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DirectoryFinance & InsurancePension FundsZurichPrevanto AG
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Prevanto AG

Summary

About the company

Prevanto AG provides advisory and management services for occupational pension schemes and corporate pension arrangements. Services include actuarial and insurance-technical expert reports, investment advice and asset/liability analyses, brokerage, and administration and accounting services for pension funds.

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Products & services

Industry:Pension Funds
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Expert services
Actuarial reports, pension concepts, tendering for reinsurance, practice-oriented training and studies, valuations according to international accounting standards.
Investment advisory
Advice on investment strategy, asset/liability analyses, support with strategy implementation, manager selection and participation on investment committees.
Administration and accounting
Record management, administration of member data and pension recipients, financial and securities accounting, contribution billing and payment transactions.
Brokerage
Independent support in selecting the appropriate pension provider, taking into account market knowledge as well as price-performance offerings and other provider characteristics.
Executive management
Assumption of full executive management, ongoing relief, contact with insured persons, service providers, advisors and authorities, coordination of independent legal advice.
Press

Media

April 30, 2024Media
Vaudoise übernimmt Vorsorgeberater Prevanto | News | Aktuell
investrends.ch

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Location

Seefeldstrasse 7
8008 Zurich
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-262.606.980
Founded
2015 · 11 years
Last commercial register change
June 15, 2026
Employees
21 to 50

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