Helvetia and Baloise Complete Asset Management Merger

On July 1, 2026, Helvetia and Baloise successfully merged their asset management units, solidifying their presence in the Swiss market. This merger, under Art. 3 of the Swiss Mergers Act, forms one of Switzerland's largest insurance asset managers, handling over CHF 100 billion in assets with a workforce exceeding 450 employees.

All assets and liabilities of Helvetia Asset Management have been transferred to Baloise Asset Management. Consequently, Helvetia Asset Management has been removed from the Commercial Register. Baloise will continue under the Helvetia Baloise Group brand for now.

Helvetia's role in managing the Swiss Property Fund has also been passed to Baloise, ensuring continuity for investors. No immediate changes to existing investment solutions are planned.