Helvetia Asset Management Ltd
Baloise Asset Management Ltd will now operate under the name Helvetia Asset Management Ltd. This brings the company name in line with its existing brand identity under the group-wide Helvetia brand.
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Baloise Asset Management Ltd will now operate under the name Helvetia Asset Management Ltd. This brings the company name in line with its existing brand identity under the group-wide Helvetia brand.
For our clients, this does not entail any changes to investment strategies, existing contracts or contact persons.
The Corporate Division Asset Management was established in 2001 (at that time under the name Baloise Asset Management) as an investment adviser and asset manager, and holds a fund management licence through its legal entity, Helvetia Asset Management Ltd. Helvetia Asset Management is responsible for asset management and the investment fund business of the Helvetia Baloise Group, as well as for institutional clients, in particular pension funds and collective foundations.
With over CHF 100 billion in assets under management and more than 450 employees, the Asset Management division offers a wide range of investment expertise and solutions. These include, in particular, real estate, multi assets and private markets, as well as asset liability management.
With the merger of Helvetia and Baloise, we are combining the complementary strengths of two leading Swiss asset managers. For institutional investors, this means an even broader foundation of investment expertise, in-depth knowledge of specialised investment solutions – particularly in pension provision, multi-asset strategies and real estate – and the stability of one of Switzerland’s largest insurance asset managers.
In Switzerland, Helvetia Baloise offers investment solutions for comprehensive pension planning, combining extensive knowledge and expertise in insurance, banking and asset management. Our investment solutions for pension provision are tailored to the individual needs of private investors and help them achieve their financial goals, such as a secure, worry-free retirement.
With around CHF 20 billion in real estate assets under management, Helvetia Asset Management is one of the five largest real estate asset managers in Switzerland. We cover the entire real estate value chain, from development, construction and administration to managing entire property portfolios.
Helvetia Baloise is aware of its responsibility when it comes to sustainability. We invest the money entrusted to us responsibly and manage assets in the interest of all stakeholders.
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