Sooner or later, the thoughts of all Swiss nationals abroad turn to their finances. How do I continue to invest my assets safely? How and to what extent can I hold and dispose of my pension assets? Swiss nationals resident abroad are also concerned about access to their accounts and whether they can view them at any time. Furthermore, questions arise regarding mortgages and where to find competent advice on all financial issues. Whether you have already successfully put down roots abroad or are just thinking about emigrating in the near future, you have come to the right place. Our specialised Swiss abroad client team will be happy to provide you with comprehensive advice on all aspects of your finances.
Your assets are in professional hands with our investment experts. They manage your money within the framework of the Baloise investment model. By delegating the investments and having the assets monitored, you free up time for other activities.
Together with an investment you can also benefit from accounts in Swiss francs and foreign currencies. With VISA Debit, you can make cashless payments worldwide. You have access to all accounts and the option of making payments via e-banking including e-mailbox.
The Baloise Fixed-Rate Mortgage and Baloise SARON Mortgage on your rented property in Switzerland offer you the best conditions for Swiss nationals living abroad.
(Restriction: customer domicile USA and EU)
Continue to save for the future: With the Baloise vested benefits account and the Invest Savings 3 retirement savings account, you can continue to maintain your retirement savings as a Swiss national living abroad until you reach AHV retirement age. You can also take advantage of attractive investment funds as part of your occupational pension plan in accordance with the Federal Law on Occupational Retirement, Survivors’ and Disability Pension Plans.
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