Proximity
People focused: by proximity we mean that we are not just a provider on the market, we are a pensions partner by your side.
Retirees, insured members and insured companies are not just a number at Patrimonia. Our specialist staff offer you a truly personalised service. When you contact Patrimonia, you know who your contact person is and he/she knows who you are as well. For us, this is not a luxury, it is part of our identity. Efficient management and proximity give us a strong competitive advantage. We place all our know-how at your service so that we are not simply a second pillar provider, but a partner. A pensions partner here for you.

“By proximity we mean 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.
At Patrimonia, we build sustainable relationships. Long-term and close relationships with our insured members and affiliated companies. Partnerships based on respect, trust and quality. Employees have the advantage of a healthy, pleasant and stimulating work environment, and fair working conditions. This is naturally reflected in responsible and sustainable investments with a sole objective, namely adherence to our pension commitments.

“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.
Quality is among the core skills of an experienced and and distinguished team of professionals, whose sole aim is to assist our insured members and affiliated companies. This firm commitment has been underpinned for over 10 years by the quality management system certification ISO 9001: 2015. We were the first on the occupational pension market to be awarded this certification. Quality is also the result of our complete independence. There are no shareholders, owner or stakeholders in our structure, which is dedicated to its sole activity, namely occupational pensions. Every franc that is earned is invested for the benefit of our insured members. We are consequently able to commit 100% to working towards a sound pension scheme.

“Quality is not a coincidence at Patrimonia. It is the result of intelligent effort.”
Responsible and committed investments
Our investment strategy aims to be responsible and committed. Based on the real economy, far from the speculation of financial markets, it incorporates environmental, social and good governance criteria.