Solutions that meet your high requirements
Capital and financial markets are becoming more complex, products and opinions more diverse. – We offer institutional investors comprehensive support as they look for and select the right services. We ensure that the solutions correspond to the needs and the institutional environment of investors.
We care about long-term rather than short-term success for an enduring business partnership. This goal guides our actions. For this reason, we do not draw solely on our own products; thanks to our independence we can select suitable products from other well-known providers.
Equities and research
We advise domestic and international institutional clients regarding investments in German stocks. In order to provide them with good advice, we take advantage of the comprehensive stock research conducted by the excellent analysts at Warburg Research.
Treasury & Fixed income trading
Are attractive current income and capital preservation important to you in a low interest rate environment? With our risk-mitigating fixed income solutions, we meet the individual needs of our institutional investors as they look for steady capital growth. Do you want distributions? We can of course also take this need into account.
Currencies and interest derivatives
We can advise you in hedging against currency and interest derivative risks and support you with traditional hedging tools. Our proprietary trading activities give you the necessary proximity to the market so you can choose products that are solid, innovative and – most importantly – help you meet your goals.
Real estate
Real estate is an important component of asset allocation for institutional investors. Experts design and manage institutional funds, fund solutions for investments in the European and US real estate markets and mixed securities and real estate investment fund offerings.
Special funds
We design institutional funds for institutional investors and special investor groups. Our focus is on total return portfolios.
Alternative investments
Foundations, insurance companies, pension funds, banks, family offices and asset managers – institutional investors use alternative investments to diversify their portfolios. This asset class holds a lot of opportunities and distinguishes itself from other asset classes because of its income and risk profile.