- Visana Group acquired a strategic minority stake in Liberty Vorsorge AG.
- Visana’s participation will support Liberty Vorsorge upon its successful continuation of its growth strategy whilst allowing Visana to serve its client base with an even broader expertise and product range along the clients’ whole lifecycle.
- Liberty Vorsorge, founded in 2005, is the leading independent online platform in Switzerland, offering comprehensive occupational and private pension solutions to individuals, SMEs, corporate clients and institutional investors. Liberty Vorsorge serves more than 30’000 clients with assets exceeding CHF 4bn on its platform.
- Visana Group, headquartered in Bern, is one of the leading Swiss insurance companies focusing on health and accident insurances. It serves its clients with 50+ agencies around Switzerland and more than 1’400 employees.
- CFM was mandated by Liberty Vorsorge and its shareholders as their exclusive M&A lead advisor.
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