Swiss life REIM

What Swiss life REIM does

Swiss Life Asset Managers is the institutional asset management division of Swiss Life Group (SIX: SLHN), tracing its origins to Swiss Life's 1857 insurance operations. The firm manages CHF 288.3 billion in assets under management as of 31 December 2025, of which CHF 145.7 billion is attributable to third-party institutional clients across Europe. It operates owned regulated entities in six jurisdictions — Switzerland (Zurich HQ), France (Marseille), Germany (Frankfurt), Luxembourg, the United Kingdom (London), and Norway (Oslo) — with associated subsidiaries BEOS AG and BEREM Property Management GmbH in Germany. The unit employs more than 2,300 people in Europe, including approximately 1,400 in Zurich.

The firm's product platform is anchored by five asset classes: real estate, infrastructure, fixed income, multi-asset, and equities, supplemented by a responsible investment framework integrating ESG factors across all classes (Climate and Nature, Good Governance, People and Wellbeing). Investment solutions are delivered both via custom-tailored mandates and the Investment Solutions digital platform (invest.swisslife-am.com). Differentiated capabilities include a structured investment process with ongoing risk controls, an in-house economic research framework producing medium-term scenarios and GDP/inflation forecasts, and a proprietary ESG Green Bond review process aligned with the Climate Bonds Taxonomy and EU Taxonomy.

Revenue is generated through recurring management fees on assets under management, distributed via enterprise field sales teams and the Investment Solutions digital platform to institutional investors. The customer base includes Swiss Life insurance entities (captive), pension funds, investment foundations, asset managers, and high-net-worth private clients. ESG memberships (UN PRI, NZAM, GRESB) and workplace certifications (EDGE, Great Place to Work, ULI) signal broad external validation. Pricing is not publicly disclosed and is negotiated based on mandate size, complexity, and relationship; geographic restrictions explicitly exclude US persons.

Name

Swiss life REIM

Legal name

Swiss Life Asset Management AG

Website

https://swisslife-am.com

Company type

Private

Founded year

1857

Operating status

Operating

Headcount range

251–500 employees

Short description

Swiss Life Asset Managers is a European institutional asset manager managing CHF 288.3 billion across real estate, infrastructure, fixed income, multi-asset, and equities. Operating in six European jurisdictions, it serves pension funds, insurance companies, investment foundations, and private clients with ESG-integrated investment solutions.

Ownership category

akta.pro rank

Product category

Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

akta.pro secondary industries

Global Equity (Active) (FSAAAIAD), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Institutional asset management
• Real estate investment management
• Infrastructure equity funds
• Fixed income management
• Responsible investing solutions

Headquarters

HQ city

Marseille-en-beauvaisis

HQ country

France

HQ region

Europe

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Management fees charged on assets under management for institutional clients and third-party investors. Services include global solutions, individual asset classes and single investment concepts and strategies across real estate, infrastructure, fixed income, equities and multi-asset.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Swiss Life Asset Managers is an institutional asset management firm that develops and manages individual, custom-tailored investment solutions across five asset classes: Real Estate, Infrastructure, Fixed Income, Multi-Asset, and Equities. The firm serves Swiss Life Group's insurance entities and third-party institutional clients including pension funds, investment foundations, and asset managers, with assets under management of CHF 288.3 billion as at 31/12/2025. It offers both fund-based products and bespoke mandates, supported by proprietary ESG integration, structured investment processes, and active risk management.

Product overview

Swiss Life Asset Managers is an institutional asset management firm offering a diversified portfolio of investment solutions across five core asset classes: Real Estate, Infrastructure, Fixed Income, Multi-Asset, and Equities. The firm provides both fund-based products and custom-tailored investment solutions for institutional clients. Investment Solutions serves as the digital platform for accessing these offerings, while the Responsible Investment approach integrates ESG considerations across all asset classes, supported by proprietary data insights, measurable climate actions, and active engagement. The company leverages over 165 years of experience in risk management to deliver sustainable, long-term investment performance.

