The integration of the Helvetia Baloise Group has taken another significant step forward with the renaming of Baloise Asset Management Ltd to Helvetia Asset Management Ltd (HAM). The entity now operates under the Helvetia Group brand, establishing a unified market presence, according to a press release distributed via NEWMEDIAWIRE.
The move follows the completion of the merger of the group’s two asset management companies at the start of July 2026. With over CHF 100 billion in assets under management, the Helvetia Baloise Group’s Asset Management division ranks among Switzerland’s largest insurance asset managers. It also ranks among the country’s top five real estate investment managers, managing or advising approximately CHF 20 billion in real estate assets for internal and external clients.
“By establishing a unified market presence, we are bringing together the extensive experience and complementary strengths of both organisations. This enables us to offer our clients a broader range of investment solutions and support them in achieving their long-term investment objectives,” said André Keller, Group Chief Investment Officer.
The division covers the entire real estate value chain, from development and construction to property management and the management of entire portfolios, complemented by mortgage investment solutions. Building on more than 160 years of experience in managing insurance assets, Helvetia Asset Management Ltd offers pension funds, insurance companies and other institutional investors access to multi-asset strategies, real estate, mortgages and private markets.
Private clients also benefit from the group’s investment expertise through collaboration across insurance, banking and asset management in pensions and assets, supporting individual retirement planning. As part of the unified market presence, numerous investment funds have also been renamed, with more information available at https://www.helvetia-asset-management.com/.
The rebranding matters because it signals the near-completion of the Helvetia Baloise integration, creating a single asset management brand with the scale to compete for institutional mandates and real estate investments in Switzerland and beyond. For clients, the unified identity simplifies engagement with a manager overseeing more than CHF 100 billion, while the renamed funds require investors to update their records. The full release is available via www.newmediawire.com.
