Facts and Figures

Year of foundation1991
Organisational units

Bantleon AG, Switzerland
(Asset & Fund Management, Economic Research, Risk-/Return Controlling, Relationship Management/Fund Sales international and Swiss institutional investors, private banks and asset managers)

Bantleon Invest GmbH, Germany
(Management Company, Funds Management »Bantleon Funds« as well as Fund Sales German institutional investors and distribution partners)

Business segmentsMutual funds for institutional and private investors as well as segregated accounts for institutional investors: investment grade bond funds, equity funds, absolute return funds, asset-managing funds, multi-factor approaches.
Equity capital180.8 m EUR/187.4 m CHF
(as of 31 December 2021)
Assets under managementmore than 5 bn EUR
Number of employees46
Management

Stephan Kuhnke
(CEO Bantleon AG, Zurich, Head of Asset Management as well as Member of the Supervisory Board Bantleon Invest GmbH, Hanover)

Simon Staehelin
(Member of the Executive Board Bantleon AG, Zurich, Head of Risk Management, Legal and Compliance, Accounting and Securities Settlement)

Maria Vogt
(Member of the Executive Board Bantleon AG, Head of Business Development, Zurich)

Sebastian Finke
(Executive Director Bantleon Invest GmbH, Head of Portfolio Management and Investment Solutions, Hanover, Head office: Munich)

Marius Hoppe
(Executive Director Bantleon Invest GmbH, Head of Controlling und Accounting, Hanover)

Dr. Harald Preißler
(Capital Market Strategist, Chairman of the Supervisory Board of Bantleon AG, Zurich and Chairman of the Supervisory Board Bantleon Invest GmbH, Hanover)

Jörg Schubert
(Vice Chairman of the Supervisory Board of Bantleon AG, Zurich)

Clients

More than 150 institutional investors as well as many private investors in German-speaking countries as well as Italy and Spain.

The mutual funds are open to institutional and private investors.