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helvetia.com

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Investments

2

Partners & Customers

7

About Helvetia Group

Helvetia has a long tradition: in over 150 years, it has grown from a number of Swiss and foreign insurance companies into a successful international insurance group. Today, Helvetia has subsidiaries in its home market Switzerland as well as in the countries that make up the European market area: Germany, Italy, Austria, and Spain. Helvetia is also present in France with its Specialty Markets market area and through selected regions worldwide. Some of its investment and financing activities are managed through subsidiaries and fund companies in Luxembourg and Jersey. The Group is headquartered in St. Gallen, Switzerland.

Helvetia Group Headquarter Location

Dufourstasse 40

St. Gallen, CH-9001,

Switzerland

+41 58 280 5000

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Latest Helvetia Group News

Standard & Poor's upgrades Helvetia's rating to 'A+' with stable outlook

Sep 15, 2021

15-Sep-2021 / 07:00 CET/CEST Release of an ad hoc announcement pursuant to Art. 53 LR The issuer is solely responsible for the content of this announcement. ----------------------------------------------------------------------------------------------------------------------- Ad hoc announcement pursuant to Art. 53 LR St.Gallen, 15 September 2021 S&P Global Ratings (S&P) has upgraded Helvetia Group's rating to 'A+' and assigned a stable outlook. The strong business position, underpinned by the successful addition of Spanish insurance group Caser, sound profitability and Helvetia's solid capitalisation were key drivers of the rating decision. The rating agency S&P Global Ratings (S&P) has upgraded the rating of Helvetia Group to 'A+' and assigned a stable outlook. The positive rating action by S&P recognises Helvetia's strong business position, where the European foothold has been further strengthened by the recent acquisition of Spanish insurance group Caser. The Group's focus on solid capitalisation as well as Helvetia's sound underlying profitability, particularly in the non-life business, further contributed to the assessment. Annelis Lüscher Hämmerli, Group CFO at Helvetia, is pleased with the S&P decision: "The upgrade reflects Helvetia's ambition to continuously expand its strategic positioning with the segments Switzerland, Europe and Specialty Markets while maintaining a focus on strong capitalisation levels." Adding further: "The rating acknowledges, amongst others, also the Group's ability to integrate large operations swiftly and it underlines Helvetia's proven underwriting capabilities." The rating upgrade benefits the following rated entities of Helvetia Group: Helvetia Swiss Life Insurance Company Ltd - to 'A+' Helvetia Swiss Insurance Company Ltd - to 'A+' Helvetia Assurances SA - to 'A+' on a guaranteed basis Helvetia Swiss Insurance Company in Liechtenstein Ltd - to 'A' being highly strategic important to the Helvetia Group Analysts MediaSusanne Tengler Jonas GrossniklausHead of Investor Relations Head of Media RelationsPhone: +41 58 280 57 79 Phone: +41 58 280 50 33investor.relations@helvetia.ch media.relations@helvetia.ch About the Helvetia Group In over 160 years, the Helvetia Group has grown from a number of Swiss and foreign insurance companies into a successful international insurance group. Helvetia is one of the leading all-line insurers in its home market of Switzerland. With the countries Germany, Italy, Austria and Spain, which have been combined to form the Market Area Europe, the company has a second strong pillar. With its Specialty Markets market area, Helvetia is also present in France and in selected regions worldwide. Some of its investment and financing activities are managed through subsidiaries and fund companies in Luxembourg. The Group is headquartered in St.Gallen, Switzerland. Helvetia is active in the life and non-life business, and also offers customised specialty lines and reinsurance cover. Its business activities focus on retail customers as well as small and medium-sized companies and larger corporates. With some 11,600 employees, the company provides services to more than 7 million customers. With a business volume of CHF 9.71 billion, Helvetia generated an IFRS result after tax of CHF 281.7 million in financial year 2020. The registered shares of Helvetia Holding are traded on the SIX Swiss Exchange under the symbol HELN. Cautionary note This document was prepared by Helvetia Group and may not be copied, altered, offered, sold or otherwise distributed to any other person by any recipient without the consent of Helvetia Group. The German version of this document is decisive and binding. Versions of the document in other languages are made available purely for information purposes. Although all reasonable effort has been made to ensure that the facts stated herein are correct and the opinions contained herein are fair and reasonable, where any information and statistics are quoted from any external source such information or statistics should not be interpreted as having been adopted or endorsed as accurate by Helvetia Group. Neither Helvetia Group nor any of its directors, officers, employees and advisors nor any other person shall have any liability whatsoever for loss howsoever arising, directly or indirectly, from any use of this information. The facts and information contained in this document are as up to date as is reasonably possible but may be subject to revision in the future. Neither Helvetia Group nor any of its directors, officers, employees or advisors nor any other person makes any representation or warranty, express or implied, as to the accuracy or completeness of the information contained in this document. This document may contain projections or other forward-looking statements related to Helvetia Group which by their very nature involve inherent risks and uncertainties, both general and specific, and there is a risk that predictions, forecasts, projections and other outcomes described or implied in forward-looking statements will not be achieved. We caution you that a number of important factors could cause results to differ materially from the plans, objectives, expectations, estimates and intentions expressed in such forward-looking statements. These factors include: (1) changes in general economic conditions, in particular in the markets in which we operate; (2) the performance of financial markets; (3) changes in interest rates; (4) changes in currency exchange rates; (5) changes in laws and regulations, including accounting policies or practices; (6) risks associated with implementing our business strategies; (7) the frequency, magnitude and general development of insured events; (8) mortality and morbidity rates; (9) policy renewal and lapse rates as well as (10), the realisation of economies of scale as well as synergies. We caution you that the foregoing list of important factors is not exhaustive; when evaluating forward-looking statements, you should carefully consider the foregoing factors and other uncertainties. All forward-looking statements are based on information available to Helvetia Group on the date of its publication and Helvetia Group assumes no obligation to update such statements unless otherwise required by applicable law. ----------------------------------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------------------------------------- Language: EnglishCompany: Helvetia Holding AG Dufourstrasse 40 9001 St.Gallen SwitzerlandE-mail: media.relations@helvetia.chInternet: www.helvetia.comISIN: CH0466642201Valor: 46664220Listed: SIX Swiss ExchangeEQS News ID: 1233426End of Announcement EQS Group News Service=------------ 1233426 15-Sep-2021 CET/CEST

