Professional expertise
for professional investors

As an experienced and longstanding partner of professional investors, Complementas’ expertise and services center the crucial stages of planning, organizing, reporting and monitoring of the investment process.

Being an independent partner for more than three decades, we truly understand to screen complex asset and liability structures, establish transparency and lay the foundation for successful investment decisions. We proudly claim well-known brands, companies and organizations from Switzerland, Germany and multiple other countries around the globe to our much valued clientele.

Since our foundation in 1984 pension funds rely on our professional expertise in financial governance. A partnership with Complementa is your solid choice for keeping on track and achieving your financial goals.

Highlights of our services include asset and liability management studies, selection of asset managers, reporting on cost transparency and compliance with LPP 2-regulations as well as monitoring the success of the mandated investment managers.

Since 1995 we annually publish our representative study on the situation of domestic pension funds. As a plus, participating pension funds all receive an individual and conclusive “risk check-up” free of charge.

Pension Funds

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Family Offices &
UHNWIs

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An increasing tendency for single & multi family offices as well as wealthy individuals is the careful distribution of assets to multiple banks in various jurisdictions as well as the wealth-allocation into bankable, non-bankable and alternative asset classes.

The systematic wealth-consolidation and inclusion of non-bankable assets is therefore becoming a vital element in order to stay on top of things. Both family officers and family members alike rely on our investment reports, which are carefully tailored to reflect the desired depth of information and to keep track of the wealth situation in both calm and turbulent market phases.

The systematic wealth-consolidation and inclusion of non-bankable assets is therefore becoming a vital element for successful financial governance. Both family officers and wealthy individuals alike rely on our excellence in investment reporting, a service carefully tailored to reflect the desired depth of information and to keep track of the wealth situation in both calm and turbulent market phases.

The need for a carefully and minutely structured investment process stretches more and more to executives of corporations, foundations and insurance companies.

Regardless of the individual situation, the setting of financial goals and a strategy, the diligent selection of investment managers, the performance measurement and the monitoring of the investment process are all crucial for success in financial governance. Team up with our experts for tailor made solutions and systematically balancing out target achievement and risks involved.

Corporates,
Foundations &
Insurers

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Banks &
Investment Managers

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Complementa is a longstanding outsourcing partner of banks for tailor made and needs-oriented investment reporting and securities accounting solutions. Banks and investment managers alike esteem our sound and certified quality, our white-labeling options as well as the customized solutions for pdf reports and online reporting.

Portfolio Managers and Wealth Managers access the consolidated information in a powerful Portfolio Management Software in order to carry out on-the-fly analyses. Complementa runs the Software and sources the necessary data which enables Investment Managers to manage clients assets without the need to operate an extensive infrastructure.