News from the Foundation

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.

For the past 20 years, in collaboration with Finanz und Wirtschaft and Bilan, the Swiss German Sunday newspaper SonntagsZeitung has published a ranking of the country’s collective benefit foundations, carried out by the specialist firm Weibel Hess & Partner. Thank you for this enlightening comparison of cost differentials in the occupational benefits sector. Once again this year, Patrimonia is among the winners, taking 2ᵉ place in the «Mystery Shopping» category, which assesses the efficiency of management fees.

A few key facts about this ranking:

– 20th edition in 2025

– Conducted by an independent firm

– 7th consecutive nomination for Patrimonia

This distinction illustrates our consistent approach to risk and expense management, and confirms the relevance of our independent, non-shareholder model. It also reflects our ongoing commitment to quality and proximity, two core values of our Foundation.