About Us
The investment plans in which the savings premium of your unit-linked insurance is invested primarily consist of our GENERALI funds. You can also invest in these funds directly - without taking out a unit-linked insurance policy.
Generali Investments Switzerland*
Your expert in the management of financial investments, real estate and mortgages
We manage financial investments as well as real estate and mortgages with a geographical focus on Switzerland. We specialise specifically in the management of Swiss third-party funds, pension and insurance mandates. We manage these using both our own capacities on the Swiss financial market and by sub-delegation, in other words, using other Generali competence centres. We put our longstanding experience and expertise to use on the Swiss market. We combine this with a thorough understanding of the regulatory requirements and good relationships with Swiss corporate clients that offer solutions for retirement provision in Switzerland.
*The full legal name of our company is Generali Investments Switzerland Ltd. – GIS for short. We are a fully FINMA-accredited asset management company under Swiss law.
Top Management
Volker Pahnke
Asset Management
Martin Risch
Finance & Controlling
Generali Group: Our parent company***
GROSS WRITTEN PREMIUMS
MILLION CUSTOMERS WORLDWIDE
AMONG THE TOP 100 LARGEST COMPANIES IN THE WORLD ****
LARGEST INSURANCE COMPANY IN THE WORLD*****
*** Source: Generali Group, Annual Integrated Report and Consolidated Financial Statements 2023 – published on 12 March 2024, data as at 31 December 2023 (link).
**** Source: insurance business, based on the 2022 Forbes Global 2000 rankings (link).
***** Source:own internal calculation based on the IPE ranking published on June 2023.
Source: Generali Investments Holding S.p.A., data as at end of Q2 2024, gross of double counting. *Generali Investments is part of the Generali Group, which was established in 1831 in Trieste as Assicurazioni Austro-Italiche. Generali Asset Management S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Infranity SAS, Sosteneo S.p.A. Società di gestione del risparmio, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Lumyna Investments Limited, Plenisfer Investments S.p.A. Società di gestione del risparmio, Conning2) and among its subsidiaries (Global Evolution Global Evolution Asset Management A/S - including Global Evolution USA, LLC and Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC). are part of Generali Investments, as well as Generali Investments CEE. Kindly note Generali Investments Luxembourg S.A. is the Management Company of the majority of the funds whose AUM is represented on the page.
1) Please note that the countries refer to the countries where the different funds of the asset management companies part of Generali Investments are registered for distribution. Please note that not all funds are registered in all the countries and not all the asset management companies are licensed to operate in such countries. 2) Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).Sosteneo Infrastructure Partners is the commercial name referring to Sosteneo SGR S.p.A. 3) Source: own internal calculation based on the IPE ranking published on June 2023.
With about €671.3 billion in assets under management (as at June 30, 2024, gross of double countings) and over 1,500 investment professionals, Generali Investments is the holding company that gathers the main asset management firms, delivering a portfolio of specialist capabilities across various countries. Affiliates include: Generali Investments Holding S.p.A. is the holding company that gathers the following specialist affiliates: Generali Asset Management S.p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Infranity SAS, Sosteneo S.p.A. Società di gestione del risparmio, Sycomore Asset Management, Aperture Investors LLC (including Aperture Investors UK Ltd), Lumyna Investments Limited, Plenisfer Investments S.p.A. Società di gestione del risparmio, Conning and its subsidiaries (Global Evolution Asset Management A/S, Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC and PREP Investment Advisers LLC), as well as Generali Investments CEE. Generali Investments Luxembourg S.A. is the Management Company of the majority of the funds whose AUM is represented on the page.
