One stop shop for finance Contractors
The “hub” concept reflects our determination to bring together leading providers of pension and asset management services. This single point of entry (“one stop shop”) enables financial entrepreneurs to maintain a close relationship with highly qualified specialists to support their development in the highly competitive Swiss pension market:
- shared values and an entrepreneurial spirit
- a close relationship with the financial community
- benchmark service providers
- irreproachable governance
- a culture of wealth advice and wealth management.
lemania – pension hub’s mission is to bring together, on a single platform, the occupational and private pension solutions best able to meet the needs of the demanding clientele of Financial Entrepreneurs:
- a 100% digital onboarding platform, with digital customer lifecycle management (CLM) and a digital signature
- individual web portals for clients, including access to performance reports and administrative documentation relating to their pension plans
- OPP-compliant investment funds selected and monitored by an investment committee independent of approved asset managers
- a dedicated flagship lemania-pension fund, with an attractive remuneration model for marketing and promotion for authorized partners
- co-branding and white-labelling opportunities for partner brokers, wealth managers and asset managers
Our partners
The lemania – pension hub is an open platform that brings together a series of reference partners who share the same vision of pension provision, dynamism and values. The governance of the structure is designed to meet current standards, given that independence, transparency and good practice are essential aspects of pension fund management today. All lemania members can also claim to be audited by the authorities in their field.
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