A team of professionals
In 2011, in order to reduce its costs and in the interests of optimisation, Patrimonia decided to internalise its administrative management, under the leadership of Sylvie Jaton, assisted by a team of qualified staff.
This approach is in line with the commitment to offering the affiliated companies, insured persons and agents a modern pension fund that is attuned to the specific needs of each client. Comprising around twenty employees, the staff are organised into two divisions, one marketing, the other technical and administrative.
The Management of Patrimonia
- Sylvie Jaton, Managing Director
- Eddy Benvegnen, Director
- Samuel Fauche, Deputy Director, Investments Manager
- André Eicher, Sales & Marketing Manager
- Cédric Pahud, Technical Manager
- Jérôme Michallet, IT Manager
- Thomas Vuagniaux, Accounts Manager
- Catherine Gentina, New Business Manager
- Ludovic Brau, Actuary – Offer Manager
- Bastien Lüscher, Customer Relationship Manager
The Administrative Division of Patrimonia would be pleased to provide you with any information you may require about second pillar, benefit entitlements of insured members, a membership application, to assist you with your marketing practices, or a request for a quote. Do not hesitate to get in touch with us by telephone, e-mail, or visiting our premises.
Our structure and decision-making processes enable us to provide a personalised and rapid service with individual information. You forward your information to us; we send you clear and precise situation reports. Patrimonia frees you from unproductive tasks and releases you from administrative duties to enable you to fully focus on your activity.
Your contact person
Quick link to the details details of a member of our team.
As an insured person, an affiliated company or an agent, you will find under the various headings on our site a large amount of information and data that relate to your situation, as well as documents to view and forms to download.
Affiliated companies and agents may also obtain access to our LiveWeb platform. This tool will enable you to run simulations, make changes and view different documents.
Lastly, don’t forget to read our newsletter, which will keep you up to date with the current events of your pension fund and the developments that affect the 2nd pillar.