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DirectoryFinance & InsuranceExternal Asset ManagementLausannePensofinance SA
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Pensofinance SA

Summary

About the company

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.

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Institutional wealth management
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.
Investment advice
Investment advice within a strategy defined together, to guide and structure the allocation of the private portfolio.
Financial planning
Global, independent advice to structure and organize assets, optimize income and secure capital.
Retirement provision
Analysis and advice on retirement provision and retirement planning, with expertise tailored to the needs of private clients.
Mortgage
Analysis and comparison of financing offers, with advice and searching for the solution best suited to the client’s needs.
Family office
Administration, consolidation and monitoring of the family’s movable and immovable assets.
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Location

Rue du Grand-Chêne 6
1003 Lausanne

At a glance

Legal form
Corporation
UID
CHE-112.309.580
Founded
2005 · 21 years
Last commercial register change
November 5, 2024
Employees
11 to 20

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