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Pensionskasse der Dätwyler Holding
Urs Stadelmann manages day-to-day operations as Managing Director of the fund, which was founded in 1957 to cover old age, disability, and death benefits for...
Pensionskasse der Dätwyler Holding
Urs Stadelmann manages day-to-day operations as Managing Director of the fund, which was founded in 1957 to cover old age, disability, and death benefits for Dätwyler Group's Swiss workforce. The plan is sponsored by Dätwyler Holding AG, an industrial supplier listed on the SIX Swiss Exchange but majority-controlled by the closely held Pema Holding AG. This corporate pension structure is standard in Switzerland, where mandatory occupational pension schemes operate alongside state social security under the three-pillar system. The fund's investment posture rests on two pillars: a directly owned Swiss residential and mixed-use portfolio, and a global infrastructure sleeve. The real estate holdings are concentrated in German- and French-speaking Switzerland, with confirmed properties in Altdorf (Uri), Crissier (Vaud), and Reinach (Basel-Landschaft), as well as a stake in the SPA Immobilien Schweiz Investment Group. On the infrastructure side, the fund deploys capital globally, a common Swiss pension strategy for generating steady, long-duration cash flows to match liability profiles. Total assets sit in the CHF 400–500 million range, placing the fund in the mid-size category for Swiss Pensionskassen. The supplementary Zusatzpensionskasse der Dätwyler Holding AG is managed alongside the main fund, sharing the same board and staff, and likely follows a pooled investment approach. The fund is a member of ASIP, the Swiss Pension Fund Association, and maintains two related philanthropic vehicles: the Dätwyler Stiftung and the Wohlfahrtsfonds der Dätwyler Holding AG. The structural distinction is its tight integration with a single industrial sponsor and controlling family. Unlike large Sammelstiftungen serving multiple employers, this pension fund's fortunes are directly tied to the health of Dätwyler Group and the long-term stewardship of Pema Holding—a concentration-risk profile that shapes its investment committee decisions and conservative asset-allocation discipline.
General information
Firm type
Pension Fund
Year founded
1957
Location
Region
Europe
Country
Switzerland
City
Altdorf
Corporate office
Altdorf, Uri, Switzerland
Principals
Walter Scherz
President of the Board of Trustees
Urs Stadelmann
Managing Director
Sector focus
Frequently asked questions
What is the relationship between the pension fund and Dätwyler Holding AG?
The Pensionskasse der Dätwyler Holding is a standalone legal entity providing defined-benefit pensions exclusively to employees of the Dätwyler Group. The sponsoring employer is the listed entity Dätwyler Holding AG. The pension fund's board is chaired by Walter Scherz, the former CFO of Dätwyler Holding AG, creating a direct governance link between sponsor and fund.
Who controls the family holding above the corporate sponsor?
Pema Holding AG, controlled by the Diethelm family, owns a majority stake in Dätwyler Holding AG. This means the ultimate economic interest in the corporate sponsor that backs the pension fund rests with a multi-generational Swiss industrial family.
How does the fund invest in real estate?
The Pensionskasse holds direct residential properties in Altdorf, Crissier, and Reinach, alongside a position in the SPA Immobilien Schweiz Investment Group, a Swiss real estate fund vehicle. This mix of direct holdings and pooled fund interests is standard for Swiss pension funds seeking regional diversification within the domestic property market.
Does the fund have a supplementary or parallel pension vehicle?
Yes. The Zusatzpensionskasse der Dätwyler Holding AG is managed alongside the main fund and provides supplementary pension benefits to employees. This two-tier structure allows the group to offer retirement benefits beyond the BVG regulatory minimum.
What infrastructure exposure does the fund maintain?
The Pensionskasse holds a global infrastructure portfolio. Swiss pension funds have steadily increased infrastructure allocations since roughly 2010, seeking long-dated, cash-flow-generating assets to match their liability profiles. Specific fund commitments or co-investments within this portfolio are not publicly disclosed.
Is the Dätwyler Stiftung part of the pension fund's assets?
No. The Dätwyler Stiftung is a separate corporate foundation focused on cultural, educational, and social initiatives in Switzerland. Alongside the Wohlfahrtsfonds der Dätwyler Holding AG welfare fund, these philanthropic vehicles are kept structurally distinct from the pension scheme's investment assets.
How is the fund governed under Swiss pension law?
The fund operates under Switzerland's BVG federal law governing occupational retirement provision. The Board of Trustees, chaired by Walter Scherz with day-to-day management by Urs Stadelmann, holds fiduciary responsibility. As an ASIP member, the fund follows the Swiss Pension Fund Association's governance and investment guidelines.
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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