Insurance

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Baloise Private Equity

Bâloise Holding was founded in 1863. It is a financial services provider based in Basel, Switzerland. The firm offers insurance, pensions, and asset management...

Baloise Private Equity logo

Baloise Private Equity

Bâloise Holding was founded in 1863. It is a financial services provider based in Basel, Switzerland. The firm offers insurance, pensions, and asset management solutions including life and non-life insurance products and portfolio management in Switzerland, Germany, Belgium, Luxembourg, Austria, Croatia, and Serbia.

General information

Firm type

Insurance

Year founded

1863

AUM

88315 (Altss estimate)

Location

Region

Europe

Country

Switzerland

City

Basel

Corporate office

Aeschengraben 21, 4002 Basel, Switzerland

Sector focus

InsurancePrivate EquityReal EstateFinancial Services

Frequently asked questions

Who runs investment decisions at Baloise Private Equity?

Investment decisions sit within Bâloise Holding's asset management division. No individual portfolio managers are named in public materials.

Does Baloise Private Equity participate in fund commitments or only direct deals?

The unit makes both fund commitments, such as to CVC Capital Partners IX, and direct investments through vehicles including Anthemis Baloise Strategic Ventures.

What investment stages does Baloise Private Equity typically target?

Activity spans early-stage seed and start-up rounds, expansion and late-stage growth, buyouts, direct secondaries and turnaround situations.

Which sectors does Baloise Private Equity explicitly avoid?

No explicit exclusions are stated beyond the parent's focus on financial services, insurance and real estate.

How is Baloise Private Equity related to Bâloise Holding?

Baloise Private Equity operates as the private markets investment function inside Bâloise Holding's asset management platform.

Does Baloise maintain philanthropic structures, and how are they separated?

Two collective foundations, Baloise Collective Foundation BVG and Baloise Perspectiva Collective Foundation BVG, handle compulsory occupational pension provision in Switzerland.

What is Baloise's known posture on co-investments alongside external GPs?

The firm executes co-investments through its Anthemis Baloise Strategic Ventures partnership and joint ownership of Houzy with UBS.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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