We look forward to meeting you!

As a portfolio manager, you are affiliated with a supervisory body accredited with FINMA in accordance with the FinIA. Liberty supports banks and portfolio managers looking to offer their clients modern and individual pension and investment solutions in the second and third pillars. As a competent and reliable partner, we place our pension platform at your disposal and help you customise your modular pension and investment solutions or transfer your existing pension portfolio. 

As an asset manager, you may choose from a selection of custodian banks. As a bank, you will naturally act as custodian bank, ensuring that your clients’ assets continue to be held at your bank.

As your partner, we will support you in providing your clients with the best possible advice. For your individual and personal support, a central contact person at Liberty will be at your disposal and will assist you with the onboarding of your clients.

Interested? Our relationship managers look forward to hearing from you.

Make an appointment with us