Helvetia launches integrated financial services offering in Switzerland
Helvetia is bringing together the products and services of Helvetia and Baloise under a single brand in Switzerland, creating an integrated offering spanning insurance, pensions, asset management, banking, and real estate services.
The launch follows approval from the Swiss Financial Market Supervisory Authority (FINMA) for the merger of the Helvetia Baloise Group’s Swiss life and non-life insurance companies and comes ahead of the group’s unified market launch on July 1, 2026.
Under the new structure, the Helvetia brand will include products from European Travel Insurance (ERV), services from Baloise Bank, and the mortgage brokerage platform MoneyPark. Customers will also have access to offerings from digital insurer Smile.
The company said its physical distribution network remains a key differentiator, with 43 general agencies, around 150 locations, and 1,700 advisers across Switzerland. According to Helvetia, one in three Swiss households is either insured by the company or uses its pension products.
The insurer is also expanding its digital capabilities, allowing customers to access advice through branches, phone, or digital channels.
The combined offering is designed to provide customers with a single point of contact for financial matters, ranging from home purchases and financing to pension planning, wealth accumulation, and insurance. Business customers will have access to integrated risk protection, pension solutions, and financial services.
The merger of Helvetia and Baloise brings together two companies with more than 160 years of history each. Helvetia said it plans to introduce new products in the coming months and continue investing in products, advisory services, and digital capabilities to improve access to integrated financial and insurance solutions.
“As the only insurance provider in Switzerland to offer such a broad range of services from a single source, we advise customers across their entire financial journey – from hedging to the sale of property.” – Martin Jara, CEO of Helvetia Switzerland.
