The Patrimonium Investment Foundation was established in 2009 to invest in real estate and exclusively serve tax-exempt occupational pension funds domiciled in Switzerland – the only investors eligible for our Foundation.
Our Foundation manages the investment groups Swiss Residential Properties, Swiss Healthcare Properties, Sustainable Infrastructure (evergreen), and Swiss Mortgages.
We are regulated by the Swiss Occupational Pension Supervisory Commission and are bound by the strict transparency and quality standards of the Swiss Conference of Investment Foundation Managers (KGAST). Patrimonium Investment Foundation is a Swiss foundation as defined in Article 80 et seq. of the Swiss Civil Code and Article 53g et seq. of the Swiss Federal Act Law on Occupational Retirement, Survivors’ and Disability Pension Plans (LPP or BVG).
Philippe Augsburger
Chairman – independent
Christoph Syz
Vice Chairman – Patrimonium Asset Management AG
Yves Cuendet
Member – independant
Daniel Heine
Member – Patrimonium Asset Management AG
Beat Röthlisberger
Member – independent
Christoph Vock
Member – independent
Clemens Schreiber
Managing Director
Christoph Syz
Deputy Managing Director
The administration of the investment foundation and the management of the investment groups are delegated to Patrimonium Asset Management AG. Patrimonium Asset Management AG is supervised by the Swiss Financial Market Supervisory Authority (FINMA) as an authorized fund management company.
Deloitte AG
OPSC
Swiss Occupational Pension Supervisory Commission
This building in Pully will be extended upwards to create three studio flats. The building will also be refurbished.
This project involves the conversion of the currently vacant attic space of the spinning mill into 35 duplex flats. A communal terrace will be created to allow tenants to enjoy an outdoor area. The ...
Patrimonium Investment Foundation acquired the “Haus T” five-storey medical centre project at the beginning of 2023. The building is located just a few minutes’ walk from Bülach ...
Plaine 49 is a medical laboratory asset in Avenches, Canton Vaud, comprising approximately 5,000 m² of specialised laboratory space. Built in 2011 and renovated in 2021, the property provides ...
AEVUM Investment Foundation has successfully completed a contribution in kind to the healthcare real estate investment group. The transaction included a mixed-use building in the center of Fribourg, ...
In November 2019, the Swiss Healthcare Properties Group acquired a building plot at Chemin des Repaires 3 in Boudry (NE) for the construction of a canton-approved 57 nursing bed
and an ...
We publish an audited annual report for the end of the Foundation's fiscal year and an unaudited interim report. Previous reports are available on demand.