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Personalisation and optimisation

Our Foundation attaches great importance to proximity, quality of service and dialogue. Great importance is attached to transparency, to the absence of conflicts of interest and to independence.

Breaking with the standardisation of pension provision solutions and profitability at all costs, Patrimonia fulfils its role by essentially attaching importance to two fundamental values: personalised offers and optimisation of its mode of operation.

A dynamic and innovative foundation
Nowadays, customised service is an added value that is particularly appreciated by our clients. This personalisation is a reality at Patrimonia. Our objective is to ensure that the pension provision we implement exactly matches needs and aspirations of our members.

The optimisation of our resources is also demonstrated by specific measures that we have taken to enhance our professionalism and our quality management. We have been ISO 9001 certified since November 2010.