Baloise Asset Management AG

Institutional Investor Basel-Stadt, Switzerland ·Founded 2001

Overview

Baloise Asset Management AG is the asset management division of the Baloise Group, providing investment solutions to institutional and private clients. With over 160 years of experience in risk management, the firm manages approximately CHF 53.3 billion in assets as of Q3 2025. Their investment strategies are tailored to meet the long-term financial objectives of their clients, offering a broad range of investment options including real estate funds, private assets, equities, bonds, and multi-assets. The firm emphasizes a balanced approach that combines performance with safety, aiming to deliver sustainable financial outcomes. Sustainability is integrated into their investment processes, positively impacting the risk/return profile and creating added value for the environment and society. Baloise Asset Management AG operates primarily in Switzerland, Germany, Belgium, and Luxembourg, serving a diverse clientele that includes insurance companies, pension funds, investment foundations, and private individuals. Their investment philosophy focuses on responsible and sustainable growth, leveraging their extensive market access and expertise to achieve long-term value enhancement for their clients.

Investment Focus

  • Qualified or institutional investors domiciled in Switzerland, Germany, or Luxembourg

Portfolio Companies

GeneraliSwiss ReZurich Insurance GroupSwiss LifeMetLifeLegal & GeneralChubb LimitedSun Life FinancialAXAAllianzMunich ReAvivaStandard LifePrudentialAegonAflacUnumManulifePrincipal Financial GroupLincoln National Corporation

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Frequently asked questions about Baloise Asset Management AG

What sectors does Baloise Asset Management AG invest in?

Baloise Asset Management AG invests in Financial Services, Real Estate, Infrastructure, Insurance, Private Equity and Pension Funds, and is based in Basel-Stadt, Switzerland. Baloise Asset Management AG is listed as a institutional investor in the ConnectSafely investor database.

What stage does Baloise Asset Management AG invest at?

Baloise Asset Management AG backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.

Which regions does Baloise Asset Management AG invest in?

Baloise Asset Management AG invests across Germany, Switzerland, Luxembourg and Belgium.

What companies has Baloise Asset Management AG invested in?

Baloise Asset Management AG's portfolio includes Generali, Swiss Re, Zurich Insurance Group, Swiss Life, MetLife, Legal & General, Chubb Limited and Sun Life Financial.

Last updated · Source: ConnectSafely investor database