Companies and group structure

Companies and group structure

Baloise Group

Headquartered in Basel, Switzerland, the Baloise Group is a European provider of insurance and pension solutions and has positioned itself as a market player that offers an intelligent 'Safety World' prevention strategy.

In Switzerland the Company operates as a focused financial services provider, offering a combination of insurance and banking services. It also has a market presence in Belgium, Germany and Luxembourg. Its distribution network includes its own sales organisation as well as brokers and other partners. The Company uses its competence centre in Luxembourg to run its business in innovative pension products for private customers throughout Europe.

Bâloise Holding Ltd shares are listed in the main segment of the SIX Swiss Exchange. The Baloise Group employs some 7,400 people.

Media

Dominik Marbet
Head of Group External Communications
Baloise Group

Phone +41 58 285 84 67
media.relations@baloise.com

Investors

Marc Kaiser
Head of Corporate Communications & Investor Relations
Baloise Group

Phone +41 58 285 81 81
investor.relations@baloise.com

Contact

Baloise Group
Aeschengraben 21
4002 Basel
Switzerland

Phone +41 58 285 85 85
Fax +41 58 285 70 70
www.baloise.com

Switzerland

Basler Versicherungen

In its domestic market of Switzerland the Baloise Group operates under its “Basler Insurance” and “Baloise Bank SoBa” brand names. Basler Switzerland is the largest business unit in the Baloise Group. As an insurer and focused financial services provider it specialises in delivering comprehensive insurance and pension solutions. Its customers are individuals, small and medium-sized firms and selected industrial enterprises. Its insurance sales force is at the heart of its marketing strategy. This is supplemented by a network of distribution partners for certain product-related and customer segments and by brokers and the internet. Baloise Bank SoBa strengthens the range of pension solutions available by offering banking products that are sold by the insurance sales force and by the bank itself. It has positioned itself as a universal bank in northwestern Switzerland.

Key figures Switzerland

  2014 2015
Employees 3,701 3’657
Business volume (CHF million) 4,510.0 4’565.5
Gross combined ratio (per cent) 83.9 83.2

More information

Media

Amos Winteler
Head of Communications Switzerland
Basler Versicherungen

Phone +41 58 285 74 70
amos.winteler@baloise.ch

Contact

Basler Versicherungen
Aeschengraben 21
4002 Basel
Schweiz

Phone +41 58 285 85 85
Fax +41 58 285 70 70
kundenservice@baloise.ch
www.baloise.ch

Germany

Basler Versicherungen

In Germany the Baloise Group operates under the “Basler Versicherungen” brand name. Its portfolio comprises insurance and pension solutions in the areas of indemnity, accident and life insurance for individuals, small and medium-sized firms and selected industrial companies. Basler's marketing activities are focused on its insurance sales force, on brokers and on its distribution partners maklermanagement.ag, OVB and ZEUS.

Key figures Germany

  2014 2015
Employees 2,174 2’036
Business volume (CHF million) 1,632.7 1’414.1
Gross combined ratio (per cent) 101.5 106.9

Media

Thomas Klein
Department Communications
Basler Versicherungen in Deutschland

Phone +49 61 72 13 4364
thomas.klein@basler.de

Contact

Basler Versicherungen in Deutschland
Basler Strasse 4
Postfach 1145
61345 Bad Homburg
Germany

Phone +49 61 72 130
Fax +49 61 72 13 200
info@basler.de
www.basler.de

Belgium

Baloise Insurance

In the Belgian market the Baloise Group has been operating under the “Baloise Insurance” brand name since 2013. Baloise Insurance is one of the leading insurers in Belgium and sees itself as a partner to professional brokers. It offers a full range of property and personal insurance for individuals and for small and medium-sized firms. It is also the leading provider of marine insurance in the Belgian market.

Key figures Belgium

  2014 2015
Employees 1,343 1’297
Business volume (CHF million) 1,544.9 1’445.0
Gross combined ratio (per cent) 102.4 95.4

Media

Nicole Van Reeth
Head Communications & Product Marketing
Baloise

Phone +32 3 247 2126
nicole.vanreeth@baloise.be

Contact

Baloise Insurance Belgium
City Link
Posthofbrug 16
2600 Antwerpen
Belgium

Phone +32 3 247 21 11
Fax +32 3 247 27 77
info@baloise.be
www.baloise.be

Luxembourg

Bâloise Assurances

Bâloise Assurances provides a wide range of insurance, pension and wealth-building products to private and business customers in the Grand Duchy. Bâloise Luxembourg also works closely with highly successful banking partners and selected distribution partners outside its domestic market to sell wealthbuilding and pension solutions in a number of European Union countries. The Baloise Life unit in Liechtenstein has been managed by Bâloise Luxembourg since 2013.

