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Fondation Patrimonia
Fondation Patrimonia was created in 1984 by Guy Bardet to deliver occupational pension services to Swiss SMEs. It functions as a collective foundation with no...
Fondation Patrimonia
Fondation Patrimonia was created in 1984 by Guy Bardet to deliver occupational pension services to Swiss SMEs. It functions as a collective foundation with no external owners, directing all decisions toward member outcomes. The foundation holds a direct real estate portfolio of seven properties valued at 525 million CHF in Geneva, Vaud, Fribourg, Jura and Neuchâtel. It maintains joint-venture positions in the Patrimonium Investment Foundation for residential and healthcare assets. Additional commitments include Hg Genesis 11, Global Infrastructure Solutions 4 & 5, JPMAM Infrastructure Investments Fund and Alcentra Fund S.A. SICAV. Mortgage debt stands at 60.45 million CHF against the real estate holdings. Geographic exposure centers on Switzerland and broader European markets. The team comprises 28 professionals based in Geneva. Adjacent vehicles include sponsorship of the Annual Information Session 2024 held in Geneva and Lausanne. External managers such as UBS Fund Management, Credit Suisse Asset Management, Lombard Odier and Mirabaud handle index equity and fixed-income mandates. Service providers encompass Berney Associés Audit, PPCmetrics and UBS SA as custodian. The foundation maintains full independence through its shareholder-free structure and follows exclusion lists from SVVK-ASIR while applying 18 sustainability criteria via the Green Building Observatory.
General information
Firm type
Pension Fund
Year founded
1984
Location
Region
Europe
Country
Switzerland
City
Geneva
Corporate office
Route François Peyrot 14, Case Postale 574, 1215 Geneva, Switzerland
Principals
Sylvie Jaton
General Director
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Fondation Patrimonia?
Guy Bardet serves as President of the Board of Trustees. Sylvie Jaton acts as General Director. External advisors include PPCmetrics SA.
Does Fondation Patrimonia participate in fund commitments or only direct deals?
The foundation holds both direct real estate assets and limited partner positions in funds including Hg Genesis 11 and Global Infrastructure Solutions 4 & 5.
What asset classes does Fondation Patrimonia target?
Primary exposures include Swiss residential and healthcare real estate plus European technology and global infrastructure funds.
Where does the underlying capital originate?
Contributions come from over 1,500 Swiss SMEs and their 26,000 employees through mandatory occupational pension schemes.
How does Fondation Patrimonia approach ESG integration?
It is a signatory to the UN PRI, follows SVVK-ASIR exclusion recommendations and applies 18 criteria from the Green Building Observatory to real estate holdings.
Which external managers does Fondation Patrimonia use?
UBS Fund Management, Credit Suisse Asset Management, Lombard Odier Asset Management and Mirabaud Asset Management run index-based equity and fixed income portfolios.
What is Fondation Patrimonia's relationship with Patrimonium Asset Management AG?
Patrimonium Asset Management AG serves as strategic partner for real estate and private market investments through co-investment structures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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