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DirectoryFinance & InsuranceExternal Asset ManagementZugVALITAS AG
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VALITAS AG

Summary

About the company

The company Valitas provides asset management services, particularly in the areas of pension and wealth management. The core activity includes the development and management of investment concepts and solutions tailored to the needs of customers. This also includes sustainable investment opportunities and the consideration of ecological and social concerns. The company also offers customer care and consulting services and has its own department for pension and benefits.

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Products & services

Industry:External Asset Management
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Administration of pension institutions and full-service services
Administration of autonomous and semi-autonomous pension institutions as well as complex collective foundation solutions, as an end-to-end package or modular partial services.
Valitas INDEPENDA
Individual solution for mid-sized to larger companies with individually managed investment assets, tailor-made pension plans and a coverage ratio per pension unit.
Valitas COMPACTA
Shared solution for smaller companies with a common investment approach, simple pension plans and a coverage ratio at foundation level.
Valitas MANDATA
Mandate solution for small and mid-sized pension funds with self-managed investment assets, tailored pension plans and a coverage ratio per pension institution.
Valitas Online
Customer portal for HR managers and insured persons to capture and migrate master data and to access pension information.
Reviews

Aggregated rating

Aggregated rating
3
of 5

Aggregated from 6 reviews across all connected sources

Sources
GGoogle36
★TrustpilotSoon
PProvenExpertSoon

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Location

Dammstrasse 23
6300 Zug
Opening hours
Mon
08:30 - 11:30, 13:30 - 16:30
Tue
08:30 - 11:30, 13:30 - 16:30
Wed
08:30 - 11:30, 13:30 - 16:30
Thu
08:30 - 11:30, 13:30 - 16:30
Fri
08:30 - 11:30, 13:30 - 16:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-102.302.091
Founded
2001 · 25 years
Last commercial register change
May 5, 2025
Employees
21 to 50

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