Switzerland’s leading insurance asset manager

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 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.

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.