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Client Invest

Client Invest is the pension solution that allows you to choose your own investment strategy. It is ideal for medium-sized and large enterprises that value being able to individually choose how their pension assets are invested.

  • Individual pension plan design
  • Investment strategy based on personal responsibility
  • Performance-oriented capital management

Our services

This semi-autonomous solution allows companies to maintain responsibility for their occupational benefits: They enjoy ideal conditions for an independent pension and investment concept, and receive professional advice.

What are the advantages of Client Invest?

  • Independent determination of the investment strategy for the pension assets by the occupational benefits fund commission.
  • Performance-oriented asset management by Credit Suisse or another asset manager of your choice
  • Opportunities for additional earnings and higher interest
  • Coverage of the actuarial risks of disability and death
  • Cost-effective alternative to own company foundation     

Semi-autonomous pension model

The risk benefits of death and disability are guaranteed by AXA. However, the affiliated occupational benefits fund does bear the investment risk for the retirement assets of insured persons and also decides on the use of the additional returns.

Individual investment strategy

The strategy analysis forms the basis for the asset management of a pension solution. The occupational benefits fund commission (OBFC) of the company defines the investment strategy, taking into account risk capacity, risk tolerance, and target return. The companies are supported in these key processes and decisions by Credit Suisse or another asset manager of their choice.

Additional information

Credit Suisse Institutional Investors – Strategy Advice

Credit Suisse Investment Foundations

KGAST – Association of Swiss Registered Investment Foundations (Konferenz der Geschäftsführer von Anlagestiftungen)

About the foundation

The Columna Collective Foundation Client Invest, Winterthur, was established on March 20, 1974. Its purpose is to manage the occupational old-age, survivors’ and disability benefits insurance of its affiliated companies. As well as providing mandatory occupational benefits insurance, it also offers pension plans that exceed the minimum requirements of the law.

Features and concept

Management of investments

  • The occupational benefits fund commission (OBFC) defines the investment strategy; the affiliated occupational benefits fund itself bears the investment risk.
  • The assets are managed by Credit Suisse or another licensed asset manager.

Protection of pension benefits

  • Benefits due if an insured person becomes disabled or dies before retirement age are reinsured with AXA Life Ltd.
  • The Foundation pays the retirement benefits and the associated surviving dependants' pensions in the event of an insured person's death after retirement age.

Administration and management

  • AXA Life Ltd.

Documents

Board of Trustees

The Board of Trustees of the Columna Collective Foundation Client Invest is composed of the following members:

  • Johannes Kern (Chairman)

    Johannes Kern (Chairman)

    Employee representative

    PSI AG, Wil
    Project Manager IT

  • Dr. Markus Romberg

    Dr. Markus Romberg

    Employee representative

    STAR AG, Ramsen
    Project Manager / Consultant / Administrator

  • Friedrich Vorholzer

    Friedrich Vorholzer

    Employee representative

    Buss ChemTech AG, Pratteln
    Purchaser

  • Marco Born

    Marco Born

    Employer representative

    Solvias AG, Kaiseraugst
    Head Human Resources

  • Stephan Schindler

    Stephan Schindler

    Employer representative

    Bachem AG, Bubendorf
    Member of the Corporate Executive Committee

  • Alain Staub

    Alain Staub

    Employer representative

    Ewopharma AG, Schaffhausen
    Chairman of the Board of Directors and CEO

Other basic solutions

AXA's collective foundations stand out due to the considerable flexibility of their structures. Find out more about the other collective foundations available from AXA. 

 

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