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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.



Our specialists have spent many years developing comprehensive expertise in managing real estate investments for employee benefit institutions. With our extensive specialist knowledge, we develop services tailored to your requirements, performing our mandates efficiently and with a strong customer focus.

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