Welcome to
Patterson Mills

Our partnership with CFPro enables its corporate clientele to access, at preferential rates, our employee benefits service and distinctive investment management approach. For individual Founders, Directors and all Employees, we also offer personal financial planning advice.

Welcome to Patterson Mills

Our partnership with CFPro enables its corporate clientele, to access at preferential rates, our employee benefits service and distinctive investment management approach. For individual Founders, Directors and all Employees, we also offer personal financial planning advice.

Review Your Company Pension Fund

In Switzerland, Employers must decide whether to join:

Next, there are three types of provident institution available, depending on which party bears the risks: the foundation itself (independent foundation), the insurance company (foundation with full reinsurance), the foundation and the insurance company.

The respective costs and benefits determine the best choice. In addition, Employers must design their pension plan(s) and create a true reflection of their corporate social policy.

Choosing Your Pension

The occupational pensions sector has a number of solutions and, at Patterson Mills, we bring our Clients both our considerable experience and the guarantee of independent advice. We act for the Employer in the marketplace and source the most suitable, cost-effective and tax-efficient options for our Employer Corporate Client.

Often cost savings can be made, which can be re-invested into the Employee pension funds or other areas to improve benefits. This social gesture in favour of employees makes it possible to encourage savings to compensate for the drop in the conversion rate.

Consolidating pension funds can also facilitate the setting-up of plans chosen by Employees wishing to increase their personal investment contributions, without additional cost to the Employer.

Such additional flexibility from interested Employers clearly demonstrates the Employer’s positive social attitude to improving Corporate Benefits for all Staff. Our approach also drives positive Employee engagement, improving staff retention and even helping with recruitment.

Our Services

At Patterson Mills we support Employers and their Staff in the ongoing management of your pension fund obligations. These include:

Additional Corporate Benefits

We are also able to offer competitive quotations for your corporate group private medical insurances, group life insurances and LAMal personal accident insurance needs.

Again, as part of our service, we prepare both online and additional electronic resources for all Staff to access securely online.

Private Client Service

This keeps you, your financial goals and objectives at its core.

With 35+ years in the Financial Services Industry, at Patterson Mills there is the necessary depth of knowledge, experience and understanding to ensure the best possible financial outcomes for our Clients.

Individuals, whether Directors or Staff, are provided with retirement cashflow models and tailored investment solutions. The aim is to maintain maximum tax-efficiency, secure income and flexible access to funds.

As we are wholly independent, all fees are transparent and detailed in advance. We do not receive commissions at any stage in the advice and portfolio management process. The result is that we are completely aligned with our Clients’ interests and, as such, you can be assured of the most suitable, totally unbiased, investment analysis and recommendations.

Private Client Service

This keeps you, your financial goals and objectives at its core.