Helaba Invest

What Helaba Invest does

Helaba Invest Kapitalanlagegesellschaft mbH is a Frankfurt-based, wholly-owned investment management subsidiary of Helaba (Landesbank Hessen-Thüringen Girozentrale), one of Germany's largest Landesbanken. Operating since the early 1990s, the company functions as a full-service asset manager for institutional capital, structured across three divisions: Asset Management (liquid asset classes covering equities, bonds, multi-asset, and overlay management), Alternative Investments (real estate equity, real estate private debt, secondaries, infrastructure, corporate private equity, and corporate private debt via a multi-manager platform launched in 2012), and Asset Servicing (administration, client service, tax, and reporting supported by a secure eReporting portal).

The company's core technology centers on factor-based investment strategies — combining systematic and discretionary approaches across Value, Quality, Momentum, Low Risk, Low Size, and Dividend Yield factors — alongside a proprietary macro-overlay framework for multi-asset portfolio construction. The alternative investments multi-manager platform provides access to over 650 real estate target funds, 200+ infrastructure fund managers, and 70+ secondaries transactions (approximately €860 million since 2015). Funds are structured for institutional regulatory compliance including VAG (insurance), LCR (banks), SGB IV (social security), and SFDR Article 8 classifications, with ESG integration and exclusions for controversial weapons, coal, oil sands, and UN Global Compact violators.

Revenue is generated through subscription/recurring asset management fees on AUM across institutional mandates, special funds (Spezialfonds), and public funds (Publikumsfonds), plus asset servicing fees for administration and reporting. GTM motion is enterprise field sales targeting German institutional investors (pension funds, insurance companies, banks, public institutions, foundations) through direct sales relationships, complemented by retail distribution partnerships with Frankfurter Bankgesellschaft and Weberbank. The Luxembourg administration partnership extends reach to international institutional investors via SICAV-SIF/RAIF structures.

Name

Helaba Invest

Legal name

Helaba Invest Kapitalanlagegesellschaft mbH

Website

https://helaba-invest.de

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Helaba Invest is a Frankfurt-based, Helaba group-owned institutional asset manager offering equities, bonds, multi-asset, overlay, and alternative investment strategies (real estate, infrastructure, private equity, private debt) to German pension funds, insurers, banks, and foundations, with full asset servicing capabilities.

Ownership category

akta.pro rank

Product category

Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259), All Other Financial Investment Activities (52399), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531), Investors, Nec (6799)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ), Multi-Sector / Total Return Fixed Income (FSAAAHAJ), Insurance General Accounts (Institutional Asset Owners) (FSAAAGAG), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Institutional asset management
• Alternative investments platform
• Portfolio management services
• Fund management solutions
• Real estate investments

Headquarters

HQ city

Frankfurt

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Management fees charged on assets under management across institutional mandates, special funds, and retail funds. Revenue generated through active management of equities, fixed income, multi-asset, and alternative investment portfolios.
2. Public Fund Management: Fees from management of UCITS and special public funds (Publikumsfonds) including equity funds, bond funds, and multi-asset solutions. Share classes include institutional (I) and retail (T/PA/IA) share classes with different fee structures.
3. Alternative Investment Platform Fees: Multi-manager platform fees for indirect investments in real estate, infrastructure, and private markets. Includes advisory mandates, fund administration, and monitoring services for institutional clients.
4. Asset Servicing Fees: Fees for administration, client services, tax compliance, and reporting services for institutional capital investments.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Helaba Invest is a full-service asset manager for institutional capital investment, operating three core divisions: (1) Asset Management covering liquid asset classes (equities, bonds, multi-asset, and overlay management) using factor-based and ESG-integrated strategies; (2) Alternative Investments through a multi-manager platform for real estate equity, real estate private debt, secondaries, infrastructure, corporate private equity, and corporate private debt; (3) Asset Servicing including fund administration, client service, tax compliance, and reporting. The firm serves pension funds, insurance companies, banks, and public institutions across the DACH region and Europe.

Product overview

Helaba Invest operates as a Full-Service Manager for institutional capital investment, offering three core business divisions: Asset Management (liquide Assetklassen), Alternative Investments, and Asset Servicing. The Asset Management division provides equity strategies (HI-Aktien Low Risk Euroland-Fonds, HI-DividendenPlus-Fonds, HI-Climate Transition Multi-Faktor Aktien funds, HI-Basisfonds Aktien Welt), bond strategies (HI-Corporate Bonds, HI-Green Bond, HI-High Yield, HI-Renten Emerging Markets, government bond funds), Multi Asset and Overlay Management services. The Alternative Investments division operates a Multi Manager platform launched in 2012 covering Real Estate Equity (over 650 target funds), Real Estate Private Debt, Secondaries (70+ transactions, EUR 860mn since 2015), Infrastructure (200+ manager network), Corporate Private Equity and Private Debt. Asset Servicing provides administration, client service, tax and reporting through the eReporting portal. The company also distributes externally managed funds through Weberbank and Frankfurter Bankgesellschaft partnerships.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Management (Liquid Asset Classes)

Quantifiable outcome

• Over 70 secondaries transactions completed with €860 million total volume since 2015
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Four partnerships are on record, tiered core, major and supporting.

