With our highly specialized advisors, we focus on the client groups of foundations, pension funds and pension schemes, church organizations as well as banks and savings banks A-custody accounts. Of course, we are also open to mandates beyond this.
We offer institutional investors the following range of services: customized special funds; advisory mandates; institutional share classes for mutual funds; white label solutions for our strategic product partners; master KVG services
Good institutional asset management first and foremost means a truly detailed understanding of individual client needs. These can differ significantly due to dynamic regulatory conditions, distribution and sustainability requirements and a changing market environment.
We combine strategic asset allocation according to our FMM method with our in-house bottom-up scoring model, which we use to select individual securities for client portfolios.
We have been successful in the market for 50 years and have been active in institutional asset management for 25 years. Our key decision-makers have a long track record.
We focus on excellent risk management with proven drawdown expertise to survive in challenging market phases.
We have proven expertise in the area of multi-asset strategies in particular. More than half of the assets we manage are allocated to multi-asset strategies.
We are convinced that we can generate added value for our clients through responsible investing and active management. This is another reason why we have firmly anchored sustainability criteria in our investment process.
We offer special mandates with a higher degree of individualization for institutional clients from a volume of EUR 25 million.