Geneva WM teams up with platform to offer pension plans

The solutions are aimed at entrepreneurs and executives and include tailor made portfolios for vested benefits assets of more than CHF 750,000 and diversification among several asset classes.

Geneva-based Forum Finance Group has teamed up with independent platform Liberty to offer pension plans.

The solutions are aimed at entrepreneurs and executives and include tailor-made portfolios for vested benefits assets of more than CHF 750,000 and diversification among several asset classes.

Forum Finance Group’s managing partner Hippolyte de Weck, who oversees the pension solutions business, said: ‘A perfect knowledge of the technical intricacies of insurance, taxation and pension planning is naturally essential.

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