Javascript is requiredFoundations and Nonprofits | Bethmann HAL

Private Banking for Foundations

Anyone who thinks in terms of generations needs a partner who thinks the same way.

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A foundation is a long-term commitment. Accordingly, we view our collaboration not as a short-term service, but as a long-term partnership characterized by transparency and clear communication. We are most effective when we are more than just asset managers: when we understand where our clients come from, where they stand today, and where they want to go.

Globally Connected – Locally Rooted: We support over 400 foundations in the following areas

Family Foundations

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To safeguard family values and assets for the long term.

Corporate Foundations

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For an effective balance between business and the public good.

Nonprofit Foundations

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Maximize the impact of your funding through sustainable strategies.

“When wealth is given a purpose, something lasting is created. Foundations give shape to this idea, which can have an impact far beyond the present.”

Our services tailored to foundations:

Strategic Guidance & Positioning

  • Assistance with establishing a foundation Support in developing investment policies 

  • Fundraising and Committee Support 

  • Estate Planning Consultation 

  • Positioning within the SNPO and customer network 

  • Participation in interesting 

  • Events 

  • Other offerings, such as regular publications and partnerships 

Asset Management

 
  • Wealth structuring and portfolio allocation based on secure and high-yield investments 

  • Traditional asset management, fundamental or systematic, incorporating sustainable and ethical investments, and investment advisory mandates

  • Investment Consulting 

  • Specialized funds, mutual funds 

  • Private-Markets-Solutions 

  • Liquidity Management 

 

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Our Services: Comprehensive & Highly Specialized

Are you looking for an investment that supports your long-term goals while remaining flexible enough? Our investment options cover a wide range of opportunities that can be tailored to your needs.

Our Services
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Awarded in the Stiftungstest

In the 2024 Foundation Test conducted by the FUCHS | RICHTER testing agency, we received a score of 82.5 points and a rating of “very good.” Our investment strategy, range of services, and transparency were particularly highlighted.

Our Awards
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Are You Interested in Establishing a Foundation?

We guide you from the initial idea through to implementation and assist you with all legal and financial matters.

Establishment of a Foundation
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Our Own Foundation for Sustainable Impact.

Through the Bethmann Bank Foundation, we channel our social commitment into a dedicated nonprofit organization. We support selected projects in the fields of science, climate protection, and democracy to help turn responsibility into action.

To the Bethmann Bank Foundation
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