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
Investment and Fund Management as well as Fund Sales German institutional investors and distribution partners

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

Bantleon Convertible Experts AG, Switzerland (62% shareholding)
Asset & Fund Management, Mandate Management Swiss institutional investors, private banks and asset managers

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) 25 bn EUR
Assets under Administration (AuA) approx. 41 bn EUR
Number of employees approx. 150

Members of the
Executive Board

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

Sebastian Finke
CFO and Head of Finance and Accounting, Risk Management and Legal & Compliance of Bantleon AG, Zurich

Jan Dismer
Member of the Executive Board and Head of Institutional Relationship Management of Bantleon GmbH, Hanover

Marius Hoppe
Member of the Executive Board and Head of Controlling und Accounting of Bantleon GmbH, Hanover

Christoph A. Schwarzmann
Member of the Executive Board and Head of Wholesale as well Marketing & Communication of Bantleon GmbH, Munich

Jörg Schubert
Chairman of the Executive Board of Bantleon Invest Kapitalverwaltungsgesellschaft mbH, Hanover

Caroline Specht
Member of the Executive Board of Bantleon Invest Kapitalverwaltungsgesellschaft mbH, Hanover

Gerd Lückel
Member of the Executive Board of Bantleon Invest Kapitalverwaltungsgesellschaft mbH, Hanover

Stefan Krapf
Member of the Executive Board of Bantleon Invest Kapitalverwaltungsgesellschaft mbH, Hanover

Oliver Gasser
CEO of Bantleon Convertible Experts AG, Zurich

Dominic Züfle
COO of  Bantleon Convertible Experts AG, Zurich

Supervisory Bodies

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

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

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

Professor Dr. Carl Heinz Daube
Member of the Supervisory Board of Bantleon Invest Kapitalverwaltungsgesellschaft mbH, Hanover

Urs Held
Member of the Supervisory Board of Bantleon Invest Kapitalverwaltungsgesellschaft mbH, Hanover as well as Head of IT/Business Analysis of Bantleon AG, Zurich

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

Werner Kellner
Member of the Supervisory Board of Bantleon Invest Kapitalverwaltungsgesellschaft mbH, Hanover

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

Stefan Hiestand
Chairman of the Supervisory Board of Bantleon Convertible Experts AG, Zurich

Sebastian Finke
Member of the Supervisory Board of Bantleon Convertible Experts AG, Zurich, as well CFO and Head of Finance and Accounting, Risk Management and Legal & Compliance of Bantleon AG, Zurich

Marcel Saucy
Member of the Supervisory Board of Bantleon Convertible Experts 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.

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