Multi Asset Management Team

Prof. Dr. Bernd Meyer

Prof. Dr. Bernd Meyer has been Chief Investment Strategist at Berenberg Wealth and Asset Management since October 2017, where he is responsible for discretionary multi-asset strategies and wealth management mandates. Prof. Dr. Meyer was initially Head of European Equity Strategy at Deutsche Bank in Frankfurt and London and, from 2010, Head of Global Cross Asset Strategy Research at Commerzbank. In this role Prof. Dr. Meyer has received several awards. In the renowned Extel Survey from 2013 to 2017, he and his team ranked among the top three multi-asset research teams worldwide. Prof. Dr. Meyer is DVFA Investment Analyst, Chartered Financial Analyst (CFA) and guest lecturer for "Empirical Research in Finance" at the University of Trier. He has published numerous articles and two books and received three scientific awards.

Ulrich Urbahn

Ulrich Urbahn has been working for Berenberg since October 2017 and is responsible for quantitative analyses and the devel-opment of strategic and tactical allocation ideas, and is involved in capital market communications. He is a member of the Asset Allocation Committee and portfolio manager of the Berenberg Variato. After graduating in economics and mathematics from the University of Heidelberg, he worked for more than 10 years at Commerzbank, among others, as a senior cross asset strate-gist. Mr Urbahn is a CFA charterholder and was part of the three best multi-asset research teams worldwide in the renowned Extel survey for many years.

Ludwig Kemper

Ludwig Kemper has been working as a strategist since 2019 and as a portfolio manager since 2021 at Berenberg’s Multi Asset unit. His responsibilities include the generation of investment ideas and the preparation of analyses to support investment decisions. Ludwig focuses on the commodities sector and derivatives markets. Previously, he completed a dual study programme at Berenberg in cooperation with the Hamburg School of Business Administration. In his rotations, he worked in investment banking, equity research and asset management. He received his Bachelor's degree as valedictorian of his class. Ludwig is a CFA charterholder.

Philina Kuhzarani

Philina Kuhzarani has been working as an analyst in the Berenberg Multi Asset Strategy & Research team since January 2022. Her responsibilities include the generation of multi-asset investment ideas and the preparation of capital market publications and analyses to support investment decisions. Her focus is particularly on the commodities sector. After completing her BSc in Economics at Maastricht University, she gained market experience in the treasury and M&A department of a Dax-40 company before completing her Master of Science in Investment and Wealth Management at Imperial College London with merit. Philina Kuhzarani joined Berenberg Bank in October 2020 as part of the Investment Banking Graduate Programme in London. As part of the programme, she completed assigments in ECM, Economics and Equity Research, Equity Sales and Equities and Multi-Asset Asset Management and completed the CISI Level 3 certifications in Securities and Financial Regulation.

Oliver Brunner

Oliver Brunner, CIIA, heads the portfolio management department (core strategies) at Berenberg. He has been working in private asset management since 2007. In addition to overall responsibility for the core strategies and 1590 fund family, the graduate industrial engineer manages large special mandates for foundations, church institutions and private clients with special requirements. He completed his studies at the end of the 1990s at the Technical University of Karlsruhe; in 2006 he passed the part-time examination to become a Certified International Investment Analyst (CIIA). From 2000 to 2007, he was portfolio manager and equity analyst at Baden-Württembergische Bank AG in Stuttgart.

Ansgar Nolte

Ansgar Nolte, CFA, has headed the Multi Asset Portfolio Management division at Berenberg since 2013. In this function, he has been responsible for balanced and equity-oriented strategies since the beginning of 2018. He is a member of the Asset Allocation Committee and in this function is jointly responsible for the tactical asset allocation and the house view. After completing his banking apprenticeship, he continued his training as a part-time bank business economist (BA). He is also a CFA charterholder. Before joining Berenberg in 2011, he worked for several years as a senior portfolio manager for UBS and previously for Deutsche Bank in Hamburg. He has more than 20 years of professional experience in portfolio management, of which more than ten years in management positions

Ulrich Urbahn

Ulrich Urbahn has been working for Berenberg since October 2017 and is responsible for quantitative analyses and the devel-opment of strategic and tactical allocation ideas, and is involved in capital market communications. He is a member of the Asset Allocation Committee and portfolio manager of the Berenberg Variato. After graduating in economics and mathematics from the University of Heidelberg, he worked for more than 10 years at Commerzbank, among others, as a senior cross asset strate-gist. Mr Urbahn is a CFA charterholder and was part of the three best multi-asset research teams worldwide in the renowned Extel survey for many years.

Philipp Loehrhoff

Philipp Löhrhoff joined Berenberg in 2021 and is a portfolio manager in the Multi Asset team. In his previous roles he worked closely with institutional investors to structure, develop and place bespoke hedging and investment solutions. He is an expert for quantitative investment strategies as well as cross asset solutions with a particular focus on equity and fixed income. He spent several years at Goldman Sachs, BNP Paribas and Natixis in London. Philipp holds a Master‘s degree in Finance and Economics and a Bachelor’s degree in Econometrics and Mathematical Economics from the London School of Economics and Political Science (LSE).

