Helvetia launches a consolidated range of services covering all financial matters
In uniting the respective products and services of Helvetia and Baloise, the Helvetia brand will offer an integrated overall portfolio spanning insurance, pensions and asset management, along with banking and real estate services. This means Helvetia can now support customers across their entire financial journey with solutions from a single source. The Swiss Financial Market Supervisory Authority FINMA granted prior approval for the merger of the Helvetia Baloise Group’s Swiss insurance companies.
30.06.2026 | Media information Swiss market
The Swiss Financial Market Supervisory Authority FINMA has approved the mergers of the Helvetia Baloise Group’s Swiss insurance companies in the life and non-life business. This represents a key milestone in the Group’s strategic plan to establish a uniform market presence and comes at an ideal moment ahead of the joint launch in Switzerland on 1 July 2026. Going forward, customers will benefit from a consolidated range of products and services under the Helvetia brand, bringing together insurance, pensions, asset management, banking and real estate services. In addition to property and life insurance, the portfolio comprises the products of European Travel Insurance (ERV), the services of Baloise Bank and the mortgage brokerage platform MoneyPark. The services provided by the leading digital insurance company Smile are also available for customers who primarily prefer to manage their insurance matters online.
“As the only insurance provider in Switzerland to offer such a broad range of services from a single source, we advise customers across their entire financial journey – from hedging to the sale of property. This builds on our existing ability to serve our customers and positions us as an even stronger partner for individuals and businesses in Switzerland,” says Martin Jara, CEO of Helvetia Switzerland.
Local presence remains a key competitive advantage
The merger further strengthens one of Helvetia’s core strategic assets: its extensive sales and service network. With 43 general agencies, around 150 locations and 1,700 advisers covering the whole of Switzerland, Helvetia is there for its customers, wherever they may be. “One in three households is insured with us or takes advantage of our pension policies. For the majority of our customers, the nearest Helvetia adviser is less than 20 minutes away,” says Simon Weiner, Head of Sales Network & Market Development at Helvetia Switzerland.
At the same time, Helvetia is systematically expanding its digital services. Customers are free to decide whether to seek advice at a branch, over the phone or via a digital channel.
A single contact person for all financial matters
Helvetia combines comprehensive financial advice with long-term customer support. Through their trusted contact person, customers benefit from expert guidance across all financial fields. Customer advisers have the option of calling on the support of specialists as required. This is possible thanks to a nationwide network of experts: Cooperation between specialists in investments, pensions and home ownership is coordinated across 14 locations, ensuring Helvetia’s advisory services throughout Switzerland are underpinned by relevant expert insights. Customers therefore benefit from comprehensive support from a single source, with the right solution for every situation.
By way of example, Helvetia can accompany customers throughout the process of buying a residential property – from the initial search and financing through to hedging, pension planning and the eventual sale or transfer of the property within the family. Customers receive advice on pensions, asset accumulation and insurance from one and the same provider. Business customers benefit from a combination of risk hedging, pension solutions and financial services.
Over the past few weeks, all staff members in the consolidated sales and customer advisory teams have undergone comprehensive training and been thoroughly briefed on the broader range of services, systems and joint consultancy approach now in place. “We strive to provide our customers with consistent, high-quality service across all touchpoints from day one. The launch of our joint market presence goes beyond the introduction of a unified product range. It also represents the union of our sales and customer advisory operations,” adds Simon Weiner.
Stronger for the future
The merger of Helvetia and Baloise brings together the strengths of the two long-established companies, each drawing on more than 160 years of experience, and provides enhanced operational capacity as a foundation for growth, investment and innovation. In particular, customers benefit from the following: Helvetia will be presenting its first new product innovations in the coming months. At the same time, additional investments in products, advice and digital services are intended to further enhance the customer experience and make it easier to access integrated financial and insurance solutions.
“As the only insurance provider in Switzerland to offer such a broad range of services from a single source, we advise customers across their entire financial journey – from hedging to the sale of property. This builds on our existing ability to serve our customers and positions us as an even stronger partner for individuals and businesses in Switzerland,” says Martin Jara, CEO of Helvetia Switzerland.
Local presence remains a key competitive advantage
The merger further strengthens one of Helvetia’s core strategic assets: its extensive sales and service network. With 43 general agencies, around 150 locations and 1,700 advisers covering the whole of Switzerland, Helvetia is there for its customers, wherever they may be. “One in three households is insured with us or takes advantage of our pension policies. For the majority of our customers, the nearest Helvetia adviser is less than 20 minutes away,” says Simon Weiner, Head of Sales Network & Market Development at Helvetia Switzerland.
At the same time, Helvetia is systematically expanding its digital services. Customers are free to decide whether to seek advice at a branch, over the phone or via a digital channel.
A single contact person for all financial matters
Helvetia combines comprehensive financial advice with long-term customer support. Through their trusted contact person, customers benefit from expert guidance across all financial fields. Customer advisers have the option of calling on the support of specialists as required. This is possible thanks to a nationwide network of experts: Cooperation between specialists in investments, pensions and home ownership is coordinated across 14 locations, ensuring Helvetia’s advisory services throughout Switzerland are underpinned by relevant expert insights. Customers therefore benefit from comprehensive support from a single source, with the right solution for every situation.
By way of example, Helvetia can accompany customers throughout the process of buying a residential property – from the initial search and financing through to hedging, pension planning and the eventual sale or transfer of the property within the family. Customers receive advice on pensions, asset accumulation and insurance from one and the same provider. Business customers benefit from a combination of risk hedging, pension solutions and financial services.
Over the past few weeks, all staff members in the consolidated sales and customer advisory teams have undergone comprehensive training and been thoroughly briefed on the broader range of services, systems and joint consultancy approach now in place. “We strive to provide our customers with consistent, high-quality service across all touchpoints from day one. The launch of our joint market presence goes beyond the introduction of a unified product range. It also represents the union of our sales and customer advisory operations,” adds Simon Weiner.
Stronger for the future
The merger of Helvetia and Baloise brings together the strengths of the two long-established companies, each drawing on more than 160 years of experience, and provides enhanced operational capacity as a foundation for growth, investment and innovation. In particular, customers benefit from the following: Helvetia will be presenting its first new product innovations in the coming months. At the same time, additional investments in products, advice and digital services are intended to further enhance the customer experience and make it easier to access integrated financial and insurance solutions.
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