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Managing Wealth

Corporate & Estate Counselling

Just the right planning to satisfy corporate and family needs today and tomorrow. Wealth Management stands for the development of private banking in the direction of identifying the overall needs of clients. Group MMG makes a team of advisors available whose goal is to gain an optimum understanding of the goals and projects in each client's life.

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For clients in Switzerland, a dedicated team focuses on local aspects. The objective is to offer advisory services and personalised solutions to satisfy current family and company needs. Aware that there are no standardised solutions, MMG looks at each client's individual needs, offering solutions based on an in-depth analysis of family, company, and tax aspects.

In addition, the bank defines strategies for maintaining assets, planning for retirement and regulating succession. MMG can also handle relocations if clients want to transfer their domicile to Switzerland—a process requiring careful planning due to complex legal and tax issues.

Pension Products

Safe and efficient pension solutions

MMG is committed to being by your side for the most important decisions. Thanks to a high degree of flexibility, MMG's Pillar 3a retirement account is particularly well-suited to your needs, providing peace of mind as you build your capital year after year.

Your pillar 3a retirement savings account allows you to combine traditional account-based saving with fund-based investments, splitting payments between an interest account earning 1.75% and a custody account for the MMG Life Invest-40 fund.

Payments into your account are tax deductible up to CHF 6,739 for affiliated employees, or up to CHF 33,696 for those without a pension fund. Furthermore, no wealth tax is payable on the balance, and interest gains remain tax-exempt.

BSI Vested Benefits

Within the framework of occupational retirement cover, MMG's vested benefits account enables pension coverage in accordance with Swiss Federal Law. You benefit from an interest account with a preferential rate of 1.125%.

The pension assets can be used to finance residential property for own use.
Your retirement capital is preserved with no liability for wealth or income tax until payout.
A preferential tax rate applies when your capital is paid out separately from other income.
Account and custody account are maintained free of charge.

Insurance Products

Integrated protection and wealth solutions

The wealth management solutions that MMG offers include products and services in cooperation with Generali Switzerland. These solutions satisfy pension and personal needs while covering risks related to death and disability.

MMG offers a full range of products, including classic life insurance, insurance-linked funds, and non-life products. By combining banking expertise with premier insurance, we create a unified safety net for your future.