History and development

As joint ventures of the Swiss Cantonal Banks for investment and pension services, the Swisscanto companies and foundations have been setting new standards in investment and pension solutions for over 50 years.

1959  The Cantonal Banks launch a real estate fund and thereby enter the investment fund business. Initially run on a decentralised basis, the majority of the Cantonal Banks' various fund activities are transferred to Swisscanto Holding Ltd. in 1993 and are henceforth under uniform, central management.
   
1973 The Zurich-based Swisscanto Investment Foundation is established. It takes on the collective management of assets which are entrusted to it by Swiss pension funds, as well as by the holders of vested benefits and Savings 3 accounts.
  The Swisscanto Collective Foundation is established by the Association of Swiss Cantonal Banks together with the Helvetia insurance company. The Basle-based foundation offers corporate clients products and services in the field of occupational staff pension provision.
   
1983 Swisscanto Pensions Ltd. is established in Zurich with the participation of all Cantonal Banks. It develops innovative pension products and renders extensive services in the field of occupational pension provision.
   
1987 The present-day Swisscanto Funds Centre Ltd. is established in London as the international base for the Cantonal Banks' international securities trading. The company is integrated into Swisscanto Holding Ltd. in 1994.
   
1993 Berne-based Swisscanto Holding Ltd. is established. The Cantonal Banks transfer the greatest part of their fund and asset management business to the financial holding which from now on, as Swisscanto Funds Management Ltd., develops and markets a comprehensive range of investment funds for private and institutional investors.
  In the same year, Zurich-based Swisscanto Asset Management Ltd. is established as a specialist for challenging tasks in the field of institutional asset management and is henceforth part of Swisscanto Holding Ltd.
   
1996 As part of the Cantonal Banks' one-stop finance strategy, Swisscanto Pensions Ltd., together with its 70% share in the insurance broker Interbroke Ltd., is integrated into Swisscanto Holding Ltd. The share in Interbroke is sold to the Aon Group in 2004.
   
1998 Swisscanto recognises that sustainability is more than just a trend and launches the equity fund Swisscanto Green Invest, thereby spearheading the field of sustainable financial investments.
   
2005 As of 1 January 2005, all of the Cantonal Banks' joint ventures in the areas of investment and pension provision appear under the joint umbrella brand "Swisscanto" (previous names: "Swissca", "Prevista", "Servisa").  The concentrated market appearance of all specialised joint ventures strikingly reinforces the market presence of the joint ventures and their connection to the parent banks.
  In the same year, the Swisscanto Group takes over the pension fund consulting business sector of PricewaterhouseCoopers, thus becoming one of the largest providers of consulting and administrative services for pension funds in Switzerland.
   
2009 At the end of 2009, Swisscanto Funds Management Ltd. and Swisscanto Asset Management Ltd., both under the control of the same supervisory authority (FINMA), are merged and henceforth managed as Swisscanto Asset Management Ltd. This choice of name emphasises Swisscanto’s ambition to be a leading asset manager in Switzerland.
   
2010 At the beginning of the year, the Swisscanto Flex Collective Foundation is starting over with its management activity. As an independent collective foundation, it offers SMEs pension provision concepts which are in no way inferior with respect to individuality and transparency to an autonomous pension fund.
   
2011 The Swisscanto Group is expanding its current marketing activities in European markets by establishing Swisscanto Asset Management International S.A. in Luxembourg with branches in Frankfurt am Main and Milan. Swisscanto Asset Management International S.A. is formally established in mid 2011 through the merger of the existing Luxembourg sub.

 

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