An experienced and well-rehearsed team of investment managers, custodian bank and managing company is essential for successful investment concepts.
This was the reason behind our decision to work with German and European market leaders with whom we already have years of personal history, in implementing our investment concept.
Universal Investment is one of the leading managing companies in Germany managing assets under management of about 170 EURbn. We appreciate that Universal operates independently of any major asset manager as we do, too. With more than 500 employees we make sure that your assets are managed at the highest professionell standards. Universal was founded already in 1968 and is headquartered in Frankfurt am Main, Germany.
Ampega Investment GmbH in combination with its parent company Talanx Asset Management GmbH acts as dedicated wealth manager for the Talanx insurance group. Assets under Management of 122.7 EURbn are split between direct investments (108 EURbn) and fund structures (14.7 EURbn) as of 31.03.2016. Based on premiums collected Talanx belongs to the the largest European insurers employing more than 22,000 employees worldwide.
Berenberg bank is one of the most innovative and lean German custodians with an entrepreneurial company background. The company holds assets under custody of roughly 40 EURbn and is one of the most solid banks in Germany with an core equity ratio of about 12%. The roots date back till 1590 when the bank was founded in Hamburg. Berenberg bank is still family-owned by the Berenberg family holding a stake of 30.4%. The group employs about 1,300 people.
That is why we cooperate with Frankfurt-based DPG Deutsche Performancemessungs-Gesellschaft für Wertpapierportfolios mbH, the leading independent provider of performance measurement for the German investment industry. DPG analyses total assets of 950 bn EUR (market share of >60%). Investors shall know which specific investment decisions drive our returns.
Should you wish to take advantage of our services within an advisory mandate for your institutional funds or portfolio management mandates, other managing companies and custodian banks are also available.