Pension Fund

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Personalversicherung der NCR

NCR Personalversicherung is a private sector pension fund based in Wallisellen, Switzerland. It manages approximately $290.63 million in assets, primarily...

Personalversicherung der NCR logo

Personalversicherung der NCR

NCR Personalversicherung is a private sector pension fund based in Wallisellen, Switzerland. It manages approximately $290.63 million in assets, primarily focused on European markets.

Website
pk-ncr.ch

General information

Firm type

Pension Fund

Location

Region

Europe

Country

Switzerland

City

Wallisellen

Corporate office

Seidenstrasse 4, Postfach, CH-8304 Wallisellen, Switzerland

Principals

Thomas Rusch

Managing Director and Member of the Investment Committee

Peter Schmid

Vice President of the Board of Trustees and Member of the Investment Committee

Peter Wartmann

Member of the Board of Trustees and Managing Director of NCR (Schweiz) GmbH

Dr. Matthias Gut

Member of the Investment Committee

Luana De Carli

Member of the Board of Trustees (Employee representative)

Thomas Hertrich

Member of the Board of Trustees (Employer representative)

Roger Ruf

Member of the Board of Trustees (Employee representative)

Sector focus

Real Estate

Frequently asked questions

Who runs investment decisions at Personalversicherung der NCR?

A designated investment committee guides the portfolio. Managing Director Thomas Rusch sits on that committee alongside Vice President of the Board of Trustees Peter Schmid and member Dr. Matthias Gut. The board layer above them is a joint employer-employee body.

How is the fund governed?

Governance follows the standard Swiss paritätische model: the board of trustees staggers seats between employer representatives, such as Peter Wartmann of NCR (Schweiz) GmbH, and employee-elected delegates including Luana De Carli and Roger Ruf. This structure is a legal requirement for Swiss corporate pension foundations.

Which firm's employees are covered?

Coverage is restricted to employees of NCR (Schweiz) GmbH, the Stifterfirma that established the fund. It is not open to external firms or individual retail participants.

Does the fund own physical property, or is it entirely in financial instruments?

Direct real estate is part of the asset base. The fund holds the Mattacker-Mühle mixed-use property in Wetzikon, Zurich, alongside a broader Swiss-domiciled investment portfolio. The precise allocation split is not publicly disclosed.

Does Personalversicherung der NCR participate in external benchmarking?

Yes, the fund takes part in the annual Swisscanto Pension Fund Survey, a widely referenced Swiss study that tracks performance, costs, and structural data for domestic pension schemes. This provides a comparative framework against roughly 500 peer institutions.

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