Vermittler (Berater & Broker)

Transparent reporting

Regular reports:

  • Monthly/quarterly reports - On investment performance and coverage ratios

  • Development reports - Changes within each pension scheme

  • Performance benchmarking - Comparison with selected market indices

Access to consolidated overviews:

  • Comparative analyses - Performance comparisons between investment strategy and benchmark

  • Trend analyses - Long-term developments and patterns

  • Custom reports - Individually adaptable reporting

Personal contact persons:

  • Professional and management level - Direct access to decision makers

  • Dedicated relationship manager - Fixed contact persons for intermediaries

  • Regular review meetings - Structured discussion of client development

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

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

English