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Pensionskasse der Dätwyler Holding
Founded in 1957, the Pensionskasse der Dätwyler Holding operates as the defined-benefit pension scheme for employees of the Dätwyler Group, a publicly...
Pensionskasse der Dätwyler Holding
Founded in 1957, the Pensionskasse der Dätwyler Holding operates as the defined-benefit pension scheme for employees of the Dätwyler Group, a publicly listed Swiss industrial supplier specializing in sealing solutions and electrical components. The fund's sponsorship traces to the listed entity Dätwyler Holding AG and ultimately to the Diethelm family's Pema Holding AG. This structure embeds the pension fund deep within a single industrial ecosystem, where asset-liability management is tightly coupled to the sponsor's workforce demographics and corporate health. The fund allocates across a conservative Swiss institutional mix. Direct real estate holdings form a visible anchor, including a residential portfolio in Altdorf, a property in Crissier, Vaud, and a residential asset in Reinach, Basel-Landschaft, alongside interests in the SPA Immobilien Schweiz Investment Group. Alongside real assets, the fund maintains a global infrastructure portfolio, reflecting the Swiss pension sector's post-2010 shift toward long-duration, inflation-linked assets. Co-investment structures include the Zusatzpensionskasse der Dätwyler Holding AG, a supplementary pension fund managed in parallel for additional benefits. Longtime Dätwyler CFO Walter Scherz serves as President of the Board of Trustees, with Urs Stadelmann as day-to-day Managing Director — a governance model where the sponsor's former finance chief retains fiduciary oversight of retirement assets. The fund is a member of ASIP, the Swiss Pension Fund Association, adhering to the country's stringent BVG regulatory framework. Dätwyler also operates a separate welfare fund, Wohlfahrtsfonds der Dätwyler Holding AG, and the Dätwyler Stiftung, a corporate foundation for cultural and social initiatives, keeping philanthropic capital firewalled from pension obligations.
General information
Firm type
Pension Fund
Year founded
1957
AUM
CHF 400M–500M (Altss estimate)
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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