The core activity of Pensofinance SA is independent institutional and private wealth management, i.e. managing assets for institutional and private clients. This includes investment consulting and management for pension funds, foundations and other institutional investors as well as for private individuals.
Global multi-asset portfolio management for pension funds and foundations, with advice on strategic and tactical asset allocation, risk monitoring and ALM analysis.
Private wealth management
Tailored discretionary management mandates for family wealth and entrepreneurs, with advice on investments, financial planning, retirement provision and family office.
Structuring of financial products
Design of financial products based on specifications, analysis of structured products and support for independent tender calls.
ALM analysis
Analysis of the match between assets and liabilities for pension funds, carried out by a retirement provision specialist with a diploma.
Fund selection
Analysis and selection of strategies and alternative and traditional managers, within the management of collective investments.
Knowledge
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