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).
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 Patrimonium investment foundation acquired three buildings in Bellinzona in 2021. A project to renovate the facades and the flats is in preparation.
The Patrimonium investment foundation has decided to expand the Brunnen clinic by 10,000 square metres through the acquisition of the park adjacent to the main building in 2021. The new space will ...
The Patrimonium investment foundation owns two neighbouring plots in Birsfelden. As part of a land swap with the canton to adapt the road network, we are developing a 23-storey tower with 88 flats ...
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.