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Helvetia Asset Management Information about the New Brand Identity
Answers to the key questions about the change from Baloise Asset Management Ltd to Helvetia Asset Management Ltd.
Why does Baloise Asset Management Ltd now operate as Helvetia Asset Management Ltd?

The change of name brings the company’s name in line with its existing brand identity under the Helvetia brand. Baloise Asset Management Ltd will therefore now operate under the name Helvetia Asset Management Ltd.
When does the company name change take place?

The former Baloise Asset Management Ltd operates under the name Helvetia Asset Management Ltd with immediate effect.
Are investment strategies or investment processes changing?

No. As part of the unified market presence, the names of certain investment funds are being changed. However, the company name change does not affect investment strategies or their implementation.
What changes for clients?

Apart from the new brand identity and updated fund names, there are no significant changes for clients. Existing services, contracts and contact persons remain unchanged.
Will my points of contact change, and do I need to take any action?

No. Your existing points of contact will remain the same and will continue to provide you with the usual services. Clients do not need to take any action.