Are you looking for a partner in the fund business who has no product interests of his own that conflict with yours? Would you like to continue to decide independently how and which products you offer your clients for investment? Then you have come to the right place. With us, you don't have to worry about us poaching your customers. We focus on neutrality and mutual success. This is also the reason why Germany's largest insurance and financial sales organisations trust us and work closely with us.
More than 200 sales partners of various sizes rely on our expertise and experience. We are currently authorised to manage customer assets of over 64 billion euros (as of 1 January 2022). 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
Our standardised asset management gives your clients an easy 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 designing 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: Through suitable IT interfaces and our customised solutions, we help you optimise your processes and reduce expenses for the professional procurement and safekeeping of your funds.
Business Process Outsourcing
Place your custody business confidently in our experienced hands! Whether it's custody account management or bank-specific business processes, we take care of regulatory obligations, technical solutions and complex processes for you. And if you want, we can remain completely in the background: our white labelling 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 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.
Retirement provision for companies
Supplement your in-house range of company pension solutions with our custody account solutions or the options offered by our fund-based working time account. We offer you and your clients optimal conditions for successfully mastering challenging issues such as overtime, residual leave or the long-term retention of skilled employees. With individual concepts - from sabbaticals and partial retirement to topping up pension benefits - you create real added value for your clients.
Company pension solutions are an important instrument for standing 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 topping up pension benefits offer your corporate clients real added value.