• Landesbank Hessen-Thüringen Girozentrale (Helaba)coreStrategic or Co-development PartnerStrategic partnership for Real Estate Private Debt direct investment opportunities. Helaba Invest selects and evaluates loans independently while utilizing Helaba's infrastructure, processes, and expertise as one of Germany's largest real estate financiers. Enables investor participation in diversified portfolios of large-scale real estate financing.
• Frankfurter BankgesellschaftmajorChannel Partner/ Reseller/ DistributorDistribution partnership for retail fund share classes (FBG series). Frankfurter Bankgesellschaft offers Helaba Invest funds to private banking clients through German private banking network.
• Weberbank ActiengesellschaftmajorChannel Partner/ Reseller/ DistributorDistribution partnership for retail fund share classes (VV and Premium series). Weberbank offers Helaba Invest funds to private banking clients in Germany.
• Luxembourg Administration ProvidersupportingImplementation/ SI/ Consulting PartnerLong-standing partnership with Luxembourg administration provider enabling setup of Luxembourg fund structures including SICAV-SIF/RAIF structures as SCS or SCA. Also enables securitization structures for institutional investors.

Scale indicators7 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• MEAG (Munich ERGO Asset Management): MEAG is the asset manager of Munich Re Group, managing insurance and institutional capital across multiple asset classes. It is a directly comparable German institutional asset manager with a similar focus on regulated insurance and pension mandates, including alternatives and multi-asset solutions.
• Deka Investment: Deka is the asset management arm of the German Sparkassen group, providing institutional and retail fund solutions. Like Helaba Invest, it serves German institutional clients (pension funds, insurers, banks) with multi-asset and alternative investment products, making it a closely comparable German institutional asset manager.
• BayernInvest: BayernInvest is the asset management subsidiary of BayernLB, offering institutional fund products and asset servicing to German institutional clients. It is comparable to Helaba Invest in being a Landesbank-owned institutional asset manager with multi-asset and alternative investment capabilities.
• Universal Investment: Universal Investment is Germany's largest independent fund services platform and asset manager, providing Master KVG, administration, and investment management services to institutional clients. It is directly comparable to Helaba Invest's Asset Servicing and Asset Management offerings, serving similar German institutional client needs.
• LBBW Asset Management: LBBW Asset Management is the asset management subsidiary of Landesbank Baden-Württemberg, providing institutional fund solutions across equities, fixed income, and alternatives. It is a direct peer as another Landesbank-owned German institutional asset manager with comparable regulatory positioning and client mix.
• Union Investment: Union Investment is one of Germany's largest asset managers, owned by the DZ Bank/Volksbanken group. It offers institutional and retail funds across liquid and alternative asset classes, and serves a similar institutional client base to Helaba Invest, including German insurers, pensions, and banks.

Broad incumbents

• BNY Mellon Investment Management: BNY Mellon Investment Management is a global multi-asset manager with a strong European institutional footprint. It is comparable to Helaba Invest in offering multi-asset solutions, factor-based strategies, and ESG-integrated products to pension funds, insurers, and other institutional clients.
• DWS Group: DWS is one of Europe's largest asset managers, offering a broad product shelf across active, passive, and alternative strategies to institutional and retail clients globally. It is a broad incumbent peer operating in the same institutional German market as Helaba Invest but at significantly greater scale and product breadth.

Emerging players

• Metzler Asset Management: Metzler Asset Management is a German asset manager affiliated with the Metzler banking group, offering equity, fixed income, and multi-asset solutions primarily to institutional clients. It is comparable as a German institutional asset manager, though smaller and more focused on liquid asset classes than Helaba Invest's full-service platform.
• apoAsset: apoAsset is a German institutional asset manager focused on multi-asset and factor-based solutions for German insurance companies and pension schemes. It is comparable to Helaba Invest as a smaller German specialist in regulated institutional mandates, though with a narrower product range focused on liquid multi-asset strategies.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat7 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/215477192270499
• LinkedInlinkedin.com/company/helaba-invest-kapitalanlagegesellschaft-mbh

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Helaba Invest