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21 branches, only one number

058 211 21 00

(Mon. to Fri. from 7.30am to 7.30pm and Sat. from 9am to 4pm)
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Banque Cantonale de Genève
Quai de l'Ile 17 - CP 2251
1211 Genève 2

Fax : +41 58 211 21 99

CCP CHF12-1-2
CCP EUR91-518772-8
GIIN:   CGGLK0.00000.LE.756

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Pensions Advisory unit

So we can put together financial solutions for you that are ideally tailored to suit your personal circumstances, Banque Cantonale de Genève offers four types of pensions analysis and financial planning.

Type of analysis Description Cost
Analysis of pension and tax matters

We will analyse your pension and tax arrangements with the aim of optimising your pension cover and helping you make savings on your tax bill.

Information we will need:
  • Marital status
  • Number of children
  • Taxable income

This analysis is undertaken by your financial adviser at your usual bank branch.

No charge
Specific analysis We can analyse:
  • the real cost of mortgage debt (tenant or homeowner)
  • the transfer value of your pension fund assets
  • the calculations for your marginal tax rate
  • what would be required for succession planning

This specific analysis is undertaken by our Pensions Advisory unit.

CHF 220.– hourly rate
Comprehensive analysis of pension & insurance cover

We will analyse all areas of your insurance and pension (all three pillars) arrangements to cover you in the event of a temporary loss of earnings, disability, death or normal retirement.

This comprehensive analysis is undertaken by our Pensions Advisory unit.

CHF 750.–
Financial planning

We will compile a plan to guide you in managing your overall wealth and assets through the different stages of your life, taking account of pension/insurance arrangements, investments, real estate, tax considerations and succession planning.

This financial planning exercise is performed by our Pensions Advisory unit.

CHF 2,500.–

Exchange rates


EUR EUR Atm 1.151 
EUREUR 1.1605 cours euro en baisse
USDUSD1.0390 cours usd en hausse
GBPGBP1.3462 cours usd en hausse
YENYEN0.9437 cours yen en baisse
EUR EUR Atm 1.114 
EUREUR1.1039 cours euro en baisse
USDUSD0.9514 cours usd en hausse
GBPGBP1.2229 cours usd en hausse
YENYEN0.8711 cours yen en baisse

Indicative informations

BCGE group investment strategy

Stock market prices

BCGE 195.50 -0.26% cours en baisse
SMI 9,023.96 1.23% cours en hausse
cours action bcge Data source: SIX Financial Information SA
© 1999-2019 BCGE
   Banque Cantonale de Genève
   Case postale 2251
   1211 Genève 2
   Tél: 058 211 21 00