Helvetia Baloise Plans Asset Management Merger

Helvetia Asset Management AG and Baloise Asset Management Ltd, both supervised by FINMA, plan to merge following the Helvetia and Baloise merger. The intended merger aligns with Art. 3 MergA, transferring all assets and liabilities of Helvetia Asset Management to Baloise Asset Management through universal succession. This integration aims to maintain the technical infrastructure in investors' interest.

The merger, expected no earlier than mid-2026, involves changes in fund management. Helvetia Asset Management’s role in managing the Helvetia (CH) Swiss Property Fund will shift to Baloise Asset Management, benefiting the investors. Investor communication regarding fund management changes and related rights will follow CISA provisions.

Regulatory approvals, including from FINMA, remain pending, but the planned merger will not alter existing investment structures. Specific changes, if any, will be communicated proactively.