Facts and Figures

Year of foundation of the first »Bantleon entity« 1991
»Bantleon entities«

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

Bantleon Invest AG, Germany
Investment and Fund Management, Asset Servicing (Master Management Company) as well as Fund Sales German institutional investors and distribution partners

Business segments Mutual 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. Extensive range of Asset Servicing (Master Management Company).
Assets under management (AuM) approx. 24 bn EUR
Assets under Administration (AuA) approx. 38 bn EUR
Number of employees more than 140

Members of the
Executive Board

Stephan Kuhnke
CEO Bantleon AG, Zurich, Head of Asset Management

Simon Staehelin
Member of the Executive Board Bantleon AG, Zurich, Head of Risk Management, Legal and Compliance as well as Securities Settlement

Sebastian Finke
Executive Director Bantleon GmbH, Hanover, Head of Portfolio Management and Investment Solutions,Head office: Zürich
Head Financing and Accounting Bantleon AG, Zurich

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

Caroline Specht
Member of the board Bantleon Invest AG, Hanover

Dr. Dirk Rogowski
Member of the board Bantleon Invest AG, Hanover

Supervisory Bodies

Jörg Bantleon
Chairman of the Supervisory Board of Bantleon AG, Zurich

Dr. Harald Preißler
Capital Market Strategist, Vice Chairman of the Supervisory Board of Bantleon AG, Zurich, as well as Vice Chairman of the Supervisory Board Bantleon Invest AG, Hanover

Jörg Schubert
Chairman of the Supervisory Board Bantleon Invest AG, Hanover, as well as Member of the Supervisory Board of Bantleon AG, Zurich

Professor Dr. Marc Gürtler
Member of the Supervisory Board Bantleon Invest AG, Hanover

Dr. Rolf Krämer
Member of the Supervisory Board Bantleon Invest AG, Hanover

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.

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