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:


February 2010

Foundation headquarters



PensExpert AG

Board of Trustees

Markus Waldispühl, Meggen (Chairman), Iwan Brot, Wangen SZ, Mark Huber, Galgenen, Dionys Berwert, Meggen

Management and customer advisors

PensExpert AG


PensExpert AG

Statutory auditors

Convisa Revisions AG, Schwyz

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