The Swiss pensions bank your partner for holistic solutions

Transcription

1 The Swiss pensions bank your partner for holistic solutions

2 Typically Swiss: tradition meets innovation As the Swiss pensions bank, we just like William Tell uphold traditional values. With deep roots in Central Switzerland, we demonstrate a down-to-earth approach, vigour and foresight in performing our daily work for our clients. We stand out thanks to simple structures, a high level of commitment and the provision of quick and reliable service. Since our foundation in 2002, we have shaped our innovative offering with the objective of ensuring our clients long-term success, and thus set high quality standards in the pensions and investment market. Efficient, reliable and targeted financial planning.

3 Pension solutions. Banking. Real estate. Comprehensive services from a single source In addition to our core business the management and administration of pension institutions we also offer comprehensive asset management and real estate services thanks to our integrated business model. Our three business areas work closely together and thus exploit important synergies. For you, this means a broad offering tailored to you and your needs.

4 Our business areas Pension provision: financial security With a large number of proven specialists in the field of pension solutions, Tellco Ltd offers a wide range of services. For example, it carries out expert reports and analyses on external institutions. It protects company pension funds from consolidation by providing them with advisory support and taking over management activities. As a client, this allows you to benefit from improved quality and increased efficiency. Our offering also includes administrative, accounting, legal and technical services. The Tellco experts provide you with competent advice and individual solutions relating to all aspects of occupational pension schemes. pension fund pro Tellco Ltd manages pension fund pro, one of Switzerland s leading independent collective occupational pension foundations. An extraordinarily young age structure, a risk-optimised investment strategy and security-oriented regulations account for the success of pension fund pro. Tellco Vested Benefits Foundation The Tellco Vested Benefits Foundation offers solutions for private individuals in the area of retirement savings. Here, clients select their investment in accordance with their personal risk profile like nowhere else in Switzerland. Tellco Pensinvest Companies operate their own pension funds under the umbrella of Tellco Pensinvest. Individual pension solutions with flexible investment strategies for professional associations, groups of insured persons and other interest groups supplement the offering. Tellco Pension 1e Tellco Pension 1e is a semi-autonomous collective foundation for non-mandatory occupational pension provision in accordance with Article 1e of the OPO 2. It provides companies with the opportunity to manage their individualised management pension plans under the umbrella of Tellco Pension 1e. Bank: assets and investments As a general provider of pension and investment solutions, Tellco Ltd has strong roots in the handling of assets and also offers institutional and private clients first-class asset management services. The offering of our specialists ranges from classic mandates and SME loans to investment opportunities in investment funds or the Tellco Investment Foundation. We specialise in asset management and investment advisory services, and offer, for example, customised asset management mandates. Tellco Ltd manages client assets totalling approximately CHF 7 billion. Tellco Investment Foundation The Tellco Investment Foundation provides a costeffective and tax-exempt investment opportunity for Swiss pension funds. Real estate: complete service As a portfolio manager and one-stop service provider for real estate, Tellco Ltd manages various real estate portfolios of foundations, private investors and investors. We offer optimal conditions for the active management of our private and institutional clients real estate assets thanks to our large and ever-growing network of real estate investors and partners across Switzerland as well as synergies within Tellco Ltd We assist our clients with the professional evaluation and handling of acquisitions, all development, planning and construction services, building owner representation, marketing activities and real estate management. This means Tellco Ltd supports you with services relating to all real estate matters.

5 Milestones in our success story 2017 Tellco Pension Ltd and the Dominick Company Ltd private bank merge to become Tellco Ltd the Swiss pensions bank 2012 Establishment of Tellco Pensinvest (collective occupational pension foundation) 2010 Takeover of IG Pensionskasse GmbH by SWIAR Holding AG, integration of Pension Fund Engineers AG and Project Engineering GmbH 2005 Establishment of Swiss Immo Services AG and Investment Foundation Rigi; Swiss Asset & Risk Management AG becomes SWIAR Holding AG; Swiss Asset & Risk Management AG is established as a new company Founding of Tellco Pension 1e Foundation 2015 Tellco Asset Management Ltd, Tellco Real Estate Ltd and Tellco Pension Services Ltd merge and operate under the joint umbrella of Tellco Pension Ltd with its registered office in Schwyz 2011 Change of name to include the Tellco brand for all Group companies 2007 Establishment of Pension Fund Engineers AG 2003 Establishment of Project Engineering GmbH; establishment of Vested Benefits Foundation pro Establishment of Swiss Portfolio Management AG; change of name to Swiss Asset & Risk Management AG; establishment of IG Pensionskasse GmbH and pension fund pro Tellco Ltd key facts and figures Year established 2002 Registered office Schwyz Number of employees 140 Assets under management Approximately CHF 7 billion Beneficiaries under management Approximately 68,000 Expert mandates Status Regulator For approximately 100 pension institutions Bank Swiss Financial Market Supervisory Authority FINMA As at: February 2018

6 Attractive solutions for the whole of Switzerland We will be happy to advise you Head office in Schwyz Tellco Ltd Bahnhofstrasse 4 Postfach Schwyz, Switzerland t info@tellco.ch tellco.ch We have strong local ties Western Switzerland Central Plateau Northwestern Switzerland Eastern Switzerland Central Switzerland Zurich Ticino