Lenz & Staehelin advises Helvetia Baloise on post-merger legal integrations
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, following completion of the merger between SIX-listed insurance companies Helvetia Holding and Baloise Holding in December 2025 .
The legal and operational integration work involved the structuring, planning and implementation of several statutory mergers of the 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
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).
