Introducing helvetia 20.25

At its Capital Markets Day which took place on June 22nd, Helvetia provided an in-depth analysis of its helvetia 20.25 strategy, which it unveiled in March. With this strategy, Helvetia aims to be the best partner for financial security and set standards in customer convenience and customer access.

“Helvetia has been able to strengthen its position in all its country markets and in asset management. The successful takeover of the Spanish insurer Caser is paying off. We are using the helvetia 20.25 strategy to power ahead with developing Helvetia into a European financial services provider with Swiss roots for insurance and pension products.” – Philipp Gmür, CEO of the Helvetia Group, to mark Capital Markets Day.

Broad diversification thanks to three successful segments

Helvetia’s broad diversification is one reason for its success, with its three segments of Switzerland, Europe, and Specialty Markets playing a key role in this. With the new strategy, Helvetia is pursuing clear targets for them all.

In Switzerland, Helvetia is positioning itself as the leading Swiss all-lines insurer, increasing its proximity to customers and convenience through a consistent omnichannel approach. The aim is for technical excellence to safeguard the company’s margins. Helvetia is also continuing to drive forward its HOME ecosystem in Switzerland with MoneyPark as a key anchor and is now working on the development of an SME ecosystem.

The insurance group is also developing its European business as the company’s second pillar. In line with this, all the country markets within the segments are positioning themselves as “best partners” for customers and sales partners, enabling growth across the market. In Spain, Helvetia is pairing its strengths with Caser ‘s. For example, Caser’s pension plans will now also be offered via Helvetia’s sales network, and both companies are working closely on burial insurance, which is a significant product in Spain.

Within the international specialty business and Active Reinsurance, Helvetia is generating targeted growth by covering new risks in attractive niches.

In Asset Management, the focus is on increasing capital efficiency and expanding the range of investment solutions for Helvetia and third-party customers. Within these investment solutions, the real estate business is being driven forward in a focused manner with funds and mandates.