Marco Höchst

Marco Höchst joined the bank in November 2016. As a multi asset portfolio manager, he is co-responsible for offensive and balanced strategies as well as the Berenberg Multi Asset Balanced. Additionally, he contributes to idea generation and the overall market opinion with a focus on equity market analysis in a multi-asset context. He received his Bachelor's and Master's degrees from Goethe University in Frankfurt a.M. in Finance, where he graduated in the top 10%. He was awarded the CFA charter in 2021. Previously he gained experience in portfolio management at Hauck & Aufhäuser and the H&A Global Investment Management, where he co-managed the convertible bond fund.

Tobias Schäfer

Tobias Schäfer has been with Berenberg since July 2018. As a portfolio manager in private asset management, he is responsible for the fund-heavy asset management core strategies. A further focus is on qualitative fund selection in the equities/bonds and alternative sectors as well as on ETF selection. Mr. Schäfer completed his apprenticeship as a bank clerk at Sparkasse Darmstadt in 2012, where he subsequently worked as an asset management consultant and completed his studies in Banking & Finance at FOM in 2015. During his Master of Finance at the Frankfurt School of Finance, he worked as a working student in institutional multi-asset portfolio management at Union Investment. There he was hired in 2017 after the successful completion of his studies and was responsible for institutional investors as junior portfolio manager in the advisory department.

Luca Kroschke

Luca Kroschke joined the Multi Asset team in October 2021 as a portfolio manager responsible for the fund-heavy asset management core strategies as well as the fund and ETF selection process. Previously, he worked in quantitative asset management at Berenberg, where he was responsible for the systematic multi-asset and equity strategies. Before working as a portfolio manager, Kroschke completed a dual study programme at Berenberg in cooperation with the Hamburg School of Business Administration. As part of his studies, he was assigned to various areas of corporate banking and asset management during the practical phases.

Manuel Hochsam

Manuel Hochsam joined Berenberg in October 2020 on the graduate scheme. Having successfully completed the programme, he joined the Multi Asset Solutions team. Manuel holds a MSc in Finance from the University of Mannheim and a BSc in Finance & Economics. Prior to joining Berenberg, Manuel has been an intern with several investment management corporations, focusing on both discretionary and quantitative portfolio management. Manuel has passed the CFA level 1 exam.

Moritz Schierholz

Moritz Schierholz joined Berenberg in 2023 as portfolio manager in the Multi Asset Solutions team. He started his career in 2014 working at ODDO BHF during a dual study-work program. Since 2019, Moritz gained experience as quantitative portfolio manager at MainFirst and ansa capital management, focusing on the development and implementation of risk-focused investment strategies, as well as customized solutions for institutional clients. He completed his Bachelor’s degree in 2017 from the Baden-Wuerttemberg Cooperative State University Mannheim and pursued a Master’s degree in Finance from Frankfurt School of Finance & Management in 2019. Moritz is CAIA charterholder.

Maximilian Gauglitz

Maximilian Gauglitz joined the Multi Asset Solutions team at Berenberg in 2022. He studied industrial engineering at the Technical University of Dresden and has gained experience with several investment managers focusing on quantitative and fundamental investing strategies.

Christian Saalfrank

Christian Saalfrank ist seit Mai 2023 bei Berenberg. Als Co-Fondsmanager des Publikumsfonds Berenberg Sustainable Stiftung ist er im Bereich Multi Asset Income & ESG in Frankfurt mitverantwortlich für nachhaltige und ausschüttungsstarke Strategien. Er verfügt über eine langjährige Erfahrung und besondere Expertise in der Verwaltung von großen Spezialfonds für Sparkassen, Unternehmen und Kommunen. Nach einer Banklehre bei der Stadtsparkasse Nürnberg absolvierte er Mitte der 90er Jahre sein BWL Studium an der Universität Erlangen-Nürnberg. Nach dem Studium startete er seine Laufbahn als Junior Fondsmanager bei der SEB Invest. Im Jahr 2001 legte er die berufsbegleitende Prüfung zum Certified European Investment Analyst (CEFA) ab. Von 2001 bis 2021 arbeitete er als Senior Fondsmanager Multi Asset/Aktien für institutionelle Kunden bei der Helaba Invest. Zuletzt war er als Leiter Aktien bei der LeanVal Asset Management AG tätig.

Isabell Silverio

Isabell Silverio has been working in the Berenberg Multi Asset Product Specialist team since January 2022. In this role, she is the first point of contact for product and client specific questions on all Multi Asset and Fixed Income strategies. After her BSc in Business Administration, she gained investment banking experience in M&A and Private Equity before completing her Master of Science in Finance at Frankfurt School of Finance & Management with merit. Isabell Silverio joined Berenberg Bank in October 2020 as part of the Wealth & Asset Management Graduate Program in London.

Yannick Lahmann

Yannick Lahmann joined Berenberg in December 2017 as a product specialist. In this role, he is the first contact person for product and client-specific matters for all risk focused and portfolio protection strategies. After his apprenticeship at Hamburger Sparkasse, he worked in several positions in the advisory business and most recently as an investment advisor. Following his banking apprenticeship, he studied at the Frankfurt School of Finance and Management and graduated with a degree in banking management (FS) in 2016.