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DirectoryFinance & InsurancePension FundsBaselTrafina Personalvorsorgestiftung
Trafina Personalvorsorgestiftung Logo
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Trafina Personalvorsorgestiftung

Summary

About the company

Trafina Personalvorsorgestiftung is a financial services institution focused on asset management and advisory services. The website describes services for pension funds, foundations, private clients, as well as foundation-related services and financial planning.

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Products & services

Industry:Pension Funds
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Asset management for pension funds
Asset management for pension funds, with an individual investment strategy, a systematic investment process, reporting and consolidation across multiple banking relationships.
Wealth strategy advisory
Wealth strategy advisory with individual guidance, a tailor-made investment strategy and ongoing adjustments to the personal situation.
Investment advice
Investment advice with personal guidance, a systematic investment process, selection of investment products based on quality, independence and cost management.
Financial planning
Financial planning for retirement provision, inheritance, succession and taxes, tailored to individual needs and the specific situation.
Asset consolidation
Asset consolidation across multiple banking relationships, including regular reporting and an overview of further assets.
Financing
Financing with mortgages and Lombard loans as part of the bank's services.
Services for foundations
Services for foundations in the context of asset management, advisory and administrative support.
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Location

Rennweg 50
4020 Basel

At a glance

Legal form
Foundation
UID
CHE-109.632.833
Founded
1943 · 83 years
Last commercial register change
July 16, 2024
Employees
11 to 20

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