Helvetia Asset Management manages investment group of Helvetia Investment Foundation
Helvetia Asset Management takes over the advisory mandate for the Real Estate Switzerland investment group of Helvetia Investment Foundation. Until now, the Real Estate division of Helvetia Insurance was responsible.
Helvetia Insurance's Real Estate department had been managing the mandate on behalf of Helvetia Investment Foundation since 2015. The Real Estate Switzerland investment group has grown strongly in recent years and currently comprises a real estate portfolio with 51 properties and total assets of around CHF 870 million. More than 210 pension funds are invested in the investment group.
Now Helvetia Asset Management takes over the mandate; it includes real estate portfolio management advisory, asset management, transaction management and developer representation. Within the company, the mandate is managed by the newly created department "Real Estate Portfolio Management Advisory" headed by Ana Dobrovoljac.
In addition to managing real estate funds, Helvetia Asset Management aims to act for third parties in the future, namely for pension funds. (ah)
