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Asset management

Managing assets with foresight

Asset Management

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  • active management of your portfolio
  • resilience thanks to broad diversification
  • sustainable investments for sustainable value growth 

Your personal values and goals determine the common thread running through your life. Your investments must also fit in with this: with a good performance and an investment strategy that you can understand. Your assets are in the best hands with our experts. Because they think long-term, act sustainably - and keep a cool head even in turbulent market phases. You can rely on that.

Sustainability seal of approval from Fuchs Richter on a green background with the rating 'Grand Master' for Bethmann Bank.

Bethmann Bank's asset management? Excellent!

Whether portfolio structure, customer focus or sustainability: we are delighted that our asset management has also received a number of important awards in 2024.

Who is our private bank's asset management suitable for?

Wealthy private clients and entrepreneurs

In private wealth management, we advise private clients and entrepreneurs who want to preserve their assets for future generations and develop them sustainably. We manage your assets in a way that suits your individual investment goals and your personal risk tolerance.

 

A woman walks through an autumnal park.
Foundations and non-profit organizations

In order for foundations to fulfill their purpose, they must generate income. Our investment strategy aims to use the foundation's assets sparingly, to avoid losses as far as possible and at the same time to be able to release liquidity at short notice.

 

Founding and advising foundations - Three people talk
Institutional clients

Insurance companies, pension funds and church investors face special challenges in wealth management. Our advisors and portfolio managers have many years of experience in managing complex mandates and can support you with professional solutions.

A lady sits at a table and checks documents

Who is our private bank's asset management suitable for?

Wealthy private clients and entrepreneurs
Foundations and non-profit organizations
Institutional clients

Wealthy private clients and entrepreneurs

In private wealth management, we advise private clients and entrepreneurs who want to preserve their assets for future generations and develop them sustainably. We manage your assets in a way that suits your individual investment goals and your personal risk tolerance.

 

A woman walks through an autumnal park.

Foundations and non-profit organizations

In order for foundations to fulfill their purpose, they must generate income. Our investment strategy aims to use the foundation's assets sparingly, to avoid losses as far as possible and at the same time to be able to release liquidity at short notice.

 

Founding and advising foundations - Three people talk

Institutional clients

Insurance companies, pension funds and church investors face special challenges in wealth management. Our advisors and portfolio managers have many years of experience in managing complex mandates and can support you with professional solutions.

A lady sits at a table and checks documents

Conviction and a systematic approach: the principles of our investment policy

Active management

We believe that active management can deliver the best long-term returns. That's why our experts manage your portfolio at all levels, including asset classes, sectors, and regions.

Diversification

It is important to us that your portfolio is broadly diversified. This makes it more resilient and better protected against risks during downturns. And we can react flexibly to opportunities as they arise.

Sustainability

Sustainable investments contribute to a better world - and to a good return. We are deeply convinced that environmental and social benefits can be combined with competitive performance.

Quantitative analyses

Sustainable investments contribute to a better world - and to a good return. We are deeply convinced that environmental and social benefits can be combined with competitive performance.

We act sustainably - Man sitting on a balcony

Sustainable asset management

Do you want to create sustainable value with your assets? We can help you do this. Learn more about Bethmann Bank's sustainability approach.

Our approach to sustainability

What can we do for you?

Do you have any questions or suggestions and would like to contact us? Please use our contact form.

Risk Disclosure

Please be aware that wealth management is not a risk-free investment. The money you invest in this way is exposed to the risks of the financial instruments you acquire. Our market assessments could prove to be inaccurate. For example, market, creditworthiness and liquidity risks can cause losses up to the total loss of the capital invested. All these risks may lead to your investment objectives not being achieved.

Over and above the relevant capital market and selection risks involved in wealth management, we exercise our discretion in deciding which measures we deem appropriate to manage your portfolio. We are guided by our Investment Committee's capital market opinion. Nevertheless, it could be subject to a misjudgement, the implementation of which could lead to asset losses.