Edmond de Rothschild (Suisse) SA advises you. You benefit from expert advice and access to leading service providers to help you plan your future and that of your employees in the most efficient way.
SMALL AND MEDIUM-SIZED ENTERPRISES
Flexible solutions and bespoke advice
What are your pension needs? Our occupational pension experts will work with you to define your specific requirements in order to create a tailor-made solution that takes into account your personal and professional needs.
Solutions for the deployment of the 1e extra-mandatory plan («Bel étage» – extra- mandatory).
Choice of the best partners as service providers of Edmond de Rothschild in the field of Occupational Benefits planning.
Choice of OPP2 investment strategies compatible with the legal provisions of the LPP.
Offering an attractive occupational pension plan is a major asset to strengthen the attractiveness of your company to employees.
Through our solutions, your employees are affiliated to Edmond de Rothschild's partner foundations and benefit from personalised support that takes into account their global wealth management objectives.
Individual monitoring by a private banker of affiliates from wealth management perspective.
Buy-back of missing years.
Choice of investment strategy (extra-mandatory).
Vested Benefits accounts with bespoke management.
FOR SELF EMPLOYED WORKERS
As a self-employed worker, you have the freedom but also the responsibility to organise your pension provision. We can assist you in this fundamental project for your future by defining the solution adapted to your needs.
Adequacy and coordination between the basic LPP plan and the extra-mandatory plan (Plan 1e).
An independent extra-mandatory individual account for each affiliate.
Individual follow-up by a private banker of the affiliate from a wealth management perspective.
Tax efficient management of all movable assets.