Independent, individual, tax-optimized
Independent for investment and insurance solutions
Independent is a vested benefit foundation headquartered in Canton Schwyz. It is independent of banks and other institutions. Independent develops customized investment and insurance solutions for its clients tailored to each client's individual situation and perspectives. Independent's solutions are transparent, optimally geared to clients' private capital and tax-optimized.
For material and professional articles on these topics by advisors at Independent, please click Publications.
Important information about the Independent Vested Benefits Foundation:
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Founded |
February 2010 |
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Foundation headquarters |
Schwyz |
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Founder |
PensExpert AG |
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Board of Trustees |
Markus Waldispühl, Meggen (Chairman), Iwan Brot, Wangen SZ, Mark Huber, Galgenen, Dionys Berwert, Meggen |
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Management and customer advisors |
PensExpert AG |
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Administration |
PensExpert AG |
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Statutory auditors |
Convisa Revisions AG, Schwyz |
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Supervisory authority |
BVG/LPP & Foundation Supervisory Authority for Central Switzerland (ZBSA), Lucerne |
Independent Vested benefits foundation
Herrengasse 14 · CH-6430 Schwyz
Phone +41 41 819 60 73
info@independent-foundation.ch