Liberty | Liberty 3a: Financial security and tax savings for retirement

Board of Trustees / Management

Function

Chairman of the Board of Trustees

Year of birth

1957

Profession

Council of States of Canton Uri

Education

Teacher training college Altdorf and Rickenbach SZ: graduated as elementary school teacher

ETH Zurich: professional officer training with the Swiss Army

General Staff course to the rank of colonel and regimental commander

NATO Defense College Rome: International studies in security policy

Professional career

8 years as elementary teacher in Attinghausen / UR
19 years as career officer and commander in the Swiss Army
2004 - 2016 member of the government of Canton Uri, 6 years as security director
2010 - 2016 financial director of Canton Uri

Current mandates and memberships

Member of various boards of directors and boards of trustees

Josef Dittli

Chairman of the Board of Trustees

Function

Vice President of the Board of Trustees

Year of birth

1959

Profession

Independent and professional Director (Boards of Trustees, Boards of Directors); social insurance strategy consultant; publications and talks on all aspects of occupational benefits.

Education

lic. iur. (Law degree) and various further education and advanced training courses (Helvetia, Uni Basel and Uni St. Gallen)

Professional career

4 years Head of Occupational Benefits, Member of the Executive Committee Helvetia Group
15 years Head of the Corporate Pension Market Division, Member of the Executive Committee Helvetia CH
4 years Head of Customer Division Corporate L/NL, Member of the Executive Committee Helvetia CH
5 years Managing Director Servisa Collective Foundation of the Swiss Cantonal Banks
3 years Company consultant BVG Patria Versicherungen

Current mandates and memberships

Chairman of the Board of Trustees of Helvetia Investment Foundation
President of BVSA, the Regulatory Authority for BVG/LPP occupational benefits institutions and foundation of the cantons AG and SO

Donald Desax

Vice President of the Board of Trustees

Function

Member of the Board of Trustees

Year of birth

2025

Profession

Independent Board of Trustee and Board of Administration member

Education

Study of law, University of Zurich
Dissertation University of Zurich "Die Stellung des Arbeitnehmers im BVG. Obligatorium und freiwillige berufliche Vorsorge"
«Advanced Management Programme», INSEAD, Fontainebleau

Professional career

14 years as Head of Competence Centre for autonomous pension funds (Helvetia Insurance); member of the Management; management functions at various collective and investment foundations
3 years Head of Broker Centre Helvetia Patria
10 years as Head Key Accounts and Team Leader at Swiss Life/Rentenanstalt
2 years as auditor and legal secretary at the District Court of Zurich

Current mandates and memberships

Stefano Beros

Member of the Board of Trustees

Function

Member of the Board of Trustees

Year of birth

1977

Profession

Partner and member of the executive committee of Bommer + Partner Treuhandgesellschaft, Bern

Education

Commercial apprenticeship with a bank, business economist (FH), training as a certified public accountant

Professional career

10 years with Baloise Bank SoBa in Solothurn: client relations and controlling and finance department
6 years as auditor with PriceWaterhousCoopers in Bern: audit of SMEs and occupational benefits institutions
Since 2008, partner and member of the executive committee of Bommer & Partner Treuhandgesellschaft in Bern (bookkeeping, payroll administration, financial and tax consulting, auditing) / Special function: head of audit department.

Current mandates and memberships

Membership with ExpertSuisse, TreuhandSuisse and veb.ch
Member of the Swiss Cadre Organisation SCO
President of the Board of Directors of the Swiss Business Federation - Finance

Beat Stalder

Member of the Board of Trustees

Function

Chief Executive Officer

Year of birth

1960

Profession

CEO

Education

2001 – 2003 Executive MBA, EMBA, Business School Lausanne (BSL)
1990 J.P. Morgan New York, Internship
1983 – 1986 Commercial apprenticeship HandelsBank Natwest, Zürich

Professional career

2003 – ongoing Liberty Pension Ltd. (Successor to swissclear ag, Founder / Member of the Board of Directors / CEO
2014 – ongoing SVZ Schweizer VerbandsZentrum AG, Founder and Member of the Board of Directors
2000 – 2003 Morgan Stanley Schweiz AG, Head of Operations, Zürich
1997 – 2000 J.P. Morgan Asset Management, Member of the Operations Management Team, London
1987 – 1997 J.P. Morgan (Suisse) SA, Head of Operations, Genf
1986 – 1987 HandelsBank Natwest (today UBP), Genf

Current mandates and memberships

Chairman of the Board of Directors of Multi-Concept Group AG, Schwyz
Board of Directors at Investor Coaching AG, Zug

Oliver Bienek

Chief Executive Officer

CD_Q_3a_Vorsorgenehmer

contracts with accountholders

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client assets

CD_Q_3a_Aktienanteil

max. equities content

2008

Established

Liberty 3a Retirement Foundation

Your advantages

Maximum equities content 100%

Online services

Large selection of investment options

No more than five separate 3a retirement savings accounts

Board of Trustees / Management

Josef Dittli

Donald Desax

Stefano Beros

Beat Stalder

Oliver Bienek

Organisation

Regulatory Authority

Auditor

Administration

Commercial Register

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