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, and Sustainable Infrastructure (evergreen).
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 – Fondation Patrimonia
Daniel Heine
Member – Patrimonium Asset Management AG
Beat Röthlisberger
Member – independent
Christoph Vock
Member – independent
Ruedi Stutz
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.
BDO
Zurich
Wüest Partner
Geneva and Zürich
OPSC
Swiss Occupational Pension Supervisory Commission
A rooftop elevation project to of this building located in the centre of Geneva is under development. The top floor of the building will be demolished and replaced by a two-storey extension for a ...
The Patrimonium investment foundation owns the building adjacent to the Sainte-Anne Clinic in Fribourg. A two-storey extension for 20 flats is planned. Located 10 minutes from the station on foot, ...
This building in the centre of Basel will be completely transformed and energeticly renovated. Of the 7,100 m2 of floor space, 1,600 m2 will be used for commercial purposes and 43 furnished flats for ...
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 ...
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 ...
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.