Liberty | Liberty 1e Flex Invest - Bel Étage management plans

Board of Trustees / Management

Function

Chairman of the Board of Trustees

Year of birth

1959

Profession

Independent and professional Director (Boards of Trustees, Boards of Directors); social insurance strategy consultant; publications and talks on all aspects of occupational benefits.

Education

lic. iur. (Law degree) and various further education and advanced training courses (Helvetia, Uni Basel and Uni St. Gallen)

Professional career

4 years Head of Occupational Benefits, Member of the Executive Committee Helvetia Group
15 years Head of the Corporate Pension Market Division, Member of the Executive Committee Helvetia CH
4 years Head of Customer Division Corporate L/NL, Member of the Executive Committee Helvetia CH
5 years Managing Director Servisa Collective Foundation of the Swiss Cantonal Banks
3 years Company consultant BVG Patria Versicherungen

Current mandates and memberships

Chairman of the Board of Trustees of Helvetia Investment Foundation
President of BVSA, the Regulatory Authority for BVG/LPP occupational benefits institutions and foundation of the cantons AG and SO

Donald Desax

Chairman of the Board of Trustees

Function

Member of the Board of Trustees

Year of birth

1957

Profession

Council of States of Canton Uri

Education

Teacher training college Altdorf and Rickenbach SZ: graduated as elementary school teacher

ETH Zurich: professional officer training with the Swiss Army

General Staff course to the rank of colonel and regimental commander

NATO Defense College Rome: International studies in security policy

Professional career

8 years as elementary teacher in Attinghausen / UR
19 years as career officer and commander in the Swiss Army
2004 - 2016 member of the government of Canton Uri, 6 years as security director
2010 - 2016 financial director of Canton Uri

Current mandates and memberships

Member of various boards of directors and boards of trustees

Josef Dittli

Member of the Board of Trustees

Function

Member of the Board of Trustees

Year of birth

1972

Profession

Independent asset manager and investment advisor

Education

Degree in economics from HSG; CFA Charter holder; certified tax consultant

Professional career

Over 12 years’ investment consulting and asset management experience as co-founder of 2 asset management firms
Formerly employed as Investment Manager with a Family Office
Over 3 years’ experience as tax advisor in the financial services sector

Current mandates and memberships

Member of the CFA Society

Alessandro Rizzi

Member of the Board of Trustees

Function

Member of the Board of Trustees

Year of birth

1974

Profession

Senior Wealth Planner Switzerland and International

Education

Master in law (University of Geneva), IAF Federal Financial Adviser Certificate, IAF Federal Occupational Benefits Adviser Certificate

Professional career

Over 25 years of professional and specialised experience in the areas of wealth and financial planning at various banking institutions.

Tania Sarbach

Member of the Board of Trustees

Function

Member of the Board of Trustees

Year of birth

1977

Profession

Partner and member of the executive committee of Bommer + Partner Treuhandgesellschaft, Bern

Education

Commercial apprenticeship with a bank, business economist (FH), training as a certified public accountant

Professional career

10 years with Baloise Bank SoBa in Solothurn: client relations and controlling and finance department
6 years as auditor with PriceWaterhousCoopers in Bern: audit of SMEs and occupational benefits institutions
Since 2008, partner and member of the executive committee of Bommer & Partner Treuhandgesellschaft in Bern (bookkeeping, payroll administration, financial and tax consulting, auditing) / Special function: head of audit department.

Current mandates and memberships

Membership with ExpertSuisse, TreuhandSuisse and veb.ch
Member of the Swiss Cadre Organisation SCO
President of the Board of Directors of the Swiss Business Federation - Finance

Beat Stalder

Member of the Board of Trustees

Function

Member of the Board of Trustees

Year of birth

1986

Profession

Managing Partner Footuro AG

Education

Doctorate in social and economics sciences, Master of Arts in Business Administration, CAS in International Sports Organization, Futures and options traders licence

Professional career

Since 2017 Managing Partner of Footuro AG, a national and international consulting and support agency for professional athletes.
Co-founder and CFO of Fieldoo AG since 2019, which specialises in internet platforms and services in online marketing and event management.

Dr. rer. soc. oec. Philippe Strittmatter

Member of the Board of Trustees

Function

Chief Executive Officer

Year of birth

1964

Barbara Bienek

Chief Executive Officer

CD_Q_Flex_Vorsorgenehmer

contracts with accountholders

CD_Q_Flex_Firmenkunden

affiliated companies

CD_Q_KG_Flex_EN

client assets

2009

Established

Liberty 1e Flex Invest Foundation

Your advantages

Tax optimisation within legal limits

Individual choice of strategy

Association solutions (AHV/AVS) for self-employed professionals

Personal consulting

Board of Trustees / Management

Donald Desax

Josef Dittli

Alessandro Rizzi

Tania Sarbach

Beat Stalder

Dr. rer. soc. oec. Philippe Strittmatter

Barbara Bienek

Organisation

Regulatory Authority

Auditor

Accredited Pension Actuary

Administration

Commercial Register

WHERE TO FIND US

SOLUTIONS

SUBPAGE