on Baloise Asset Management AG (isin : CH0414551033)
Helvetia Asset Management Unifies Market Presence
On November 2, 2026, Helvetia Asset Management Ltd (HAM) announced its new market presence as part of the Helvetia Group brand. This change follows the integration of Baloise Asset Management Ltd into the entity, making it one of Switzerland's largest insurance asset managers with over CHF 100 billion in assets and about CHF 20 billion in real estate assets. The move is a significant milestone in the ongoing merger process within the Helvetia Baloise Group.
Helvetia Asset Management Ltd ranks among the top five real estate investment managers in Switzerland, managing a broad spectrum of real estate assets. Additionally, they offer specialized investment solutions including multi-asset strategies, mortgages, and private markets for institutional and private clients.
The renaming of numerous investment funds complements this unified market presence initiative. Detailed information is available on their official website.
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