Helvetia Consulting

What Helvetia Consulting does

Helvetia Consulting AG is a Swiss management consulting firm headquartered in St. Gallen and operating as a wholly-owned subsidiary of Helvetia Gruppe, the Swiss insurance group. The firm delivers professional services across six core practice areas: Strategy & Transformation, Programme & Project Management, Communication & Change Management, Innovation & Agility, Test & Quality Management, and Project Recovery & Health Checks. Its delivery model is distinctive in pairing experienced Senior Consultants (many of whom are former Helvetia Versicherungen executives with deep insurance and banking expertise) with Junior Consultants drawn from current university students, supervised by dedicated Pool Leads in St. Gallen and Basel. The firm serves both internal Helvetia Gruppe divisions and external clients, with publicly named customers including Helvetia Versicherung, Vontobel, Julius Baer, Raiffeisen Schweiz, GZA, and OMSG.

The business operates on a professional services revenue model, billed on a project or time-and-materials basis, with engagements led by senior practitioners and execution supported by junior staff. A second revenue stream comes from the HVC LAB in Basel, a dedicated innovation facility that rents workshop spaces (Rheinraum, Atelier, Freiraum) at publicly disclosed day rates and delivers creative-methods training in LEGO Serious Play, Playmobil Pro, and Design Thinking. Go-to-market is sales-led and predominantly referral-based, leveraging both the Helvetia Gruppe internal network and external relationships in financial services and healthcare. The firm is led by co-CEOs Andreas Bolzern (since 2018) and Sandra Krucker (since 2021).

Geographically, Helvetia Consulting operates exclusively within Switzerland, with active presence in Eastern Switzerland (St. Gallen) and Northwest Switzerland (Basel) and no claimed international footprint. The firm is privately held, with no external funding rounds, no public listing, and no disclosed revenue. Strategic positioning is anchored by the parent's planned CHF 8.3 billion acquisition of Baloise Holding AG (completed December 2025), which is expected to materially expand the addressable internal mandate.

Name

Helvetia Consulting

Legal name

Helvetia Consulting AG

Website

https://helvetia-consulting.ch

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

51–100 employees

Short description

Helvetia Consulting AG is a Swiss management consulting firm headquartered in St. Gallen and a wholly-owned subsidiary of Helvetia Gruppe, offering strategy, transformation, project management, and change management services to Helvetia Versicherungen and external clients in financial services and healthcare.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Organization Design & Change Management Consulting (BPAHACAD), Operations & Process Improvement Consulting (BPAHACAB)

Keywords

• Management consulting
• Project management
• Strategy transformation
• Change management
• Agile consulting

Headquarters

HQ city

Sankt Gallen

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Management Consulting Services: Professional consulting services billed on a project or time-and-materials basis for strategy, transformation, program/project management, change management, and related advisory services
2. Facility Rental (HVC LAB): Rental of meeting rooms and workshop spaces in Basel with catering options, offered to external clients and internal teams

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Helvetia Consulting AG provides management consulting services with core competencies in General Management and Project Management, focused on implementation and transformation topics. Offerings span strategy & transformation, programme & project management, communication & change management, innovation & agility, test & quality management, and project recovery. Supporting services include the HVC LAB innovation facility in Basel, creative-method training (LEGO Serious Play, Design Thinking), junior-consultant staffing (HVC Hands), and a Best.Ager senior-expert pool.

