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 – Fondation Patrimonia
Member – Patrimonium Asset Management AG
Member – independent
Member – independent
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.
Geneva and Zürich
Swiss Occupational Pension Supervisory Commission
Cassa Pensioni di Lugano (CPL) has contributed an existing property with 79 apartments at Via Marco di Carona 19-27 and Via Ferri 22-26, Lugano (TI) and 2 adjacent plots of building land to the Swiss ...
The BLPK has contributed a plot of building land at St-Jakobstrasse 187-189, Basel (BS) to the Swiss residential real estate investment group. The contribution in kind was made on condition that a ...
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 ...
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 ...
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. ...
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.