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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.
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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 fully committed to involving sustainability through its investment and provider selection processes. This commitment is deeply rooted in our investment regulations, and our sustainability principles clearly outline our objectives and vision in this area. In this 2023…