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Patrimonia on the podium for cost efficiency
Patrimonia is once again among the winners in the SonntagsZeitung rankings, taking 2nd place in the category that assesses administrative cost efficiency.
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LINKS 05.2025 – Adapting to a changing environment
The 2024 audited results are on the menu of the new edition of our newsletter. Enjoy your reading!
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Exceptional closure on May 30, 2025
Our Geneva and Lausanne offices will be exceptionally closed on Friday May 30, 2025 (Ascension Day vacation).
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Take part in our 2025 satisfaction survey
Take part in our survey and you could win 50×2 cinema tickets!
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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?
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A Charter that reaffirms our commitment
Discover our Governance Charter, a central document that reaffirms our commitment to our various stakeholders.
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Merry Christmas and Happy New Year 2025 !
We wish you a Merry Christmas and a Happy New Year ! Consult our holiday schedules.
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Exceptional closure on April 9, 2025
Our offices will be exceptionally closed on Wednesday, April 9, 2025.
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Newsletter LINKS – Discover our new website !
The latest issue of our LINKS newsletter reports on the launch of our new website. Happy reading!
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Consolidation and caution: discover Patrimonia’s 2023 Annual Report
Patrimonia ended the 2023 financial year with a performance of +5.4%, achieving a coverage ratio of 101.45%. The Foundation thus consolidated its structure, while maintaining its characteristic policy of prudence. We hope you enjoy reading our 2023 Annual Report.