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.
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).
Chairman – independent
Vice Chairman – Patrimonium Asset Management AG
Member, Patrimonium Foundation, member of the Helsana board of directors
Member – Patrimonium Asset Management AG
Member – independent
Member – independent
Hans Peter Berchtold
Chairman – Patrimonium Asset Management AG
Member – Rivier Architectes
Member – Romaneschi & Partner
The foundation is managed by a team of professionals at Patrimonium Asset Management AG (PATRIMONIUM), which is supervised by the FINMA (the Swiss Financial Markets Supervisory Authority). PATRIMONIUM manages the foundation and its assets. Director is Ruedi Stutz, CEFA.
Geneva and Zürich
Swiss Occupational Pension Supervisory Commission
The new construction project “Carpe Diem” in Boudry (NE) aims at unifying three retirement homes in Neuchâtel. This new health centre will benefit from the accumulated skills and ...
Patrimonium Residential Opportunity I SA – a special purpose vehicle – acquired the old Coop warehouse in Crissier with a view to redeveloping the site. The project includes the ...
In October 2015, the Patrimonium Swiss Real Estate Fund and the Patrimonium Investment Foundation acquired the old weaving mill in Baar. It is Switzerland’s oldest weaving mill – and a listed ...
At the end of 2020, the Swiss Healthcare Real Estate investment group acquired a plot of land in Orbe (VD) together with a new construction project to build 80 retirement flats and a medical centre. ...
The Rennbahnklinik is the first sports clinic in Switzerland. It is located in the “Polyfeld” development area near the Muttenz railway station in the canton of Basel-Land. For more than ...
Ideally located in the city center of La Chaux-de-Fonds, the property is home to a sheltered workshop run by la Fondation Les Perce-Neige, specialist in treatments and care of people with physical ...
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.