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Valitas Sammelstiftung
Valitas Sammelstiftung was established in 1998 to handle technical administration, financial accounting and asset management for Swiss pension vehicles.
Valitas Sammelstiftung
Valitas Sammelstiftung was established in 1998 to handle technical administration, financial accounting and asset management for Swiss pension vehicles. Peter Steiner serves as President of the Foundation Board. The firm deploys capital into Swiss residential and commercial real estate through Prevalis Anlagestiftung and Fundamenta AST Immo CH. It also holds positions in SFP Infrastructure Partners and maintains exposure to senior loans, catastrophe bonds and cryptocurrency. Allocations span Switzerland and broader European markets. Valitas reported 379 million USD in assets. It maintains service relationships with Valitas AG for investment advice, BDO AG as auditor and UBS as custodian. In September 2024 the firm sponsored the Global Investor Statement to Governments on the Climate Crisis. Valitas operates as a regulated Swiss pension administrator rather than a discretionary family office, with governance tied directly to the Foundation Board and mandatory ASIP reporting standards.
General information
Firm type
Pension Fund
Year founded
1998
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Dammstrasse 23, Zurich, Switzerland
Principals
Peter Steiner
President of the Foundation Board
Marco Betti
Board Member
Sector focus
Frequently asked questions
Who runs investment decisions at Valitas Sammelstiftung?
Peter Steiner chairs the Foundation Board. Marco Betti serves as a current Board Member after earlier tenure as CEO of Valitas AG.
Does Valitas Sammelstiftung participate in fund commitments or only direct deals?
The firm invests as a limited partner in vehicles such as SFP Infrastructure Partners EUR and Prevalis Anlagestiftung.
What asset classes does Valitas Sammelstiftung hold?
Confirmed holdings include Swiss real estate, senior loans, insurance-linked securities, commodities and cryptocurrency exposure.
How does Valitas Sammelstiftung approach ESG factors?
The firm is a member of Swiss Sustainable Finance and uses Ethos for voting and engagement, with explicit focus on climate risks and stranded-asset avoidance.
Where does Valitas Sammelstiftung custody assets?
UBS acts as custodian and Pictet provides asset-management services.
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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