Business Partner

Administrative and regulatory requirements are continuously growing. Pension administration is becoming increasingly demanding and time-consuming. Lealta Vested Benefits Foundation offers numerous services to the employees and managers of employer-sponsored occupational benefits institutions and multi-employer foundations, as well as to financial intermediaries, consultants, insurance brokers, lawyers, tax advisors, and HR managers. Especially Banks, portfolio managers and consultants can rely on Lealta to provide an interesting complement to their existing advisory services.

In addition to the administration of pension assets, the professional management of assets is part of our core competencies. For this purpose we coöperate with intermediaries and consultants, as well as with renowned private banks and FINMA regulated asset managers in Switzerland. These implement innovative and flexible investment solutions.