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 employees48
Management

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, 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, as well as Vice Chairman of the Supervisory Board Bantleon Invest GmbH, Hanover

Jörg Schubert
Chairman of the Supervisory Board Bantleon Invest GmbH, Hanover, as well as 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.