Hanseatic Asset Management

Name

Hanseatic Asset Management

Legal name

Hanseatic Asset Management LBG

Website

https://hansagrp.com

Company type

Private

Founded year

1912

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Multi-Asset Mutual Funds & UCITS (Balanced/Allocation Funds) (FSAAAJAA), Large-Cap Equity (Active) (FSAAAIAA), Index Mutual Funds (Non-ETF) (FSAAAEAE)

Keywords

• Investment management services
• Global equity fund
• Asset management
• Portfolio management
• Fund management

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Hansa Global Equity Fund Management Fees: Annual Management charge of 1% with potential Performance Fee of 10% assuming certain limits exceeded. Minimum subscription of $100,000 with monthly dealing frequency.
2. Hansa Investment Company Limited Management Fees: Fee structure of 0.8% p.a. of the first £500m of NAV, 0.7% p.a. of the remainder of NAV. No additional performance fee.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Hanseatic Asset Management is a private investment management firm that constructs diversified portfolios across asset classes and geographies for institutional and high-net-worth investors. It offers three core investment vehicles: the Hansa Global Equity Fund, the Hansa Harbour Fund, and Hansa Investment Company Limited, combining active and passive third-party funds under a flexible, long-term patient capital philosophy with rigorous macroeconomic assessment and risk monitoring.

Product overview

Hanseatic Asset Management offers three investment products: Hansa Global Equity Fund (open-ended Guernsey-based fund investing in global equities), Hansa Harbour Fund (lower-correlation fund focused on capital preservation), and Hansa Investment Company Limited (LSE-listed Bermudan investment company with special situations focus). The products provide access to diversified portfolios across asset classes and geographies with varying risk/return profiles.

Differentiator

Problem solved

Functional benefit

Products and services

• Hansa Global Equity Fund Open-ended collective investment scheme incorporated in Guernsey as a protected cell company. The investment objective is to maximise long-term total return on assets whilst maintaining preservation of capital, primarily investing in global equities either through specialist funds or direct investment. Annual management charge of 1% with potential performance fee of 10%; minimum subscription of $100,000.
• Hansa Harbour Fund Investment fund with the objective to preserve capital at points of market distress and to have generally lower correlation with other asset classes, especially equities. Benchmark is a 60:40 composite of JP Morgan Cash US 3 Month TR Index and JP Morgan Cash EU 3 Month TR Index +0.75% p.a.
• Hansa Investment Company Limited Bermudan Investment Company listed on the London Stock Exchange with two share classes (Ordinary and 'A' non-voting Ordinary). Invests in a portfolio of quoted and unquoted special situations with the objective of achieving growth of shareholder value. Portfolio NAV released daily. Management fee of 0.8% p.a. of the first £500m of NAV and 0.7% p.a. of the remainder, with no additional performance fee.

Quantifiable outcome

• 68.5% total return over 5 years as at 31st March 2026
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves9 records

Expansion highlights4 records

Direct peers

• RIT Capital Partners: LSE-listed multi-asset investment trust with a flexible, unconstrained mandate serving HNW and institutional investors. Direct parallel to Hanseatic's dual private-management/public-listed structure and long-term capital preservation philosophy.
• Ruffer LLP: UK-based multi-asset boutique investment manager focused on capital preservation and absolute returns for private clients and institutions. Comparable to Hanseatic in scale, philosophy, and unconstrained multi-asset approach.
• Finsbury Growth & Income Trust: LSE-listed investment trust with a concentrated UK/global equity mandate. Anthony Townsend, a Hanseatic Non-Executive Director, was previously chairman of Finsbury Growth & Income Trust, evidencing direct strategic and structural overlap with Hansa Investment Company Limited.
• Personal Assets Trust: LSE-listed multi-asset investment trust focused on capital preservation and inflation protection. Comparable in philosophy and listed-closed-end structure to Hansa Investment Company Limited, with a similar HNW/retail sophisticated investor base.
• Caledonia Investments: LSE-listed investment trust with a multi-asset, global, unconstrained mandate. Comparable to Hansa Investment Company Limited in listed closed-end structure, long-term horizon, and flexibility across quoted and unquoted special situations.
• Witan Investment Trust: LSE-listed multi-manager investment trust investing globally across equities and other asset classes. Closely mirrors Hansa Global Equity Fund's multi-manager philosophy and the listed trust structure of Hansa Investment Company Limited.

Broad incumbents

• Capital Group: Large global active asset manager with a flagship global equity strategy. Comparable in product (Hansa Global Equity Fund) but operates at vastly greater scale, with a more institutional client mix and broader distribution.
• Evelyn Partners (formerly Smith & Williamson): UK wealth manager and investment manager with global equity and multi-asset offerings. Robert Royle, a Hanseatic Investment Manager, was previously a Partner at Smith & Williamson, evidencing direct talent flow and product overlap.
• Schroders Wealth Management: Large UK-headquartered asset and wealth manager with a global multi-asset and equity product range. Overlaps with Hanseatic's product set (global equity, multi-asset) and HNW client focus through its Cazenove legacy.
• LGT Capital Partners: Privately-held Swiss-headquartered asset manager with multi-asset, fund-of-funds, and global equity strategies. Comparable to Hanseatic in unconstrained, multi-asset, fund-of-funds approach and HNW/institutional client mix, and operates from Switzerland (Hansa Capital GmbH is based in Pfaeffikon SZ).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hanseatic Asset Management