Advising wealthy families - sometimes over several generations - is a complex task of great responsibility. We can justify the confidence you place in us only by providing excellent wealth management, by which we mean comprehensive support in all areas that influence your portfolio. Your Berenberg advisor acts as your personal knowledge curator. Based on your situation and goals, he assembles the appropriate information for you and brings you together with the best specialists for the relevant topics and areas of activity. From all this, Berenberg creates solutions especially for your portfolio.
For every asset, there is an ideal ratio of return and risk. This is especially the case for complex asset structures. With the Berenberg SIGMA wealth concept, we track it down. This scientifically based analysis method captures your liquid and illiquid assets and relates them to each other. In harmony with your goals, we discover improvement potential and areas that need action, and smooth the path for your basic long-term asset structure.
Would you rather not handle the details of difficult financial and capital market questions, but instead have more freedom to live your life while still remaining up to date at all times? Do you want knowledgeable specialists to deal with the ever more complex capital market questions? Then you are in very good hands with our Berenberg Multi Asset Management. We will place your assets responsibly in promising capital market investments, always within clear boundaries set with you. In regular conferences we discuss with you the development of your investments, and modify the strategic focus as necessary.
Do you prefer to make the final investment decisions yourself? At the same time, are you looking for a capable and independent partner with whom you can discuss your ideas and who can provide a qualified second opinion? Your personal Berenberg advisor is glad to provide that second opinion, and identify investments that are a good fit with your goals.
For wealthy investors and families, managing complex and multilayered portfolios with multiple banks can be challenging, in terms of time and expertise. Berenberg Wealth Controlling offers discreet, highly professional and individual services. In addition to relieving you of administrative burden, providing continuous fee monitoring, and identifying the strengths and weaknesses of asset managers, we also help in the transfer of wealth to the next generation.
With "Wealth Management Plus" we offer clients more extensive consulting services as well as access to special, mostly exclusive liquid and illiquid investment opportunities. Participate in interesting new issues, invest in material assets or profit from our special knowledge in the investment class real estate. Our investment concepts adhere to the highest standards of quality and transparency.
Berenberg offers first-class investment solutions. We combine various investment styles - discretionary and quantitative - under one roof. These are implemented in asset management mandates, special funds and mutual funds.
The following link will give you an overview of our range of funds including equity, bond and multi-asset funds.
You would like to invest responsibly? In addition to fundamental and macroeconomic factors, Berenberg takes ESG criteria (environmental, social, governance) into account in many funds and strategies.
Our advisory approach
Your personal advisor acts as a knowledge curator for you, drawing from our extensive network of in-house specialists in Asset Management, Corporate Banking and Investment Bank. With 122 stock analysts, we are one of the largest analyst institutes in Europe, and are regularly recognised for our stock research as well as our assessments of macroeconomic matters. Our three centres of competence aid with specific questions from companies, foundations and family offices. In addition, where necessary we call on the expertise of dependable, long established third parties.
Economics: Strong recovery causes some supply bottlenecks.
Equities: Western stock indices at all-time highs. Under the surface, a "risk-off" sentiment is developing.
Bonds: Summer yield lows likely to be overcome.
Commodities: Gold currently valued fairly. Oil supply shortage likely to outweigh Covid-19 concerns.
Currencies: High US inflation probably leads to faster monetary policy turnaround. The US dollar benefits.
Berenberg Capital Markets LLC
Two Prudential Plaza, 180 N. Stetson, Suite 3500
60601 Chicago, IL
Phone: +1 312 210-9933