The company aims to provide services in the entire Swiss pension market to natural persons with existing or future pension assets, in particular vested benefits, pillar-3a funds, and voluntary pension funds according to pillar 3b. It offers in particular: - Support in searching for vested benefits through a digital search portal, - Investment advice in connection with pension assets, - The structuring and management of pension and thematic funds through collective investment schemes, AMC structures, and own sub-funds or investment funds. The company may establish branches and subsidiaries in Switzerland and abroad and invest in other companies in Switzerland and abroad, as well as conduct all business that is directly or indirectly related to its purpose. The company may acquire, encumber, dispose of, and manage real estate in Switzerland and abroad. It may also provide financing for its own or third-party account and issue guarantees and sureties for subsidiaries and third parties.
Outbound Leads by COHAGA