The renaming of Baloise Asset Management Ltd to Helvetia Asset Management Ltd (HAM) marks another milestone in the integration of the Helvetia Baloise Group, establishing a unified market presence for its asset management division. The division, with over CHF 100 billion in assets under management, ranks among Switzerland's largest insurance asset managers and among the country's top five real estate investment managers, managing or advising approximately CHF 20 billion in real estate assets.
"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 move follows the merger of the group's two asset management companies at the start of July 2026, and the rebranding signals that the integration is advancing rapidly.
For institutional clients such as pension funds and insurance companies, HAM offers a broad range of investment capabilities, including multi-asset strategies, real estate, mortgages and private markets. The division covers the entire real estate value chain, from development and construction to property management and portfolio management, complemented by mortgage investment solutions. Private clients also benefit from the group's investment expertise through collaboration across insurance, banking and asset management in pensions and retirement planning.
The rebranding extends to numerous investment funds, which have also been renamed as part of the unified market presence. Further details are available via https://www.helvetia-asset-management.com/ and www.helvetia-asset-management.com.
The unified brand matters because it consolidates more than 160 years of insurance asset management experience under a single identity, giving third-party clients a clearer entry point to the combined capabilities of two formerly separate organisations. It also strengthens the Helvetia Baloise Group's competitive position in Switzerland's institutional market, where scale and a coherent brand can help attract pension funds and other investors seeking diversified solutions. The original release is available via www.newmediawire.com.
