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Private individuals

Lealta offers attractive securities solutions for vested pension benefits

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.

Lealta has a team of trained
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.