Your strategic partner for your fund business

Our solutions for banks 

Over 200 sales partners of various sizes rely on our expertise and experience. We currently manage client assets of over 56 billion euros (as of 1 Januar 2023). This size ensures good purchasing conditions for you. We can offer you our products and services at a favourable and fair price.

Focus on your core business and leave the processing of your fund business to us. This saves you time and money. In addition, you benefit from our regulatory know-how as Germany's largest liability umbrella and reduce your own risk.

Are you interested in a partnership with us? We look forward to hearing from you!

Fund asset management

With our standardised asset management Our standardised asset management offers your clients a simple way to invest in funds. Put together individual portfolios for your clients and leave the rest to us. Or use one of our existing asset management services: In this case, well-known experts - our partner Liontrust - take care of the design of the strategy, while we take care of the technical implementation and regulatory security for you.


Central fund procurement

Open your institutional custody account with us and benefit from our comprehensive services: With suitable IT interfaces and our customised solutions, we help you to optimise your processes and reduce the costs for the professional procurement and safekeeping of your funds.

More information about central fund procurement and our depository management can be found here

Business process outsourcing

Place your custody business confidently in our experienced experienced hands! Whether it's custody account management or bank-specific business processes, we take care of regulatory obligations, technical solutions and elaborate processes for you. And if you want, we can remain completely in the background: our white-label-option offers you all elements – from forms to customer service – under your brand and in your individual corporate design.


Depot-A and
Depot-B business

Optimise your processes in the Depot-A and Depot-B business with our institutional custody account. You can choose between individual fund custody accounts and our professional portfolio solutions for institutional clients.


Pension scheme
for companies

Operational supply solutions are an important instrument to stand out from the competition. Our custody account solutions or the fund-based working time account offer your customers the perfect basis for successfully mastering challenging issues in employee retention. Individual concepts such as sabbaticals, partial retirement and pension top-ups offer your corporate clients real added value.


contact us

E-Mail: banken-versicherungen(at)