Business · Companies · 10 hrs ago
Baloise Asset Management renamed Helvetia Asset Management
Baloise Asset Management has been renamed Helvetia Asset Management as the wider Helvetia-Baloise group adopts one brand.
The change is another step in integrating two asset-management companies that joined together in early July 2026.
The business manages more than 100 billion Swiss francs in assets.
In real estate, it manages or advises on about 20 billion francs and says it is among Switzerland’s five largest real estate investment managers.
Its services for institutional clients include multi-asset strategies, real estate, mortgages and private markets.
Several investment funds have also been renamed as part of the unified market identity.
Baloise Asset Management AG has been renamed Helvetia Asset Management Ltd.
The change brings the asset-management business under the Helvetia brand, in line with the Helvetia-Baloise Group.
The renaming is part of the integration following the merger of the two asset-management companies in early July 2026.
The unit manages more than 100 billion Swiss francs, according to the report.
Its real-estate business manages or advises on about 20 billion francs in assets.
- Who
- Baloise Asset Management AG, now Helvetia Asset Management Ltd.
- What
- The company was renamed as part of a move to use the Helvetia brand across the group.
- When
- The change was reported on Monday, 2 November 2026.
- Where
- Switzerland.
- Why
- To align the asset-management business with the Helvetia brand and continue integration after the merger of the two asset-management companies.
This story does not have two clearly opposing sides.
The two asset-management companies were merged.
Baloise Asset Management reported that it had been renamed Helvetia Asset Management.
- New name
- Helvetia Asset Management Ltd
- Former name
- Baloise Asset Management AG
- Assets managed
- More than 100 billion Swiss francs
- Real-estate assets managed or advised
- About 20 billion Swiss francs
- Group brand
- Helvetia-Baloise Group