Company Information

Get to know Helvetia Asset Management AG

Founded as the asset management competence center of the Helvetia Group, Helvetia Asset Management AG is a Swiss asset manager responsible for managing over CHF 70 billion in assets. The company develops and manages investment and pension solutions for the Helvetia Insurance Group as well as for third-party clients, including pension funds, investment foundations, and other institutional investors. Its core services include managing investment funds and mandates with a focus on Swiss real estate, mortgages, securities, and sustainable investment strategies, aiming for long-term value creation.

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Financial Other Service

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Helvetia Asset Management AG

Switzerland

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.