Helvetia Group Investments

2 Investments

Helvetia Group has made 2 investments. Their latest investment was in Blumenpost as part of their Biz Plan Competition on December 12, 2018.

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Helvetia Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

12/10/2018

Biz Plan Competition

Blumenpost

$0.01M

Yes

1

12/10/2018

Biz Plan Competition

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$99M

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10

Date

12/10/2018

12/10/2018

Round

Biz Plan Competition

Biz Plan Competition

Company

Blumenpost

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Amount

$0.01M

$99M

New?

Yes

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Co-Investors

Sources

1

10

Helvetia Group Acquisitions

4 Acquisitions

Helvetia Group acquired 4 companies. Their latest acquisition was Caser Seguros on December 27, 2019.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

12/27/2019

$991

Corporate Majority

7

6/21/2019

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$99M

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10

2/27/2018

Spinoff / Spinout

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$99M

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10

12/16/2016

Corporate Minority

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$991

$99M

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10

Date

12/27/2019

6/21/2019

2/27/2018

12/16/2016

Investment Stage

Spinoff / Spinout

Corporate Minority

Companies

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Valuation

$991

$991

Total Funding

$99M

$99M

$99M

Note

Corporate Majority

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Sources

7

10

10

10

Helvetia Group Partners & Customers

7 Partners and customers

Helvetia Group has 7 strategic partners and customers. Helvetia Group recently partnered with Friss on May 5, 2020.

Date

Type

Business Partner

Country

News Snippet

Sources

5/7/2020

Vendor

Friss

Netherlands

Helvetia Austria selects FRISS to Enhance Customer Service

`` I 'm proud that Helvetia selected FRISS , '' says Nicola Virzi , General Manager FRISS DACH .

1

10/25/2019

Partner

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10

10/24/2017

Partner

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10

7/7/2016

Vendor

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10

7/15/2013

Partner

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10

Date

5/7/2020

10/25/2019

10/24/2017

7/7/2016

7/15/2013

Type

Vendor

Partner

Partner

Vendor

Partner

Business Partner

Friss

Country

Netherlands

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News Snippet

Helvetia Austria selects FRISS to Enhance Customer Service

`` I 'm proud that Helvetia selected FRISS , '' says Nicola Virzi , General Manager FRISS DACH .

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Sources

1

10

10

10

10

Helvetia Group Team

4 Team Members

Helvetia Group has 4 team members, including former Chief Executive Officer, Tom L..

Name

Work History

Title

Status

Tom L.

Chief Executive Officer

Former

Stefan Loacker

Swiss Life, and University of St.Gallen

Chief Executive Officer

Former

Jessica Vogt

Chief Executive Officer

Former

Nick Stefania

Managing Director

Former

Name

Tom L.

Stefan Loacker

Jessica Vogt

Nick Stefania

Work History

Swiss Life, and University of St.Gallen

Title

Chief Executive Officer

Chief Executive Officer

Chief Executive Officer

Managing Director

Status

Former

Former

Former

Former

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