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DirectoryFinance & InsuranceFinancial ServicesPorrentruySwiss Serenity Holding SA
Swiss Serenity Holding SA Logo
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Swiss Serenity Holding SA

Summary

About the company

The core activity of Swiss Serenity is to support and advise Swiss citizens in reclaiming their entitlements, particularly freedom of movement entitlements and pension claims. The company offers a personalized service to help customers maximize their pension claims and recover their entitlements.

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Industry:Financial ServicesHolding CompaniesReal Estate Brokerage
✓ Offered4
Search for 2nd pillar retirement assets
Free search for lost vested benefits with over 1’500 pension institutions; identification of 2nd pillar assets and, on request, transfer back to a vested benefits securities account.
Retirement planning
Free retirement planning with review of AHV, pension fund, 3rd pillar, taxes and assets; advice on pension, lump-sum withdrawal or a combination, as well as on protection for spouse and heirs.
Mortgage comparison and brokerage
Free mortgage comparison with simulation, analysis of over 30 banks and a tailored offer; support with extending existing mortgages and with dossier processing.
Consolidation of vested benefits
Consolidation of rediscovered vested benefits on a securities account or pension fund; transfer of the identified amounts for uniform administration and investment.

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Location

Rue du Jura 23
2900 Porrentruy

At a glance

Legal form
Corporation
UID
CHE-454.934.199
Founded
2021 · 5 years
Last commercial register change
August 12, 2026
Employees
11 to 20

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