Wealth Management for Foundations
Comprehensive and highly specialized
Those who manage assets for a foundation or an institution look beyond the next market cycle. For 300 years, we have been helping over 400 foundations and institutional investors manage their assets, taking into account capital preservation, predictable distributions, and legal requirements.
Our Services: Providing Advice Across All Asset Classes
Investing assets for foundations and institutional investors requires a holistic approach. We provide advice across all asset classes: from equities and bonds to real estate and private equity investments. This allows us to select the combination that best aligns with each institution’s goals, obligations, and operating environment.
What Sets Our Consulting Services Apart
Specialized Consultants for Foundations
Our consultants have been working with these clients for many years and are familiar with their specific needs based on practical experience.
An Overview of Total Assets
We never consider investment decisions in isolation. Every recommendation is made in the context of your institution’s overall assets and objectives.
Exchange Within a Strong Network
Foundation clients benefit from access to experts as well as from dialogue with other foundations and institutional investors.
Our Strong Financial Institution: ABN AMRO
As part of our parent company, ABN AMRO, our clients benefit from a strong international network. The Dutch bank brings decades of experience in financial markets, products, and advisory services to the table. Through Bethmann HAL, you gain access to this international expertise and the Group's services.
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.
Contact Us
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