Key figures Luxembourg

  2014 2015
Employees 395 397
Business volume (CHF million) 1,483.4 1’490.9
Gross combined ratio (per cent) 89.3 87.9

Media

Carole Arendt
Communication

Phone +352 290 190 2633
carole.arendt@baloise.lu

Contact Luxemburg

Bâloise Assurances Luxembourg
23, rue du Puits Romain
Bourmicht
L-8070 Bertrange

Boite Postale 28
L-2010 Luxembourg

Phone +352 290 190 1
Fax +352 290 592
info@baloise.lu
www.baloise.lu

Contact Liechtenstein

Baloise Life (Liechtenstein) AG
Alte Landstrasse 6
94 96 Balzers
Fürstentum Liechtenstein

Phone +423 388 90 00
Fax +423 388 90 21
information@baloise-life.com
www.baloise-life.com

Business activities

 

  Switzerland

Basler Versicherungen
Baloise Bank SoBA
Germany

Basler Versicherungen
Belgium

Baloise Insurance
Luxembourg

Bâloise Assurances
Baloise Life
Life
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Nonlife
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Pensions solutions & Universal banking
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Selected industrial customers
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Private individuals & SMBs
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Baloise Asset Management

Since the founding of the corporate division Asset Management (CD AM) in 2001, Baloise Asset Management Schweiz AG and Baloise Asset Management International AG have been providing investment advisory and asset management services.

Baloise Asset Management (BAM) accommodates the growing demand of the Group and of third-party customers for high-quality financial products and qualified portfolio management, while strengthening the positioning of Baloise as a leading financial services provider in Switzerland.

Primary tasks

  1. Professional portfolio management for the Group's own assets as well as for third-party customers
  2. Investment advisory services for capital investments
  3. Development of strategic and tactical asset allocations
  4. Performance measurements
  5. Risk analyses and reporting

Baloise Asset Management (BAM) offers its clients professional portfolio management with investment options in a wide variety of different markets and investment categories. Besides traditional securities investments, hedging strategies are also available to our clients corresponding to their risk propensity and exposure capacity. A large portion of the Group-wide investments are centrally managed by BAM.

In addition to asset management, BAM also performs the task of investment advising for capital investments. We aim to provide our clients first-class services with the ultimate goal of achieving long-term value enhancement for their investments. On request, we develop the optimum strategic and tactical asset allocation in qualified, experienced teams. Our portfolio managers, who have a successful track record, then take over the subsequent implementation and security selection.

Our investment policy, which is geared towards client demands and long-term value creation, is modelled on benchmarks, all of which were selected and defined according to income and risk considerations. In order to inform clients on a continuous basis about the development and constellation of their investments, we offer performance measurements, sound risk analyses and regular written reports.

Contact

Baloise Asset Management
Aeschengraben 21
Postfach
4002 Basel
Switzerland

Phone +41 58 285 85 85

Market Report

Baloise Asset Management AG provides once per quarter a Market Report. Download here the current issue or read it online.

To the Market Report

Baloise Fund Invest

Baloise Fund Invest (Lux) makes the attractive potential of investment funds also available to private investors. With its "Société d’investissement à capital variable" (SICAV), an investment fund subject to Luxembourg law, Baloise Fund Invest offers private and institutional investors the opportunity to benefit from the long-term possibilities and return potential of stock and financial markets.

Individual consulting

For personal advice in Switzerland, please contact Baloise Bank SoBa or any General Agency of Basler Versicherungen:

Baloise Bank SoBa AG
Amthausplatz 4
Postfach 262
4502 Solothurn
Switzerland

Baloise Service Line
0848 800 806
Fax +41 (0)32 626 05 99
bank@baloise.ch
www.baloise.ch

Basler Versicherung AG
Aeschengraben 21
Postfach 2275
4002 Basel
Switzerland

Customer service (24h) 
00800 24 800 800
Fax +41 61 285 90 73
insurance@baloise.ch
www.baloise.ch

The investment funds of Baloise Fund Invest (Lux) are also authorised for distribution in Germany, Luxembourg and Belgium. Brochures and other information material on the individual countries, annual reports as well as fund prospectuses and the articles of association of Baloise Fund Invest (Lux) can be obtained free of charge via the addresses stated above or directly from:

Baloise Fund Invest
a division of Baloise Insurance Ltd
Aeschengraben 21
P.O.B. 2275
4002 Basel
Switzerland

Phone +41 61 285 72 99
bfi.info@baloise.com
www.baloise-fund-invest.com

Distribution restrictions:
No investment fund shares mentioned in these publications may be offered, sold or distributed in the USA.

Group structure

Visualization of the group structure of the Baloise Group