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
Patrimonium Residential Opportunity I – a special purpose vehicle – acquired the old Coop warehouse in Crissier with a view to redeveloping the site. The project includes the construction ...
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 ...
As part of this project, in the city of Basel, two buildings will be constructed. The one owned by the Investment Foundation will be composed of 117 apartments along with other rental units. The ...
The OASSIS development will include 105 sheltered accommodation apartments, a medical centre, doctor’s offices and a pharmacy. Construction began in 2018 and should be completed by August 2020. This ...
Seeklinik Brunnen is the leading clinic for inpatient and outpatient treatment of mental health disorders such as burnout, depression and sleep disorders. It has 63 single rooms for patients with ...
The Centre médico-chirurgical des Eaux-Vives is a multidisciplinary clinic in Geneva that brings together 20 medical practices in a warm and welcoming environment. The Oncology Centre provides both ...
We publish an audited annual report after the end of the Foundation's fiscal year, as well as an unaudited interim report. Previous reports are available on demand.