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client assets

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2008

Established

Liberty 3a Retirement Foundation

Do more with your money. Save for retirement and save on taxes. Look forward to a future that is financially secure. This is possible thanks to tax-relief provisions for private pillar 3a retirement savings plans, and through home ownership.

Established in 2008, Liberty Foundation for 3a Retirement Savings can help you. The independent Foundation is based in Schwyz and specialises in the management and administration of 3a retirement savings. It offers holders of pillar 3a accounts and policies the possibility of investing their savings or security investments at attractive conditions in a tax-friendly environment.

The Foundation is subject to supervision by the competent regulatory authority for foundations and BVG/LPP occupational benefit institutions and is listed in its register. 

Your advantages

Maximum equities content 100%

Online services

Large selection of investment options

No more than five separate 3a retirement savings accounts

Board of Trustees / Management

Josef Dittli

Chairman of the Board of Trustees

Donald Desax

Deputy Chair/Vice President

Dr. iur. Stefano Beros

Member of the Board of Trustees

Beat Stalder

Member of the Board of Trustees

Oliver Bienek

Chief Executive Officer