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Pillar 3a, reimagined

Build your retirement savings with the care of a Swiss Multi-Family Office. Transparent and flexible, following a strategy agreed with you.

Our offering

The Everon offering

Our offering brings together everything your Pillar 3a needs: fully digital onboarding, performance reporting you can access anytime, and secure storage of your documents.

Individual investment solution

We agree the investment strategy and its focus with you within the investment profile.

Tax savings

A Pillar 3a account offers tax advantages: contributions up to the statutory maximum can be deducted from taxable income. The retirement savings are invested in securities.

Strong partners

Your cash and custody accounts are opened with the Liberty pension foundation. Liberty is an established Swiss pension provider and, by its own account, looks after around CHF 6.7 billion in assets.

Our investment styles

Four strategies are available. We agree one with you, or design a bespoke offering together.

INVESTMENT STYLE · 01

Multifactor

Style
Growth-oriented & active
Instruments
Equities, bonds, ETFs, funds
Vehicle
primarily direct investments
Region
global, CH
Cadence
monthly investment
Equity allocation
40% to 100% equities
Insights

Everon Insights

Read more about Pillar 3a on our blog.

More articles
Pillar 3a pension plan: Direct investments
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Pillar 3a pension plan: Direct investments

16/10/2026
Pillar 3b Insider Tips - the Investment Strategy for a Carefree Retirement
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Pillar 3b Insider Tips - the Investment Strategy for a Carefree Retirement

16/10/2026
Pillar 3a comparison: account, fund or securities?
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Pillar 3a comparison: account, fund or securities?

05/10/2026
Next step

How is your Pillar 3a invested?

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