Competences  Institutional investors

We understand the challenges faced by financial institutions in times of increasing regulation and increased capital requirements. As an asset management platform, we provide you with sound market analyses and tailor-made strategies for investments and have a strong network of competent partners. 

As an insurance company, you are in a dynamic investment and regulatory environment. We have the knowledge, experience and flexibility to provide you with innovative solutions within your legal and regulatory framework.

As an experienced Asset Management Boutique Group, we understand the specific needs and regulatory challenges of professional utilities. With a deep understanding of your commitments and long-term goals, we develop individual strategies for investment that can help you ensure the financial security, stability and long-term growth of your members.

As your partner on an equal footing, we support you as a foundation or non-profit investor with individual concepts and tailored strategies for investment. We take into account your specific requirements and investment limits and ensure the protection of your assets within your investment strategy.

We know and understand the high level of responsibility that pension funds bear for the investment assets of their insured persons. In addition to your regulatory requirements and sustainability criteria, we also take into account your current targets to help you secure the financial future of your members.

Anyone who takes responsibility for public affairs performs important tasks. We understand your specific needs - whether it’s taking into account legal requirements, taking on your budgetary responsibility or achieving your long-term investment goals. Our tailor-made strategies for investment can help balance stability and growth while meeting the highest standards of transparency.

Working as equal partners, we support ecclesiastical investors by providing tailored concepts and suitable investment strategies. In traditional portfolio management, we incorporate sustainability in line with your individual environmental, social and governance requirements, integrating sustainability criteria into the investment process and applying your exclusion criteria. In our investment strategies, we implement your individual requirements and investment limits, while also being highly familiar with church investment guidelines, such as the guidelines for ethically sustainable investments in the Protestant Church or the guidelines for financial decision-makers in Catholic institutions in Germany.