LINKS 01.2025 – Seeing far ahead and acting together
2024 ends on a particularly positive note for Patrimonia. What are the lessons and prospects for 2025?
A Charter that reaffirms our commitment
Discover our Governance Charter, a central document that reaffirms our commitment to our various stakeholders.
What does Patrimonia do for sustainability? Discover our 2023 report.
Although sustainable investments are not explicitly mentioned in current Swiss legislation governing pension funds, the Fondation Patrimonia is…
Our mission
Your pensions partner
As a pensions partner we have a mission.
Our mission is to assist our insured members in the long term by enabling them to plan ahead for life’s uncertainties and achieve their goals, without losing sight of their uniqueness. Proximity and sound management ensure that this remit is fulfilled at all times.
At the service of
Insured members
To provide good quality pension benefits and ensure that information is easily understood.
At the service of
Employers
To assist with the implementation of customised solutions and facilitate their management with the aid of digital tools.
At the service of
Pensioners
To guarantee the payment of benefits by providing a local service.
Our goal
Meeting the needs of our members
Independence is taken seriously at Patrimonia. It prioritises the needs of our members – companies, insured persons and pensioners – above all other strategies with the sole aim of creating added value for them in the long term.
Our values
3 commitments for the future
Proximity
People focused
Proximity means that we are not just a provider on the market, we are a pensions partner by your side.
Sustainability
Key to our investment strategy
We build sustainable relationships and this is evident in our actions.
Quality
Ensure the best
Quality is not a coincidence at Patrimonia. It is the result of intelligent effort.
27000
Number of active insured members
as of 01.01.2025
1630
Number of affiliated companies
as of 01.01.2025
3500
Total assets of the Foundation in millions CHF
as of 01.01.2025
105.0
Coverage ratio after interest payment
as of 31.12.2025
3.25%
Distributed interest rate
Our management reports
The Patrimonia Foundation makes its various management reports available on a regular basis.
Management reports (annual)
Investment management reports (monthly)
Sustainability reports
Responsible and committed investments
It is in the real economy with its connection to economic, social and environmental well-being, far from the speculation of financial markets, that Patrimonia generates long-term returns on its assets, thereby guaranteeing the payment of current and future pensions.
Social networks
Follow us!
Share our vision and values and follow Patrimonia’s news on social networks.