Core 1 • low
Core 2 • low
Core 3 • medium
Core 4 • high
Core 5 • high
Who we are
Berenberg was established in 1590, and today we are one of Europe's leading privately owned banks, focusing on the business divisions Wealth and Asset Management, Investment Banking and Corporate Banking. Roughly 1,600 employees carry the Bank's long tradition of success into the future.
We operate as a limited partnership with personally liable partners. The personal liability of the owners ensures a particular independence from corporate interests, stringent risk management, and management continuity. Accountability is our guiding principle.
We can provide investment services across euros and sterling, for private, professional, entrepreneurial and institutional clients in equity focused or multi asset mandates, on an advisory or discretionary basis.
Our longevity is only possible with a business model that focuses on sustainability. We also offer a proven sustainability approach for individual and institutional clients with a dedicated ESG office and PRI signatory governance.
What we do
We are active long term investors with a passion for equity selection. We focus on finding companies which have a competitive edge and strong balance sheets, enabling superior long term growth with defensive qualities. Sustainability is at the core of our philosophy and this is reflected in our investment style.
We believe that specialist roles require specialists, which we employ in each area of advice, portfolio management & construction and ESG, to provide our clients with the best service we can.
We invest for a range of clients from the less experienced, to the professional, the institutional or the entrepreneur.
We offer our multi-asset discretionary strategies across a range of risk profiles in euros or sterling, managed by portfolio managers accustomed to investing in those currencies. We can provide solutions with or without regional bias. Whilst we have a core range, we are also open to bespoking and regularly account for closely held positions, ESG enhancements or other restrictions.
Our advisory service is built on Berenberg's strong research offering spanning across more than 25 sectors and 900 stocks globally. We build bespoke multi-asset portfolios with an equities bias in collaboration with our clients reflecting their investment objectives/ knowledge and preferences (e.g. ESG, Thematics). Our advisory clients value the hands-on approach and regular communications backed up by quality research. This service can be combined with execution only services.
As well as servicing retail clientele, we excel with professionals. We offer comprehensive solutions for illiquid and/or unusual trade or business opportunities, interacting with other teams and departments at Berenberg. Some examples include: equity block trades, private placements, bond new issuances, IPO access, DVP (Delivery Versus Payment) accounts, brokerage execution on cash equity, fixed income and illiquid FX currency pair trades, structured products etc.
Kern 2 • low
Kern 3 • medium
Kern 4 • medium
Kern 5 • high