A successful partnership feeds success for all

The Liberty Pension platform unites CD_J_Stiftungen foundations under one roof, which operate successfully in the market with numerous partners.

In addition to the traditional distribution channels such as intermediaries and advisors, Liberty cooperates closely with well-known Swiss private banks and FINMA regulated asset managers. Thanks to the open product architecture, these partners apply our innovative and flexible pension solutions in combination with their own investment products. Regional banks, as well as smaller 2nd and 3rd pillar institutions may also join the Liberty pension platform.

Your advantages

Access to Liberty products and solutions

Individualised client documentation

Partnership model offering a multitude of diverse cooperation opportunities

Personal support if required

Liberty supports intermediaries who utilise traditional pension solutions professionally. As your competent and reliable partner, we we would be pleased to make our state-of-the-art digital pension platform available to you.

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Liberty supports advisors, such as financial planners, brokers or fiduciaries, who are professionally involved in brokering and advising in traditional, as well as complex pension solutions.

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Liberty supports private, retail and regional banks as well as asset managers in offering their clients individualised, state-of-the-art pension and investment solutions in Switzerland.

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Are you a FinTech company interested in a partnership at eye level? Are you committed to technological innovation? Then we are the right partner for you.

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Through compare-invest.ch, we offer clients a unique comparison platform for 2nd and 3rd pillar investment products. We can count on our partnerships with many renowned providers. Would you like to become part of our success story?

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