Private Banking for Foundations
Anyone who thinks in terms of generations needs a partner who thinks the same way.
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
To safeguard family values and assets for the long term.
Corporate Foundations
For an effective balance between business and the public good.
Nonprofit Foundations
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
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.
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.
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.
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.
Contact Us
Do you have any questions or suggestions and would like to contact us? Please feel free to use our contact form.