Product overview

Helvetia Consulting AG is an independent subsidiary of Helvetia Gruppe offering consulting services with core competencies in General Management and Project Management, focusing on implementation and transformation topics. The company operates a portfolio model with distinct service lines including Strategy & Transformation, Programme & Project Management, Communication & Change Management, Innovation & Agility, Test & Quality Management, and Project Recovery & Health Checks. Supporting services include the HVC LAB innovation facility in Basel, creative methods training (LEGO Serious Play, Design Thinking), and flexible staffing through Junior Consultants, HVC Hands short-term assignments, and Best.Ager-Pool of senior experts. The company combines long-standing management experience with fresh perspectives from student consultants.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategy & Transformation Consulting service that helps organisations rethink and redefine business models through strategic planning, business model innovation, organisational design, and change management. Targeted at enterprise clients undergoing transformation.
• Programme & Project Management Comprehensive project and programme management consulting covering planning, execution, risk management, quality management, and stakeholder management for business transformations. Targeted at enterprise clients running complex programmes.
• Communication & Change Management Internal and external project communication, change management services, copywriting, and translation services supporting organisational transformations. Targeted at enterprise clients implementing change programmes.
• Innovation & Agility Services focused on driving innovation and agile methodologies within client organisations. Targeted at enterprise clients seeking agile transformation.
• Test & Quality Management Quality assurance and testing services to ensure project deliverables meet established standards. Targeted at enterprise clients running transformation projects.
• Project Recovery & Health Checks Diagnostic and intervention services for underperforming projects, including project status assessment, risk evaluation, stakeholder management review, process optimisation, and team dynamics analysis. Targeted at enterprises with troubled transformation projects.
• Agile Project Roles Provision of consultants for various agile project roles including Scrum Masters, Product Owners, and agile coaches. Targeted at enterprises needing agile talent.
• HVC LAB Innovation Space Innovation lab in Basel offering workshop spaces (Rheinraum, Atelier, Freiraum), creative method training (LEGO Serious Play, Playmobil Pro, Design Thinking), and event hosting services. Targeted at teams seeking facilitated workshops and innovation sessions.
• Kreativmethoden (Creative Methods) Creative facilitation methods including LEGO Serious Play, Playmobil Pro, Design Thinking workshops, and Inspiration Day events for team innovation. Targeted at enterprise teams.
• Junior Consultants / HVC Hands Provision of Junior Consultants (current students) for cost-effective short-term project support with fresh academic perspectives and latest methodologies. Targeted at enterprises seeking flexible support.
• Best.Ager-Pool Experienced senior consultants available for project assignments, leveraging extensive management and leadership experience. Targeted at enterprises needing senior expertise.
• Seminars & Methods Professional development seminars including retirement preparation seminars and pitch deck feedback services. Targeted at individual professionals and small teams.

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• WertschafferminorStrategic or Co-development PartnerStrategic partner for consulting services collaboration. Logo shown on About Us page indicating ongoing partnership relationship.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Others

• Capgemini Invent:

Direct peers

• Roland Berger: European-headquartered strategy and management consultancy with deep DACH presence; more comparable to HVC in scale than the US-led tier-1 firms and a credible competitor for mid-sized transformation mandates in Swiss FSI.
• Bain & Company: Global management consultancy with a strong financial services practice and Zurich presence; competes head-to-head with HVC on strategy, transformation, and change management engagements in Swiss banking and insurance.
• McKinsey & Company: Global management consulting firm with a dedicated Swiss office and strong financial services / insurance practice; directly competes with HVC for strategy, transformation, and program management mandates at Swiss banks and insurers such as those on HVC's client list.
• Boston Consulting Group: Top-tier strategy and transformation consultancy with deep European FSI expertise and offices in Zurich and Geneva; competes for the same large-scale transformation and operating model work that HVC targets at Vontobel, Julius Baer, and Raiffeisen-class clients.

Broad incumbents

• Accenture: Global professional services firm with significant Swiss FSI consulting operations; competes with HVC on large transformation, agile at scale, and test/quality management mandates, with a much broader technology and delivery footprint.
• Deloitte (Consulting): Big Four advisory with a large Swiss financial services and insurance consulting practice; competes with HVC on project recovery, test/quality management, and large-scale transformation programs, but as part of a much wider services portfolio.
• EY-Parthenon: Strategy and transactions arm of EY with significant European FSI and insurance consulting capability; competes with HVC for strategy and corporate development mandates at Swiss banks and insurers.
• PwC Switzerland: Big Four advisory with strong Swiss banking and insurance practices; competes with HVC on strategy execution, IFRS 17 / regulatory transformation, and PMO work, particularly for Helvetia Gruppe's audit-adjacent providers.

Regional players

• zeb consulting: Specialist European financial services consulting firm headquartered in Germany; highly comparable to HVC in its banking and insurance focus, though it primarily serves DACH and Northern European markets rather than Swiss-dominant accounts.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/helvetia-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Helvetia Consulting