Helvetia Asset Management is expanding its activity and is taking over the advisory mandate for the Real Estate Switzerland investment group of the Helvetia Investment Foundation

01.12.2020 | Media release

Helvetia Asset Management AG is taking over the investment advisory mandate for the "Real Estate Switzerland" investment group of the Helvetia Investment Foundation. The Real Estate division at Helvetia Insurance has handled this investment advisory mandate on behalf of the Helvetia Investment Foundation since 2015. The "Real Estate Switzerland" investment group has grown substantially in recent years and currently manages a real estate portfolio with 51 properties and total assets of around CHF 870 million. Over 210 employee benefit institutions have invested with the investment group.

The mandate comprises the management advisory real estate portfolio, asset management, transaction management and client representation. Within Helvetia Asset Management AG the mandate will be managed by the newly created "Real Estate Portfolio Management Advisory" department under Ana Dobrovoljac.

Activities expanded to include third-party customers
In taking over the mandate, Helvetia Asset Management AG is pursuing one of its strategic goals, namely to provide its investment expertise to third parties, in addition to managing real estate funds, and to develop new customer groups – employee benefit institutions.

Contact information

Media
Jonas Grossniklaus
Head of Media Relations

Phone: +41 58 280 50 33
media.relations@helvetia.ch

Further information

Media release (PDF)

Media releases overview

About Helvetia

Helvetia Asset Management AG is regulated by the Swiss Financial Market Supervisory Authority, FINMA, and provides fund management and asset management services. It offers collective investment schemes and is an independent fund manager operating in the interests of its investors. The company also handles investment advice and asset management, client representation and transaction management for employee benefit institutions, namely for real estate portfolios. Helvetia Asset Management AG has its registered office in Basel, Switzerland, and is a wholly owned subsidiary of Helvetia Holding AG, St. Gallen, Switzerland.

Cautionary note

This document was prepared by Helvetia Asset Management AG and may not be copied, altered, offered, sold or otherwise distributed to any other person by any recipient without the consent of Helvetia Asset Management AG. The German version of this document is decisive and binding. Versions of the document in other languages are made available purely for information purposes. Although all reasonable effort has been made to ensure that the facts stated herein are correct and the opinions contained herein are fair and reasonable, where any information and statistics are quoted from any external source such information or statistics should not be interpreted as having been adopted or endorsed as accurate by Helvetia Asset Management AG. Neither Helvetia Asset Management AG nor any of its directors, officers, employees and advisors nor any other person shall have any liability whatsoever for loss howsoever arising, directly or indirectly, from any use of this information. The facts and information contained in this document are as up to date as is reasonably possible but may be subject to revision in the future. Neither Helvetia Asset Management AG nor any of its directors, officers, employees or advisors nor any other person makes any representation or warranty, express or implied, as to the accuracy or completeness of the information contained in this document.