Through Liberty Invest, our Foundation offers attractive investment opportunities for your pension assets. Being independent, we can work with many different banks and investment foundations to always ensure the best possible solutions for our clients and partners.

With a starting capital of CHF 20,000, you can choose between the investment products of the providers listed on our website. This unique investment platform assures you the benefit of the reduced management fees normally reserved for institutional investors on practically all our providers’ institutional investment funds. This significant advantage should have a positive effect on your performance over time.

With pension assets of CHF 100,000 or more, you may also choose a customised investment solution. In this case, your vested benefits can be managed by your own asset manager, or by one of our partner banks. In exceptional cases, you can manage your own portfolio together with us. And you can choose your custodian bank. All the premises are thus on hand to ensure that your pension asset management is attuned to your general financial situation and to maximise performance on your retirement savings capital.

Investing in securities only makes sense in a medium to long-term perspective. The larger the equity and foreign currency content of your portfolio, the higher the price fluctuation risk. When you invest your pension assets in securities, you are not entitled to a minimum interest rate or to any asset-value guarantees in respect of such investments. Investment risks are borne by you, the client, alone.

To satisfy growing demand, we shall continue to expand our offer of pension asset investment solutions. New partners and investment products will be regularly presented on this site.

We remain at your disposal to advise and assist you in your choice.