Helvetia Baloise Group completes post-merger legal integration in Switzerland

Following the successful completion of the transformative merger between SIX-listed insurance companies Helvetia Holding AG and Baloise Holding AG in December 2025 (link to prior website announcement), Lenz & Staehelin advised the combined Helvetia Baloise Group on the legal integration of its life and non-life insurance carriers as well as its asset management companies in Switzerland. The legal and operational integration work involved, among others, the structuring, planning and implementation of several statutory mergers of the key legal entities in Switzerland of the life and non-life insurance and asset management business as well as the reorganization of collective investment schemes. All mergers became effective on 1 July 2026.

The Lenz & Staehelin team was led by Simone Ehrsam, Tino Gaberthüel (both Corporate and M&A) and François Rayroux (Asset Management Regulatory) and included Roman Graf, Nicolas Lehmann, Caroline Kopp, Joël Wernli (all Corporate and M&A), Patrick Schärli, Christian Grahlmann (both Insurance Regulatory), Laurence Vogt Scholler (Asset Management Regulatory), Frédéric Neukomm, Lukas Aebi, Louis Probst, Baptiste Marro and Carlotta Pessis-Cordin (all Tax) and Matthias Oertle (Employment, Pension).