Helvetia Baloise to become leading multi-line insurer in Switzerland

One in three households in Switzerland will be insured with Helvetia Baloise or arrange their pension through the company in future. The merger of equals offers the new company a unique opportunity to grow sustainably and take on a leading position in the Swiss insurance market. The merger also significantly increases the economic and social importance of Helvetia Baloise for Switzerland as a business location.
 
Customers benefit in many ways
The two million-plus customers of the two companies will benefit from a denser network of agencies with a total of 150 locations and over 1,700 advisers in all parts of the country and all language regions. In future, Helvetia Baloise will be able to offer an even broader range of products and services in the areas of insurance, pensions, assets and real estate from a single source. A new organisational structure based on experienced managers from both companies combines the strengths of the two companies and lays the groundwork for the company’s ambition to become the leading insurance company in Switzerland and a major European market player with strong Swiss roots.

Experienced managers in a new organisational structure
The new Executive Board of Helvetia Baloise Switzerland consists of Martin Jara CEO Switzerland (previously CEO Switzerland, Helvetia), Andrea Kleiner, Head of Non-Life Switzerland (previously Head of Corporate Clients Switzerland, Baloise), Patric Olivier Zbinden, Head of Pensions Switzerland (previously Head of Client Services Switzerland, Baloise), Simon Weiner, Head of Sales Network & Market Development Switzerland (previously Head of Sales Network Switzerland, Helvetia), Mathias Zingg, Head of Partners & Alternative Distribution Channels Switzerland (previously Head of Sales & Marketing Switzerland, Baloise), Clemens Markstein, Head of Client Services & Integration Switzerland (previously CEO Switzerland, Baloise), Thomas Schöb, CEO of Baloise Bank AG (as previously), Matthias Trunz, CFO Switzerland (previously CFO Switzerland, Helvetia), Sandra Hürlimann, CTO Switzerland (previously Group CTO Helvetia), Hamiyet Dogan, Chief Human Resources Officer Switzerland (previously Head of HR Switzerland, Helvetia) and Karina Schreiber, Group Chief Risk Officer and ad interim CRO Switzerland (previously Group Chief Risk Officer Helvetia).
 
Great potential
CEO Switzerland Martin Jara emphasises the great potential of the merger: "The new management team brings together the employees, expertise and strengths of both companies. Together, we will create a leading company in the Swiss insurance market that creates high added value for our customers thanks to its outstanding field service and the broadest range of expertise on the market." Smile, ERV and MoneyPark as well as Baloise Bank continue to play an important role. "No one on the market can provide more comprehensive advice on insurance, pensions, assets and real estate matters than Helvetia Baloise," says Martin Jara.

At the same time, Helvetia Baloise’s CEO Switzerland would like to thank the departing members of the Executive Board for their many years of support and their contribution to the successful preparation of the merger: Adrian Kollegger (Non-Life Switzerland, Helvetia), Hedwig Ulmer-Busenhart (Pensions Switzerland, Helvetia), Urs Bienz (Head of Finance, Risk & IT Switzerland, Baloise), Yannick Hasler (Head of Private Clients Switzerland, Baloise), Jan Kundert (Clients & Market Management Switzerland, Helvetia) and Ralph Jeitziner (Sales Switzerland, Helvetia).   
 
Existing insurance coverage and all customer contracts will remain unchanged. The integration of the product landscapes will be staggered over three years; the first new products will be launched as early as 2026. Helvetia Baloise’s new brand identity will be presented on 15 April 2026 at the Group’s Capital Markets Day.