Berenberg strategically realigns portfolio management

In his role, Dejan Djukic will be responsible for the portfolio management units Multi Asset, Equities, Fixed Income, Alternatives and Solutions, as well as the product specialists and the ESG Office. Djukic was previously responsible for multi-asset portfolio management and, before joining Berenberg, held leading positions at DZ-Privatbank and Commerzbank. He succeeds Matthias Born as head of portfolio management, who has decided to leave the company to pursue new professional challenges. "We are delighted to have Dejan Djukic as manager on board. He will further optimise the strategic direction of portfolio management and the even closer integration of all asset classes to ensure the best possible customer experience," explains Naeve. "We would also like to thank Matthias Born for his many years of commitment to our company and wish him all the best for the future."

Stronger focus on liquid alternatives and AI-based approaches

In order to meet increased demand for diversification and the desire for less correlation with traditional equity and bond strategies on the client side, all liquid alternative products will be bundled in the new portfolio management unit Alternatives, headed by Ulrich Urbahn. Products such as Berenberg Guardian and Berenberg Merger Arbitrage are attracting growing interest from clients who are looking for alternative sources of return to further diversify their portfolios.

In addition, data-driven, modular investment solutions and artificial intelligence are becoming increasingly important in asset management and attracting the interest of investors. For this reason, the new portfolio management unit Solutions, headed by Nico Baum, will focus on the further development of innovative, data-based investment and risk management approaches as well as modular solutions for institutional clients. In addition, the unit will continue to drive forward the further digitalisation of investment processes within the entire portfolio management department. Berenberg already manages almost €6 billion using AI-based strategies in client mandates.

In addition to the realignment of portfolio management, a central Chief Investment Office will be created, headed by Prof. Dr Bernd Meyer. The long-standing renowned capital market expert will be even more visible externally for capital market assessments and current developments on the financial markets. In his role, he will report directly to Klaus Naeve.

"The strategic realignment of portfolio management is a logical step towards optimising the product range for our clients. Following the creation of the central platform for institutional investors in June 2025, this is the next milestone in positioning Berenberg's wealth and asset management for the future," Naeve adds.

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