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Baloise Asset Management

Helvetia Baloise Asset Management is one of Switzerland’s leading insurance asset managers, with over CHF 100 billion in assets under management. The Group division employs more than 450 people.

About Baloise Asset Management Ltd  

Baloise Asset Management Ltd was founded as an investment advisor and asset manager in 2001 and is licensed to operate as a fund management company. Baloise Asset Management Ltd is part of the Asset Management division of the Helvetia Baloise Group, and is responsible for managing the investment portfolios of both the Group and of institutional clients, in particular pension funds and collective foundations.

Our core business and focus
With over CHF 100 billion in assets under management and more than 450 employees, the Asset Management division offers broad-based investment expertise and a wide range of solutions. In particular, these include asset liability management, multi asset strategies, real estate and private markets.
Combined strengths for your investments

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.

Comprehensive pension and investment solutions from a single source

Private clients also benefit from our investment expertise as part of the Group-wide collaboration approach towards comprehensive pension planning. 

One of the top 5 Swiss real estate managers

With around CHF 20 billion in real estate assets under management, Helvetia Baloise 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.

A responsible approach to sustainability

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.

Further information
Baloise Asset Management
Institutional Investors
Baloise Asset Management
Real estate
Helvetia Investment Foundation
Baloise Investment Foundation for Pension Funds
Helvetia LOB Invest Group Foundation
Baloise Perspectiva Collective Foundation BVG
Private pension
Responsible Investment