Private individuals
Would you like to invest your retirement savings? Depending on your preferences, you can prioritize security and open a cash-only vested benefits account, or if you favour better returns, invest retirement savings capital in a securities-based solution.
Instead of simply depositing your pension assets in a vested benefit account, Lealta Vested Benefit Foundation enables you to invest them in a securities-based solution. Usually, only institutional investors have access to these investments. This offers advantages, that will have a positive impact on the performance of your assets over the coming years. Using these favourable conditions will enable you to fit align your pension assets with your total assets and optimizing the return on your retirement capital.
The security of the pension assets entrusted to us enjoys the highest priority. Accordingly, we hold those funds with several dozen selected banks in accordance with legal requirements and strict guidelines. Swiss banks are subject to oversight by FINMA, the Swiss Financial Market Supervisory Authority, and apply the highest standards in handling the assets entrusted to them. A large selection of investment solutions from reputed banks, asset managers and product providers maximise diversification to minimise investment risks. For efficient processing, deposits and withdrawals are handled exclusively through our official paying agents. In addition to market-consistent interest rates, Lealta offers personalised service.
Vested benefits foundation
| Interest rates | 0.70 % |
| Account solution | 0.00 |
| Recovery of credit balances | 0.00 |
| Securities solution * | 0.00 |
| Emigration Service Standard Classic per account | CHF 600.00 |
| Emigration Service Premium Plus per account | CHF 1'200.00 |
Further information can be found in the fee schedule.
consultants to assist you in investing
your pension assets.
Our Foundation is subject to supervision by the Lucerne regulatory authority for BVG institutions and foundations. We invests and manage your pension assets in collaboration with our partners. In so doing, we undertake the utmost to preserve your mandatory and extra-mandatory pension assets.
We look forward to assisting you! Contact our experts.