Your Pension Savings
Individualised and active management of your assets to prepare your financial future
Our mission is to grow your pension assets by applying our private banking philosophy: a classic approach based on simplicity and transparency.
We manage your assets with a focus on direct investments in solid companies that are leaders in their sectors and have excellent growth prospects.
Pension savings are the cornerstone of your wealth.
With a comprehensive approach to your situation and your wealth, we deploy financial levers to optimize your pensions savings, with a view to your taxation. We offer solutions that draw on the advantages of the 2nd and 3rd pillars and the bond regime to optimize our clients’ wealth.
3rd Pillar
We grow your savings to achieve your goals or prepare for your retirement.
Vested Benefits Account
We maximize the return on your vested benefits in accordance with regulations, through splitting solutions and active management.
Plan 1E
We invest your surplus capital and ensure a long-term return.
We wouldn’t risk our own pension savings in risky investment strategies, so we don’t speculate with yours.
Stay one step ahead
Pension solutions are all about planning. At any point in your working life, our role is to advise you and implement the right solutions. Our holistic approach and independence set us apart.
We keep abreast of market and regulatory developments
We understand the financial/tax limits and opportunities of pension solutions
We conduct our own independent research and analyses
Our Partner foundations
To manage pensions assets, we partner with several foundations renowned for the quality and integrity of their services:
Alkimia for your pension solutions.
- Personalised advice and management
- Your portfolio is clear and transparent, thanks to the absence of structured products (unless explicitly requested)
- Sustainable strategy
- Independent analyses and research