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Bantleon acquires full ownership of convertible bond specialist

Media Release |
Bantleon Convertible Bonds

Following a very successful joint development since October 2024, Bantleon AG has now also acquired the remaining 38% stake in Bantleon Convertible Experts AG, formerly Credit Suisse Investment Partners (Switzerland) AG. Subject to approval by the supervisory authority FINMA, the Asset Manager will thus hold 100% of the shares in the Zurich-based convertible bond specialist.

Strong growth in performance and AuM

»The founders and minority shareholders initially wanted to wait and see how their company would develop under the Bantleon umbrella,« says Stephan Kuhnke, CEO of Bantleon AG, explaining the phased takeover. »The past 20 months have shown that the impressive performance of the convertible bond funds, the excellent relationship management provided by Bantleon and the entrepreneurial culture of both companies provide an ideal combination.« As a result, the assets under management at Bantleon Convertible Experts AG have risen by 31% since October 2024 to 1.3 billion euros. »Our expectations have been significantly exceeded,« notes Stefan Hiestand, Chairman of the Supervisory Board, with satisfaction. »For me, as the founder, it is particularly important that the company is in good hands for the long term and can continue on its successful path. Through a long-term profit-sharing arrangement, I will remain associated with the company in the future.«

Multiple awards for two funds

Bantleon Convertible Experts AG is probably one of the best convertible bond managers in Europe in the conservative segment. Thanks to their consistently strong risk-return profile, the company’s two mutual funds were once again awarded by the renowned fund analysis company LSEG Lipper in 2025 and 2026: The dynamic convertible bond fund Bantleon Global Convertibles was among the winners of the »LSEG Lipper Fund Awards 2026«, in which Lipper recognised the funds with the best risk-adjusted returns over various time periods. Bantleon Global Convertibles (USD share class LU2279741255) ranked first in the »Bond Convertibles Global« category in comparisons covering 3-year, 5-year and 10-year periods in Europe, Germany and Switzerland. Last year, the fund had already received Lipper Awards for its outstanding risk-adjusted returns over a 5-year period in Europe and Switzerland, as well as over 5 and 10 years in Germany. In addition, the defensive convertible bond fund Bantleon Global Convertibles Investment Grade was ranked the best fund in its category in Germany, Austria, Switzerland and Europe in the 3-year comparison at the 2024 Lipper Fund Awards. It also received a Fund Award from the financial magazines €uro, €uro am Sonntag and Börse Online in both 2025 and 2026. Furthermore, in a 10-year comparison, it ranks among the top 10% in the category Return and the top 10% in the category Risk/Return within the peer group analysis of Absolut Research (as of 04/2026).

Marcus Dominik Runkel
Head of Corporate Communications
Telephone +49 511 123 54 301
+41 41 728 77 58

Legal Notice

This marketing communication is an advertisement. It shall neither be seen as an investment advice nor a recommendation or request for a purchase or sale of a product. The given information can and should not replace an individually coordinated consultation by persons qualified for this purpose. All statements are based on the information currently available to Bantleon and can be changed without any notification. The full details of the mutual funds are described in the respective prospectuses, the key information document (PRIIP-KID) and the semi-annual and annual reports. These documents are the only binding basis for a purchase of fund shares. They are available free of charge on www.bantleon.com or can be ordered in printed form from Bantleon Invest Kapitalverwaltungsgesellschaft mbH, Aegidientorplatz 2a, 30159 Hannover (Fund Management Company in Germany) or Bantleon GmbH, Aegidientorplatz 2a, 30159 Hanover, from Erste Bank der österreichischen Sparkassen AG, Am Belvedere 1, 1100 Vienna (Contact and Information Agent in Austria), LLB Swiss Investment AG, Claridenstrasse 20, 8002 Zurich (Representative in Switzerland) or UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zurich (Paying Agent in Switzerland). Performance calculations are based on the daily fund share prices and the reinvestment of income (BVI method). All costs within the fund are taken into consideration, expect the subscription fee. Additional fees, commissions and other costs can be charged at the time of buying. These costs are not taken into account in the calculations presented here and can have a negative impact on performance. Past performance is not indicative of future results. The issued shares of the mutual funds are only allowed to be offered or sold in legal jurisdictions where such an offer or sale is permitted. In particular, the shares cannot be offered or sold within the United States of America nor to or on behalf of US citizens or persons living in the United States of America or anyone qualifying as a US person according to the applicable regulations in the United States of America. This document and its content are not allowed to be distributed within the USA. The distribution and publication of this document as well as the offer and sale of shares may also be subject to restrictions in other legal jurisdictions. The information herein has been compiled with the utmost care and attention. However, no responsibility is taken for the correctness and completeness of this information. Any liability for possible losses directly or indirectly linked to this information is excluded. If in this publication the term »Bantleon« is used without any further specification, it refers to Bantleon AG, domiciled in Zurich (Switzerland), and all its associated companies, in particular subsidiaries (also referred to as the »Bantleon Group«). This is a translation of the German disclaimer. The German version shall be binding for the interpretation of this advertisement.

 

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