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    Helvetia Asset Management Ltd
    Helvetia Asset Management Ltd is regulated by the Swiss Financial Market Supervisory Authority, FINMA, and provides fund management and asset management services.
    Helvetia Asset Management Ltd
    We introduce ourselves.
    Get to know our partners.
    Learn more about the sustainability strategy.



    Services
    Helvetia Asset Management AG provides individual and customized real estate and mortgage investment solutions for pension funds. These include:
    Acquisition & Transaction management
    Real estate portfolio management advisory
    Real estate asset management
    Client representation
    Portfolio Management Mortgages

    Our specialists have many years of comprehensive expertise across the entire value chain in the management of real estate investments and in the management of mortgage investments for pension funds. With our extensive expertise, we develop services tailored to your needs and execute the mandates efficiently and customer-centric.

    Who we are

    Helvetia Asset Management Ltd 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 Ltd has its registered office in Basel, Switzerland, and is a wholly owned subsidiary of Helvetia Holding AG, St. Gallen, Switzerland.

    Fund management exper­tise with strong part­ners
    Get to know our partners:
    Construction fiduciary

    Helvetia Insurances

    Property Management

    Helvetia Insurances

    Custodian bank

    Zürcher Kantonalbank

    Fund accounting

    Huwiler Treuhand AG

    Market maker

    Bank J. Safra Sarasin AG

    Valuation expert

    Wüest Partner AG