Professional expertise
for professional investors

Since our foundation in 1984, pension funds of all sizes rely on our professional expertise in financial governance. We act solely in the interests of our clients, highlighting risks, alternatives and opportunities. Our experience and expertise extends to both the strategic and implementation levels.

We add value through ALM studies, structured manager selection and critical monitoring of mandated asset managers. We also advise on governance and sustainability and actively support management in meetings as independent experts.

Pension funds with a decentralised multi custody approach value our independent asset consolidation service with meaningful investment reporting and online tools for various stakeholders, cost transparency and investment compliance reporting, auditable securities accounting as well as our ESG reporting.

Each year we conduct a representative pension fund study. An informative ‘risk check-up’ for the governing body is available to participating pension funds for free.

Single and multi-family offices, as well as high net worth individuals, often have assets spread across multiple national and international banks, liquid and non-liquid, traditional and non-traditional asset classes, and family members. This makes targeted management and effective monitoring of assets a constant challenge.

Our professional multi-custody service allows you to keep track of assets, regardless of the allocation. We consolidate family assets, including real estate, limited partnerships and collectibles. Our online tool allows you to access to portfolio information and detailed analysis anytime, anywhere.

We support the decision-making bodies of at insurance companies, corporations or foundations in defining, implementing and monitoring their investment strategy. This includes ALM studies, advice on governance aspects, manager selection and periodic, critical monitoring in the sense of investment controlling.

Thanks to our specialisation and multi-custody experience in asset consolidation, reporting and accounting, insurance companies, for example, rely on our expertise in investment analysis, risk monitoring and Swiss Solvency Testing. Our professionals support decision-makers with customised services to suit the particular situation.

Complementa produces customised investment reports and securities accounting as part of a long-term outsourcing partnership. Banks and asset managers value our certified quality in line with banking standards, our white-labelling options and our tailor-made solutions for end clients.

In addition, specialists in portfolio management use our tools for independent and in-depth ad hoc analysis, as well as for monitoring and managing investments. Complementa operates the software and manages data sourcing, meaning that our clients have no need for an extensive infrastructure of their own.