Differentiator

Problem solved

Functional benefit

Products and services

• Real Estate
• Infrastructure
• Fixed Income
• Multi-Asset
• Equities
• Investment Solutions Platform

Quantifiable outcome

• CHF 4.2 billion in net new assets for third-party investment business as at 31/03/2026
• +1 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• UN Principles for Responsible Investment (PRI)coreOthersSignatory to UN PRI, a global initiative that encourages investors to incorporate environmental, social, and governance (ESG) factors into investment decisions to promote sustainable and responsible investment practices. Participates in PRI Assessment Reports.
• Net Zero Asset Managers initiative (NZAM)coreOthersMember of global coalition of asset managers committed to supporting the goal of net-zero greenhouse gas emissions by 2050 and aligning investment portfolios with that objective. Reports progress according to NZAM standards.
• GRESB (Global Real Estate Sustainability Benchmark)coreOthersMember of industry-driven organization that assesses and benchmarks the ESG performance of real assets, including real estate and infrastructure portfolios, to promote transparency and sustainability in the sector.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• DWS Group: DWS is the Frankfurt-headquartered asset manager spun out of Deutsche Bank, with institutional offerings across real estate, infrastructure, fixed income, and equities. Its German base, Luxembourg fund platform, and pan-European institutional coverage closely match Swiss Life AM's footprint and product breadth.
• Pictet Asset Management: Pictet Asset Management is a Geneva-based institutional asset manager with strong positions in real estate, multi-asset, and thematic equity strategies. As a fellow Swiss-headquartered private partnership, it competes head-to-head for Swiss, French, and DACH institutional mandates with comparable cross-asset capabilities.
• abrdn (formerly Aberdeen Standard Investments): abrdn is a UK-based global asset manager with strong European institutional distribution and real estate capabilities through its SLR joint venture. Like Swiss Life AM, it serves pension funds and insurance clients across Europe with a multi-asset institutional platform.
• Zurich Insurance Group Asset Management: Zurich Insurance's internal investment operation manages assets for its own insurance balance sheet and increasingly for third-party pension and insurance clients in Europe. As a fellow Swiss insurance-parented asset owner-manager, it competes directly for Swiss and DACH institutional mandates.
• AXA Investment Managers: AXA IM is the Paris-based asset management arm of AXA, with deep European institutional reach across real estate, fixed income, equities, and infrastructure. It mirrors Swiss Life AM's insurance-parented model and competes for the same European pension fund and insurance treasury mandates.
• UBS Asset Management: UBS Asset Management is the largest Swiss institutional asset manager, serving pension funds, insurance companies, and HNW clients across asset classes including real estate. It directly competes with Swiss Life Asset Managers for the same European institutional mandates and occupies the top of the Swiss IPE Top 500 ranking.
• Natixis Investment Managers: Natixis Investment Managers is the Paris-headquartered multi-affiliate asset manager serving European institutional clients across fixed income, equities, real estate, and alternative strategies. Its French hub and Luxembourg fund structure directly overlap with Swiss Life AM's institutional footprint.
• Legal & General Investment Management: LGIM is a UK-headquartered institutional asset manager with deep pension-fund relationships and real estate capabilities. Like Swiss Life AM, it operates cross-border institutional mandates from Western European hubs (Frankfurt/Luxembourg) and competes directly for European pension mandates.
• Allianz Global Investors: Allianz Global Investors is the asset management subsidiary of Allianz Group, providing fixed income, equities, multi-asset, and real estate solutions to European institutional clients. Its insurance-parented origin, cross-asset breadth, and DACH market position directly mirror Swiss Life Asset Managers' strategic profile.

Broad incumbents

• Amundi: Amundi is Europe's largest asset manager (€2tn+ AUM) and a Crédit Agricole subsidiary, offering the broadest institutional product suite across all of Swiss Life AM's asset classes. While much larger and broader, it competes for the same large European pension fund and insurance mandates and is the dominant scaled incumbent in French/Italian institutional markets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC6A7LrkWvw004ZJ9BAdggSg
• LinkedInlinkedin.com/company/swiss-life-asset-management
• Xx.com/swisslife_am

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries2 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 Swiss life REIM