The core activity of Assurinvest AG is the consulting and management of pension funds and collective foundations, including the establishment of company-owned foundations, investment consulting, reporting and the management of pensioner funds and collective foundations.
AI-generated
Offering
Products & services
Industry:Insurance Brokerage & Consulting
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Analysis of existing pension fund and retirement provision solutions, optimization proposals, drafting of new regulations and plans, allocation plans in the event of a partial liquidation, and restructuring proposals.
Management of pension fund
Assumption of management for pension funds in line with current guidelines and regulations, including operational tasks, contact with foundation boards, insured persons and authorities.
Technical pension fund administration / financial accounting
Actuarial administration for active insured persons and pensioners, processing of benefit cases, contribution statements, payment processing, internal control system (ICS) and financial accounting.
Securities accounting
Securities accounting for investments, coordination with investment controllers and banks, daily investment accounts, valuation of securities, account reconciliations and annual financial statements.
Investment advice / reporting
Advice on asset investments and investment strategy, decision-making inputs for capital allocation, selection of asset managers and investment products, and periodic reporting.
Knowledge
No knowledge articles yet
Once Assurinvest AG has claimed this profile, we'll publish editorial articles and case studies here together.