• Search
  • DE
    FR
    IT
I am interested in
?
The “Search” function is not available at the moment, please try again later.
Please get in contact with us. To contact form
EN
DE
FR
IT

Business partners

Complementa Ltd.
Complementa is entrusted with the calculation of net asset values (NAV) and the management of financial accounting.
Edmond de Rothschild REIM (Suisse) Ltd.
Edmond de Rothschild REIM (Suisse) is appointed for the portfolio management advisory of the investment group Romandie Real Estate.
Enerprice Partners Ltd.
Enerprice is responsible, among other things, for processing and controlling the energy and water consumption data of the real estate assets of the investment foundation.
finovo Ltd.
finovo is entrusted with the mortgage management of the investment group Swiss Mortgages.
Helvetia Asset Management Ltd.
Helvetia Asset Management is responsible for the management of the Helvetia Investment Foundation and the distribution of the investment groups. Additionally, it takes on the asset management of the mixed instruments BVG-Mix and BVG-Mix Plus 35, the asset and portfolio management advisory of the Real Estate Switzerland investment group, and the mortgage portfolio management of the Mortgages Switzerland investment group.
Helvetia Insurance
Helvetia Insurance offers a wide range of services and insurance products.
Bank J. Safra Sarasin Ltd.
The bank J. Safra Sarasin acts as the custodian bank for the real estate and mortgage investment groups.
Jones Lang LaSalle
JLL is appointed as an independent second evaluator for direct real estate investments.
MoneyPark Ltd.
MoneyPark is a sourcing partner for the investment group Swiss Mortgages.
pom+Consulting Ltd.
pom+ supports the investment foundation in sustainability matters related to real estate investments and, as an independent sustainability expert, prepares environmental indicators for the real estate investment groups of the investment foundation.
Privera Ltd.
Privera is entrusted with the real estate management of the investment group Real Estate Romandie.
Swisscanto Invest by Zürcher Kantonalbank
Helvetia Investment Foundation invests in equity and bond funds from Swisscanto Invest.
Bank Vontobel Ltd.
Vontobel is entrusted with wealth management and active asset management of the investment group Swiss Equities Smart Beta Dynamic 100 ESG. Additionally, it acts as the custodian bank for the aforementioned investment group.
Zürcher Kantonalbank
The Zurich Cantonal Bank acts as the custodian for the mixed instruments of the investment foundation.