Your vested benefits foundation for all stages of life
 
 
 

Independent, individual, tax-optimized

Team

Fabio  Preite

Joint-Managing Director of the Independent Vested Benefits Foundation,
Partner, Team Leader, Relationship Manager

+41 41 819 60 73
Fabio.Preite(at)pens-expert.ch

 
 CV

Further education and training:

  • Swiss-certified Financial Planner with Federal Diploma of Professional Education and Training
  • Swiss Federal certified Financial Analyst and Portfolio Manager

Languages:
German, English, French, Italian

Since early 2010, Fabio Preite has worked at the PensExpert AG office in Zurich. In addition to his role as Relationship Manager he is the Managing Director of the Independent vested benefits foundation, which he was responsible for establishing. Fabio Preite has 20 years of experience in the financial field, having worked in a number of positions in the banking and insurance industries.

Fabio Preite: "I enjoy advising clients and offering them innovative, customized pension solutions. In the pensions sector, an investment horizon is very long. For this reason it is particularly important to tailor investments, taxes and insurance cover to the overall conditions of occupational pensions. I find it fascinating to implement these optimizations in my daily work."

 

Mark  Huber

Joint-Managing Director of the Independent Vested Benefits Foundation,
Responsibility for the Zurich and St. Gallen Offices, Partner, Team Leader, Relationship Manager

+41 41 819 60 73
Mark.Huber(at)pens-expert.ch

 
 CV

Further education and training:

  • Specialist in Social Insurance with Federal certificate of higher vocational education and training
  • Qualified Expert in Social Insurance with Federal diploma of higher vocational education and training
  • Swiss-certified Financial Planner with Federal Diploma of Professional Education and Training
  • Swiss-certified financial advisor (IAF)

Languages:
German, French, English

Mark Huber has over 20 years of experience in management roles at insurance companies and in the pensions and financial planning fields. He started work at PensExpert AG in early 2008 by setting up and running the Zurich office. In addition to working for PensExpert AG, Mark Huber is the occupational pensions team leader at the Swiss Association of Social Insurance Experts SVS and a lecturer in the field of occupational benefits as part of the social insurance experts course.

Mark Huber: "Together with my clients I provide for the future, in other words I support them with my knowledge and experience. I create real added value by providing comprehensive advice in a direct exchange, always with a personal touch. At PensExpert we know our clients and also know what is needed to provide optimum pension planning. Our clients can rest easy, as optimum pension planning brings peace of mind."

 

Jeremy  Unterweger

Relationship Manager

+41 41 819 60 73
Jeremy.Unterweger(at)pens-expert.ch

 
 CV

Further education and training:

  • Swiss-certified Financial Planner with Federal Diploma of Professional Education and Training

Languages:
German, French, English

Jeremy Unterweger joined PensExpert AG in Zurich in 2017. He supports the Independent team as a relationship manager and helps in the day-to-day business. Over 17 years he has gained experience in both the banking industry and the insurance industry.

Jeremy Unterweger: "PensExpert provides pioneering work in the field of occupational pensions. The future-oriented solutions are put into practice with great pleasure when I am dealing with clients in my daily work. To harmonize the various, individual customer needs with our customized provision solutions is exciting and enriches my work in an interesting way."

 

Independent
Vested benefits foundation
Herrengasse 14
CH-6430 Schwyz
Phone +41 41 819 60 73
Fax +41 41 819 60 69
info(at)independent-foundation.ch
www.independent-foundation.ch
Googlemap

Further locations for customer advisory

PensExpert AG
Kauffmannweg 16
CH-6003 Lucerne
Tel +41 41 226 15 15
Fax +41 41 226 15 10

PensExpert AG
Steinenring 52
CH-4051 Basel
Tel +41 61 226 30 20
Fax +41 61 226 30 27

PensExpert SA
Avenue de Rumine 33
CH-1005 Lausanne
Tel +41 21 331 22 11
Fax +41 21 331 22 12

PensExpert AG
Bankgasse 8
CH-9000 St. Gallen
Tel +41 71 226 68 68
Fax +41 71 226 68 78

PensExpert AG
Tödistrasse 63
CH-8002 Zurich
Tel +41 44 206 11 22
Fax +41 44 206 11 21

info(at)pens-expert.ch
www.pens-expert.ch