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DirectoryFinance & InsuranceHolding CompaniesZugConvit Holding GmbH
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Verified· 3 sources

Convit Holding GmbH

Summary

About the company

Convit Holding GmbH provides advice and brokerage services for pension and life insurance solutions. The website focuses on pillar 3a and flexible 3b products, pension fund checks, and digital tools for retirement and investment planning.

AI-generated
Offering

Products & services

Industry:Holding Companies
✓ Offered6
Pillar 3a advisory
VBV-certified advisory on fund-linked pillar 3a retirement solutions, including tax savings, retirement analysis, investment strategy, application and transfer of existing balances.
Pension fund advisory
Product-neutral market positioning of Pillar 2 for SMEs and insured persons, with analysis of costs, benefits, interest rate, funding ratio and choice plans.
Fund Service
Asset management with an ETF focus, a broad fund universe, automatic rebalancing, switch and shift functions, as well as schedule management and sustainable options.
SME retirement planning
BVG advisory for SMEs, executive retirement provision, 1e plans and employee retirement provision; complemented by product-neutral market positioning and analysis of optimization potential.
Pension portability solutions
Pension portability account and transfer of existing retirement savings within the scope of retirement advisory and product solutions.
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Reviews

Aggregated rating

Aggregated rating
4.6
of 5

Aggregated from 190 reviews across all connected sources

Sources
GGoogle4.6190
★TrustpilotSoon
PProvenExpertSoon

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Location

Industriestrasse 47
6300 Zug
Opening hours
Mon
09:30 - 19:00
Tue
09:30 - 19:30
Wed
09:30 - 19:30
Thu
09:30 - 19:30
Fri
09:30 - 19:30
Sat
09:30 - 19:30
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-498.064.221
Founded
2012 · 14 years
Last commercial register change
December 23, 2024
Employees
1 to 10

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