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.
This media release is also available on our website www.helvetia-am.ch