Prevanto's approximately 40-person team independently supports pension funds of all sizes. With over a dozen accredited experts in occupational pensions and federally certified pension fund managers, we guarantee top-notch professional performance in all aspects of occupational pensions.
Expert Services
We ensure a solid foundation for your pension fund.
- Thanks to actuarial reports, you receive a comprehensive picture of your financial and structural risk capacity.
- Prevanto develops needs- and future-oriented pension concepts for you.
- We specialize in tendering for reinsurance to cover actuarial risks.
- Through our practical training courses and studies, we expand your pension expertise and provide valuable market information.
- Valuations according to international accounting standards are also among our core competencies.
Investment Advisory
We offer you support in managing investment risks.
- Prevanto advises you on developing an investment strategy tailored to your pension fund's profile.
- We use asset/liability analyses to determine your risk capacity and tolerance.
- Support in strategy implementation, including manager selection and participation in investment committees, round out our services.
Administration and Accounting
We ensure efficient implementation of your occupational pension plan based on state-of-the-art applications.
- Prevanto handles all portfolio management and expertly manages the data of insured persons and pension recipients.
- We guarantee the highest level of precision in financial and securities accounting.
- Contribution statements and all payment transactions are handled by Prevanto.
Brokerage
Prevanto offers independent brokerage if required.
- With our market expertise, we support you in selecting the right pension provider.
- Our recommendations take into account not only good value for money but also other provider characteristics.
Management
Prevanto professionally handles all management tasks for you, offering you comprehensive support.
- Our comprehensive expertise in occupational pensions is at your disposal.
- Benefit from our many years of experience in dealing with insured persons, service providers, consultants, and authorities.
- If required, we can provide independent legal advice.
Basel: patrick.spuhler@prevanto.ch
Lausanne: michele.mottu@prevanto.ch
Zurich: stephan.wyss@prevanto.ch
