Mandate Invest with direct investment/funds

Asset management mandates with direct investment are available from CHF 1 million in 2nd pillar pension assets. For reasons of liquidity and costs, these can be supplemented with investment funds.
 

Thanks to Liberty Pension's open investment platform, nearly all our accredited partner banks and asset managers offer you excellent terms and conditions. Those terms and conditions are normally only available to qualified investors. This advantage should favourably affect performance over the long term. With the support of Liberty's partners, you can thus attune your pension assets with your general financial situation, maximising performance on your retirement savings capital. Moreover, when you wind up your portfolio, you can have the securities transferred into your private assets.
 

Investing in securities only makes sense if you have the necessary capacity for risk and are prepared to take a medium to long-term perspective. Normally, the higher the share of the variable-yield and foreign currency investments, the higher the risk of price fluctuations. You are not entitled to a minimum interest rate or to any asset-value guarantees on the portion of your retirement savings invested in securities. As the client, you alone bear the investment risk.
 

"Mandate Invest with investment funds" offers you a wide choice of FINMA licensed asset managers who can invest and manage your pension assets in the form of collective investment funds.