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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