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Helvetia invests in MoneyPark and pushes ahead with digitisation

16.12.2016 - The Helvetia Group is taking over 70% of the shares of MoneyPark, the biggest mortgage intermediary in Switzerland. With this majority interest, the insurance company is investing in a new business model and is pushing ahead with digitisation. At the same time, MoneyPark is a first strong anchor for Helvetia in building a "home" eco system. MoneyPark will continue to operate as an independent company and will not be integrated into Helvetia.

With immediate effect, MoneyPark is now part of the Helvetia Group, which has acquired 70% of its shares. Helvetia bought the shares for a total price of CHF 107 million. In addition to the other shareholders, the founders and Tamedia still own some 20% of the company.


Unique business model

Since its establishment in 2012, MoneyPark has cemented its position as the biggest mortgage broker in the Swiss market with a unique business model as a technology-based and independent intermediary. The company combines an online platform with personal consulting services: with the credit criteria of more than 70 financing partners stored on a proprietary, web-based platform, reliable comparisons of interest conditions can be done immediately. Personal consulting services are provided at 20 branches in Switzerland or via video. MoneyPark now also offers the first online market place for mortgage refinancing in Switzerland. In addition, MoneyPark offers pension advice as well as robo-advisor investment services, and will in future also offer real estate-related property insurance products. The sales and advisory processes are supported by a strong IT infrastructure, which allows the company to focus fully on the needs of its customers.


Towards an excellent customer journey in the "home" eco system

By acquiring the majority stake in MoneyPark, Helvetia is adding a new, independent business model to its current portfolio. "With this acquisition we are not only tapping into new sources of revenue, but also opening up access to new customers and a broader range of products," says Philipp Gmür, Group CEO of Helvetia. "The acquisition is also an important step towards digitisation and an improved customer centricity as part of our helvetia 20.20 strategy." Helvetia intends to exploit the benefits offered by the IT platform and the efficient mortgage advisory and sales processes. With MoneyPark as the first strong anchor, the insurance company also wants to build up a "home" eco system. The companies participating in the network will thus profit from gaining access to customers, while the customers themselves will benefit from a continuous and excellent customer journey.


MoneyPark to remain an independent unit

"In Helvetia, the young fintech company MoneyPark is gaining a very established Swiss insurance company as a strategic and financially strong partner. Helvetia will help us to take MoneyPark to new heights," says Stefan Heitmann, founder and CEO of MoneyPark. "What is important is that we will continue to operate as an independent company and play our role as an independent intermediary in the mortgage business and the business with tailor-made pension solutions." MoneyPark will therefore not be integrated into Helvetia, but will be managed as an independent unit of the Helvetia Group with its own governing and executive bodies. Stefan Heitmann and his the current management team will continue to manage the company.


For further information please contact:


Helvetia Gruppe

Susanne Tengler

Head of Investor Relations

Dufourstrasse 40

CH-9001 St.Gallen


Phone: +41 58 280 57 79



Helvetia Gruppe

Christina Wahlstrand-Hartmann

Head of Media Relations

Dufourstrasse 40

CH-9001 St.Gallen


Phone: +41 58 280 50 33


MoneyPark AG

Dr. Stefan Heitmann

CEO & Founder

Gartenstrasse 25

CH-8002 Zurich


Phone: +41 44 200 75 50



MoneyPark AG

Joëlle Gautier

Head of PR & Media Relations

Gartenstrasse 25

CH-8002 Zurich


Phone: +41 79 562 89 78



About the Helvetia Group

In over 150 years, the Helvetia Group has grown from a number of Swiss and foreign insurance companies into a successful international insurance group. Today, Helvetia has subsidiaries in its home market Switzerland as well as in the countries that make up the Europe market area: Germany, Italy, Austria and Spain. With its Specialty Markets market area, Helvetia is also present in France and in selected regions worldwide. Some of its investment and financing activities are managed through subsidiaries and fund companies in Luxembourg and Jersey. The Group is headquartered in St.Gallen, Switzerland.

Helvetia is active in the life and non-life business, and also offers customised specialty lines and reinsurance cover. Its business activities focus on retail customers as well as small and medium-sized companies and larger corporates. With some 6,700 employees, the company provides services to more than 4.7 million customers. With a business volume of CHF 8.24 billion, Helvetia generated underlying earnings of CHF 439 million in the 2015 financial year. The registered shares of Helvetia Holding are traded on the SIX Swiss Exchange under the symbol HELN.


About MoneyPark

MoneyPark is the leading Swiss technology-based advisory platform for financial products. It is a specialised and independent intermediary of mortgages and pension products and also offers ETF-based asset management services. MoneyPark does not sell its own financial products, but offers its customers a maximised selection of products, independent advice and the direct completion of transactions. Customers are offered personalised consulting services at 20 MoneyPark branches or via an online advisory platform.



Cautionary note

This document was prepared by Helvetia Group and may not be copied, altered, offered, sold or otherwise distributed to any other person by any recipient without the consent of Helvetia Group. Although all reasonable effort has been made to ensure that the facts stated herein are correct and the opinions contained herein are fair and reasonable, where any information and statistics are quoted from any external source such information or statistics should not be interpreted as having been adopted or endorsed as accurate by Helvetia Group. Neither Helvetia Group nor any of its directors, officers, employees and advisors nor any other person shall have any liability whatsoever for loss howsoever arising, directly or indirectly, from any use of this information. The facts and information contained in this document are as up to date as is reasonably possible but may be subject to revision in the future. Neither Helvetia Group nor any of its directors, officers, employees or advisors nor any other person makes any representation or warranty, express or implied, as to the accuracy or completeness of the information contained in this document.

This document may contain projections or other forward-looking statements related to Helvetia Group which by their very nature involve inherent risks and uncertainties, both general and specific, and there is a risk that predictions, forecasts, projections and other outcomes described or implied in forward-looking statements will not be achieved. We caution you that a number of important factors could cause results to differ materially from the plans, objectives, expectations, estimates and intentions expressed in such forward-looking statements. These factors include: (1) changes in general economic conditions, in particular in the markets in which we operate; (2) the performance of financial markets; (3) changes in interest rates; (4) changes in currency exchange rates; (5) changes in laws and regulations, including accounting policies or practices; (6) risks associated with implementing our business strategies; (7) the frequency, magnitude and general development of insured events; (8) mortality and morbidity rates; (9) policy renewal and lapse rates as well as (10), the realisation of economies of scale as well as synergies. We caution you that the foregoing list of important factors is not exhaustive; when evaluating forward-looking statements, you should carefully consider the foregoing factors and other uncertainties. All forward-looking statements are based on information available to Helvetia Group on the date of its publication and Helvetia Group assumes no obligation to update such statements unless otherwise required by applicable law.

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