Growth and Scale Asset under management stands at EUR 61.1 billion with a growing footprint across securities, real estate and infrastructure, presenting opportunities to cross-sell diversified investment solutions to Swiss Life Group and third-party clients.

Expansion Footprint Recent office openings and strategic acquisitions in Europe, including Lisbon expansion and Rome office asset acquisitions, indicate a readiness to partner on regional deployment, co-development of products, and local market capabilities for clients seeking geographic diversification.

Sustainability Focus The firm emphasizes long-term, responsible investing and sustainable solutions, signaling opportunities to propose ESG-aligned mandates, sustainable real estate and infrastructure investments to clients prioritizing climate-related and impact-oriented portfolios.

Tech and Security A technology stack featuring Cognos Analytics, Docker, Drupal, SharePoint and security tools suggests potential for modernization collaborations, data analytics enhancements, client reporting automation, and improved cybersecurity offerings for asset management operations.

Strategic Partnerships Significant third-party activity through asset acquisitions and fund investments (e.g., Heynos/Honos fund deals and care facility transactions) highlights readiness to engage in co-investments, fund mandates, and turnkey asset management solutions for institutional clients.