Thursday, March 23, 2023

A premium wealth management solutions and services provider

The world of banking has experienced major changes over the past few years. There are many bankers who are incapable of translating financial services from its consumer perspective. Factors like ROI, risk analysis, legal disclosures, regulatory issues, compliance concerns have had an deep impact on bank structures, operating models, customer relationships and employment perspectives. Some have already tasted failures. On the contrary a traditional as well as a modern private bank — Hauck & Aufhäuser Privatbankiers — still stands tall after 222 years. The bank emerged from the merger of two highly traditional private banks in 1998: Georg Hauck & Sohn Bankiers, founded in Frankfurt am Main in 1796, and Bankhaus H. Aufhäuser, which opened its doors in Munich in 1870.

HQ of Hauck & Aufhäuser | Aspioneer

Their philosophy was then as it is today to create sustainable financial networks that foster innovation and combine efficiency, flexibility and versatility. The bank has always remained committed to innovation, and thus has entered into partnerships with Fintechs, such as the digital financial intermediary easyfolio. They also took over Luxembourg companies of Sal. Oppenheim in 2017, which significantly increased their asset volume and the number of clients and employees (currently 726+) in the fund business.

The possession by their partner and long-term oriented investor Fosun International Ltd., which was approved in 2016, enabled them to access new lines of business and new markets, and sustainably strengthened the growth prospects of the bank. Furthermore it facilitated the organization to stay true to its motto — Start Leaving Traces.

The Vibrant Head

Born in 1964, Michael Bentlage graduated from the university of Augsburg and holds a master’s degree in economical mathematics. Before joining Hauck & Aufhäuser in 2009, Michael Bentlage was CEO at German Asset Management company BayernInvest. Prior to that he was CIO at Activest and served as a fund manager at Allianz. He started his career at Trinkaus Capital Management as an analyst.

Today, his 'business expansion' strategy implying internationalization and digitalization is a tactic worth pursuing.

Michael Bentlage, CEO

Modern agile

Among banks, Hauck & Aufhäuser outshines all on the following points:

More than 220 years of history as a successful, socially committed and innovative private bank.

One of the fastest growing banks in the German-speaking world.

No. 3 most dynamic asset manager worldwide. (Fonds professionell 1/2018)

Centred in Frankfurt, which is home to one of Europe's most important financial communities.

No. 1 Equities Small Cap company.

Access to the Fosuns network as well as its know-how.

Locations in Frankfurt am Main, Munich, Hamburg, Düsseldorf, Cologne, Zurich and Luxembourg providing holistic advisory services internationally.

Posted their best annual result since the last financial crisis in 2017.

Proudly serving its valuable clientele

The staff of Hauck & Aufhäuser works every day with the thought — First and foremost it is our customers. They grant an elite customer-journey to: private clients with fixed assets of EUR 500,000 or more (in the future private clients with assets of EUR 50,000 or more through it's new digital wealth management which will be launched by end of 2018); Institutional clients (e.g. family offices, insurance companies, pension funds, or smaller addresses such as local cooperative banks/savings banks smaller managed funds); Financial intermediaries; Foundations and church institutions; Capital investment companies; Alternative investment funds; Asset managers and Independent asset managers.

Client-age card

Distinctive services

Hauck & Aufhäuser concentrates on providing comprehensive advice and offers the following services: holistic advice and wealth management for private and corporate investors, asset management for institutional investors, issuance and administration of funds, cooperation with independent asset managers, research, sales and trading activities for institutional investors, research, sales and trading activities for institutional investors in the field of equities in German-speaking countries, tailored services for initial public offerings and capital increases.

The focus of the firm's business activities is on comprehensive and personal consulting, on the basis of which individual solutions are developed.

Digitized future

Digitalization has unleashed enormous potential, reduced transaction costs, enhanced consumer welfare and has inspired a new entrepreneurial culture. Keeping that in mind Hauck & Aufhäuser Privatbankiers is adapting itself quickly to new technologies and business models. The goal is the deep modernisation of business. At the beginning of this year Hauck & Aufhäuser Privatbankiers published their new, modern online banking service. They participated in the Startup Accelerator Program Protechting along with Fosun, Fidelidade and Luz Saúde. Furthermore, they are striving to intensify their cooperation with the previously selected Fintechs.

At the end of the year, the firm will launch a digital asset management service, which will enable clients to invest in funds-based, single-title or sustainable wealth management from a minimum investment amount of EUR 50,000.

With the aim to develop a completely digitized corporate culture, Hauck & Aufhäuser Privatbankiers continues to provide existing employees with the best possible support for their personnel development. For this approach is understood to be the foundation for attracting the employees of the future. Additionally, the bank is constantly in search of new investment opportunities that can complement their own business models in terms of automation and digitization.

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