Services for Private Clients

Liberty is the first vested benefit foundation in Switzerland to offer private clients the possibility of defining their own investment strategy and, for clients with pension assets of CHF 100,000 or more, of making their own asset management decisions. Liberty helps you with the legal investment guidelines and monitors your compliance with those guidelines.

Transparent deposit and account information

Liberty sends you regular account statements showing your detailed positions. At the end of the year, you receive a detailed annual account and securities deposit statement.

“Best-in-class” product recommendations

Liberty always strives to recommend the product best suited to your needs. We offer an extensive range of first-class products. And we select the best products from the relevant providers.