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DirectoryFinance & InsuranceExternal Asset ManagementLausanneRetraites Helvétiques SA
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Retraites Helvétiques SA

Summary

About the company

The core activity of Retraites Helvétiques is wealth management with a focus on long-term asset protection and growth for private clients, particularly in the areas of pension planning (2nd pillar) and discretionary wealth management. The company also provides advisory services in the areas of financial planning, real estate investments and retirement planning.

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Products & services

Industry:External Asset Management
✓ Offered3
Discretionary wealth management
Long-term wealth management aligned with life goals, with a value approach, qualitative filters, company research and analysis.
Free-transfer pension administrator
Free-transfer pension management with four investment strategies, a value filter, an alternative management sleeve, and a classic foundation solution.
Financial advice and planning
Financial advice and planning covering real estate, pension planning and wealth management, with a 360-degree wealth analysis.

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Location

Rue Saint-Pierre 3
1003 Lausanne

At a glance

Legal form
Corporation
UID
CHE-333.754.018
Founded
2025 · 1 year
Last commercial register change
March 31, 2025
Employees
1 to 10

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