Insurance companies

Solvency II has imposed far-reaching obligations on the insurance industry. We offer investment products that are precisely tailored to these requirements and thus to the needs of insurance providers. 

In consultation with the investors, either securitised structures such as bonds or classic participation models are created. When developing the products, the insurance company's attributable solvency capital ratio is an important criterion. In the case of infrastructure investments, structures are possible that can be classified as qualified infrastructure investments according to the corresponding EU directive. Our products take into account the sustainability aspects according to the EU Disclosure Regulation and can be designed as Article 8 or Article 9 funds.

In addition, our own certified ESG scoring model can be taken into account on request, especially in the real estate sector.

Foundations and clerical investors

Die erfolgreiche Kapitalanlage ist Voraussetzung für die Förder- und Verwaltungstätigkeit von gemeinnützigen Investoren.

The successful investment of capital is a prerequisite for the promotional and management activities of non-profit investors.

In our  special concepts for foundations and clerical investors, we put emphasis on a high degree of income security = constant income under commercial law from the investment asset.

Economic, ecological and social aspects are equally important to us. We incorporate these sustainability criteria, including impact investing, into our concepts. The regulations of the respective state foundation laws as well as tax requirements - especially for charitable foundations - are of course taken into account when designing our products. 

Pension insurance funds

We offer individual structures in the asset classes real estate, renewable energies and aviation.  Aviation. Of course, we also design the capital investment products which are commonly used by pension funds.

Starting from an initial equity volume of €20 million, we design investments that are eligible for premium reserve stock and compliant with the German Insurance Supervision Act (VAG) - for individual investors or an exclusive group of investors. Participation in existing portfolio funds is also possible. Investor representatives are involved in decision-making processes such as the acquisition and sale of assets via an investment committee.  

Our products take into account the sustainability aspects according to the EU Disclosure Regulation and can be designed as Article 8 or Article 9 funds.

In addition, our own certified ESG scoring model can be taken into account on request, especially in the real estate sector.