Book a demo

Helvetia Baloise Asset Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Helvetia Baloise Asset Management — overview

Type

Fund Manager

Location

Basel Switzerland

Alternative Asset Class

INFNRPDRE

Established

1863

Firm Ownership

Captive Arm – Corporate

Investment Team Staff

Total Staff

8000

About

Baloise Asset Management (BAM) is a Switzerland-based investment firm specializing in private debt, real estate, and infrastructure. The firm focuses on the acquisition, development, and renovation of real estate assets, as well as the management of private real estate funds. Its real estate arm targets opportunities in residential and commercial properties across Switzerland and broader Europe, with a strong commitment to sustainable investing. The infrastructure arm primarily invests in infrastructure debt across North America and Western Europe, partnering with top-tier managers to finance long-term projects. The private debt arm provides direct lending to companies in sectors such as information technology, healthcare, education, consumer goods, industrials, and financial services across the UK, Switzerland, and continental Europe.
Asset ClassNo. of Funds Currently ManagedFunds Raised in the last 10 yearsEst. Dry PowderStrategies
Private Equity--
Private Debt2Direct Lending
Real Estate1Core,Core-Plus,Fund of Funds,Value Added
Infrastructure1Infrastructure Debt,Growth,Infrastructure,Natural Resources
Natural Resources-Energy
Asset ClassNo. of Funds Currently ManagedAuMDate of AuMStrategies
Hedge Funds--

Want to see more?

Request a demo for full access to this profile.

Helvetia Baloise Asset Management - known decision makers (17)

Contact NamePositionLocationEmailTelephoneAsset Class
Chairman & Member of the Board of DirectorsZurich, SwitzerlandINFNRRE
Chief Executive Officer Baloise BankBasel, SwitzerlandRE
Group Chief Executive Officer & Chairman of the Corporate Executive CommitteeBasel, SwitzerlandINFNR
Chief Financial Officer & Chief Operating Officer, Baloise Asset Management AGBasel, SwitzerlandRE
Fund & Portfolio Manager BSPFBasel, SwitzerlandRE

Showing 5 of 17 known decision makers Helvetia Baloise Asset Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Helvetia Baloise Asset Management - private capital funds managed (3)

Fund NameVintageStrategyStatusFund StructureClosed Size (MN)Target Size (MN)Primary Region Focus
Direct LendingEvergreenCommingledEurope
Infrastructure DebtClosedCommingledEurope
Real Estate CoreClosedCommingledEurope

Showing 3 of 3 private capital fund managed by Helvetia Baloise Asset Management

Request a demo to see more

Performance track records at your fingertips

Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market.

With data and benchmarks that track back more than 40 years, Preqin Pro is the most trusted data provider in the industry.

Request a demo

Helvetia Baloise Asset Management - known investors (1)

InvestorNumber of FundsTypeCityCountryAsset Class
1Private Sector Pension FundZurichSwitzerlandRE

Showing 1 of 1 known investors Helvetia Baloise Asset Management

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Sign in
Request demo