What types of clients are particularly suitable for Livica?

SMEs with flexibility needs, companies with own CFO/HR, international firms, and clients with external asset managers. Particularly suitable for governance and ESG-interested clients.

Vermittler (Berater & Broker)

Ideal target groups

SMEs with flexibility needs:

Individual design - Companies that want tailor-made solutions
Independent decisions - Firms that want to determine their own pension provision
Transparency-oriented - Companies that expect complete cost control
Quality-conscious - Companies with high service standards

Companies with own CFO/HR:

Professional administration - Teams that want more control over pension provision
Strategic planning - Companies with long-term financial planning
Detailed reporting - Need for comprehensive analyses and key figures
Governance focus - Interest in professional management and supervision

International firms:

Relief pensioner stock - Companies with balance sheet optimization needs
Complex structures - Organizations with multi-layered pension needs
Risk management - Focus on reducing long-term obligations
Separate solutions - Need for self-sufficient pensioner schemes

Clients with existing external asset managers:

Continuity - Continuation of proven partnerships
Specialized expertise - Use of established investment strategies
Integration - Seamless integration into Livica architecture
Best practice - Combination of Livica efficiency and special expertise

Governance, ESG and reporting interested clients:

Sustainable investments - Interest in ESG-compliant investment strategies
Transparent governance - Value on clear management structures
Comprehensive reporting - Need for detailed reporting
Compliance focus - High requirements for regulatory compliance

Consultation & Contact Our experts are happy to accompany you in defining and implementing your individual needs. Contact us for a non-binding consultation: