BankInvest

What BankInvest does

BankInvest is a Danish asset management company founded in 1969 as a cooperative venture by regional and local Danish banks, now operating under BI Holding A/S and its subsidiaries (BI Asset Management Fondsmæglerselskab A/S, the portfolio manager regulated by the Danish Financial Supervisory Authority, and BI Management A/S, which handles daily fund administration). The firm offers three core active investment strategies — Emerging Markets Corporate Debt (running since 2009, with over 40 years of combined manager experience), Fundamental Global Equities (plus a Global Equity Income variant), and Alternative Opportunities (liquid listed-alternatives access to private equity, private debt, infrastructure, and real estate) — distributed through segregated mandates, Danish UCITS, and the Luxembourg-based LUX MULTIMANAGER SICAV. A proprietary AI fraud-detection tool screens EMD credits using accounting data and option-based default-risk models, and an integrated ESG framework (UN PRI signatory since 2008, with dedicated ESG team, Sustainalytics norm-based screening, and a Responsible Investment Committee) overlays the investment process.

The company manages DKK 196.0 billion in assets as of 31 December 2025 and serves two primary customer segments: private investors (distributed through approximately 35 Danish shareholder banks, including Ringkjøbing Landbobank, Jyske Bank, Sparekassen Danmark, and Sydbank, none of which holds more than 15% of voting rights) and institutional investors (pension funds, insurance companies, and professional investors outside Denmark, reached via a dedicated institutional sales team and the Luxembourg SICAV structure). Revenue is generated through subscription-based asset-management fees on institutional (I) and retail (R) share classes priced annually across EUR, USD, CHF, SEK, and NOK currencies. Group headcount is reported at 120+ employees, with offices in Copenhagen (Bredgade 40) and Luxembourg (5, allée Scheffer).

Strategically, BankInvest has been repositioning for institutional cross-border growth: in May 2024 it merged its legacy BI SICAV sub-fund into the new LUX MULTIMANAGER SICAV managed by Waystone, with CACEIS Bank Luxembourg Branch serving as depositary and administrator. Governance remains cooperative, leadership includes CEO Lotte Månsson, Investment Director Andrea Panzieri, and long-tenured portfolio managers across the three core strategies, and the firm has expanded ESG commitments through UN Global Compact (2019), Climate Action 100+, CDP, the Net Zero Asset Managers Initiative, IIGCC, and Dansif, in addition to its historical first-mover position in EM SRI Debt (2007).

Name

BankInvest

Legal name

BI Holding A/S

Website

https://bankinvest.com

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

51–100 employees

Short description

BankInvest is a Danish asset manager, founded in 1969 and owned by ~35 Danish banks, offering active investment strategies in Emerging Markets Corporate Debt, Fundamental Global Equities, and Alternative Opportunities to private investors via Danish bank partners and to institutional investors across Europe via Luxembourg SICAV structures and direct sales.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Open-End Investment Funds (525910), Other Investment Pools and Funds (5259)

SIC

Finance Services (6199)

akta.pro primary industry

Fund Depositary (UCITS/AIFMD & Trustee Oversight) (FSAAAOAC)

Keywords

• Asset management
• Investment funds
• Emerging market debt
• Global equities
• Alternative investments

Headquarters

HQ city

Copenhagen

HQ country

Denmark

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: BankInvest generates revenue through management fees charged on assets under management across its investment funds including Emerging Markets Corporate Debt, Fundamental Global Equities, and Alternative Opportunities strategies. The company manages DKK 196 billion in assets as of December 2025.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels4 records

Core offering

BankInvest is a Danish asset management firm that manages actively managed investment strategies spanning Emerging Markets Corporate Debt, Fundamental Global Equities, and Alternative Opportunities. Products are delivered as segregated mandates, Luxembourg SICAV funds, and Danish UCITS structures, distributed primarily through a network of 35 Danish shareholder banks and directly to institutional clients. The firm manages DKK 196 billion in assets under management as of December 2025.

Product overview

BankInvest is a Danish asset management and investment fund provider established in 1969, offering investment products primarily through Danish banks. The company's product portfolio centers on three main investment strategies: Emerging Markets Corporate Debt (investing in corporate bonds from emerging market issuers via UCITS SICAV or segregated mandates), Fundamental Global Equities (including Global Equity Income variant focused on dividend-generating stocks), and Alternative Opportunities (providing liquid access to private equity, private debt, infrastructure, and real estate through listed vehicles). Products are available in multiple share classes (Institutional I and Retail R) across various currencies including EUR, USD, CHF, SEK, and NOK. The majority of assets under management come from private investors through Danish bank distribution networks.

Differentiator

Problem solved

Functional benefit

Products and services

• Emerging Markets Corporate Debt Actively managed investment strategy investing in corporate bonds from Emerging Markets issuers. Available via daily UCITS structures (LUX SICAV) or segregated mandates for both institutional and retail investors. The strategy was first launched in 2009 and has been continuously managed by the same portfolio managers.
• Fundamental Global Equities Investment strategy focused on global equities with a long-term value generation approach, emphasizing risk management, cash flow-based valuation, and a 'Need to have' over 'Nice to have' investment philosophy. Managed by Michael Clemens with over 30 years of industry experience.
• Alternative Opportunities BankInvest Listed Alternatives offering institutional-grade access to private market exposures such as private equity, private debt, infrastructure, and real estate through liquid, listed vehicles (SICAV funds). Provides daily pricing, transparency, and broader investor access with 12 share classes available.
• Global Equity Income Equity income strategy focused on generating returns through dividends and shareholder value, part of the Fundamental Global Equities offering. Available in multiple share classes across EUR, USD, CHF, SEK, and NOK currencies.

Quantifiable outcome

• DKK 196 billion in assets under management (December 2025)
• +2 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Ten partnerships are on record, tiered flagship, core and regional.

• UN Global CompactflagshipStrategic or Co-development Partner · 1 January 2019BankInvest has supported the UN Global Compact since 2019, which encompasses ten principles on responsibility within human rights, labour rights, the environment and anti-corruption.
• UN-backed Principles for Responsible Investment (UN PRI)flagshipStrategic or Co-development Partner · 1 February 2008BankInvest signed the UN-backed Principles for Responsible Investment in February 2008. The six principles are compatible with traditional investment approaches and apply to BankInvest's entire investment process.
• SustainalyticscoreTechnology or IntegrationBankInvest cooperates with international consultancy firm Sustainalytics for norm-based screening of investments. Sustainalytics monitors all investments in BankInvest's listed portfolios and investment divisions, managing dialogue with companies potentially violating international norms for environmental protection, human rights, labour standards and business ethics.
• CACEIS Bank, Luxembourg BranchcoreOthersCACEIS Bank serves as Depositary and Principal Paying Agent, Central Administrative, Domiciliary and Corporate, Registrar and Transfer Agent for Lux MultiManager SICAV at their Luxembourg office at 5, allée Scheffer.
• Waystone Management Fund (Lux) S.A.coreOthersWaystone Management Fund (Lux) S.A. serves as the Management Company for LUX MULTIMANAGER SICAV, appointed at 19 rue de Bitbourg, L-1273 Luxembourg.
• Climate Action 100+coreStrategic or Co-development PartnerBankInvest has signed Climate Action 100+, an investor initiative seeking to influence 167 of the world's largest carbon-emitting companies to follow more climate-friendly paths. These 167 companies account for more than two-thirds of global industrial carbon emissions.
• CDPcoreStrategic or Co-development PartnerBankInvest is a co-signatory of CDP, the world's largest investor and corporate partnership for environmental data. CDP is a non-profit organisation that collects environmental data from companies, cities and regions worldwide.
• Net Zero Asset Managers InitiativecoreStrategic or Co-development PartnerBankInvest has joined the Net Zero Asset Managers Initiative under which asset managers commit to working towards neutralising greenhouse gas emissions from invested companies and setting interim targets for emissions.
• IIGCC (Institutional Investors Group on Climate Change)coreStrategic or Co-development PartnerIIGCC is a European network forum for institutional investors that have joined forces to ensure a more sustainable and climate-friendly future.
• Dansif (Danish Social Investment Forum)regionalStrategic or Co-development PartnerBankInvest is a member of and supports Dansif, a network for investors, consultants and other organisations working in responsible investment. Membership provides access to a wide network and opportunity to influence the Danish market.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Market position

Competitive moat6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/bankinvest
• Xx.com/bankinvestdk

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

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

M&A

Investments20 records

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

Frequently asked questions about BankInvest