Bantleon

What Bantleon does

Bantleon AG is a privately held, owner-operated institutional asset manager headquartered in Zurich, Switzerland, with operating subsidiaries in Hannover, Munich, and Hamburg. Founded in 1991 with a guiding principle of capital preservation, the firm specializes in economic cycle-based ("konjunkturbasiertes") and rules-based asset management for German-speaking institutional clients. The group manages approximately EUR 26 billion in assets under management and administers a further EUR 41 billion through its Master-KVG (Bantleon Invest Kapitalverwaltungsgesellschaft mbH) in fund administration, investment controlling, and reporting services.

The product platform is organized around convertibles (Bantleon Global Convertibles, Bantleon Convertible Experts, Bantleon Global Convertibles Investment Grade), corporate hybrids (Bantleon Select Corporate Hybrids), European and thematic equities (Bantleon Top 35 Aktien, Bantleon Changing World, Bantleon Return), and risk services (Bantleon Risk Experts). The Bantleon Convertible Experts franchise originated from the October 2024 acquisition of a 62% stake in Credit Suisse Investment Partners from Credit Suisse and UBS (managing approximately CHF 24 billion at acquisition), with full 100% ownership completed in June 2026 after FINMA approval. The firm's economics team, led by Chief Economist Dr. Daniel Hartmann, is repeatedly ranked by Bloomberg News among the world's best forecasters.

Revenue is generated almost entirely through recurring asset management and Master-KVG service fees on the EUR 67 billion combined AUM/AUA base, distributed via direct institutional sales (savings banks, pension funds, churches, corporates, public sector, insurers, multi-family offices, foundations) and an indirect channel spanning banks, asset managers, wealth managers, multi-family offices, broker pools, and independent financial advisers across Germany, Austria, and Switzerland. The firm is regulated by FINMA in Switzerland and BaFin in Germany, is a UN PRI signatory, and operates ESG/SFDR-compliant investment and stewardship processes. Proprietary ownership and significant insider co-investment in own funds align the firm with client outcomes, while 2026 awards (Scope, Lipper, WirtschaftsWoche, Mountain View, FundAwards) reinforce inbound demand.

Name

Bantleon

Legal name

Bantleon AG

Website

https://bantleon.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

Bantleon AG is a privately held, Zurich-headquartered institutional asset manager founded in 1991 that applies economic cycle-based and rules-based investment strategies to serve institutional clients (pension funds, insurers, churches, foundations, public sector, corporates) across Germany, Austria, and Switzerland, managing approximately EUR 26 billion in AUM and administering a further EUR 41 billion via its Master-KVG.

Ownership category

akta.pro rank

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Revenue generated through management fees on approximately EUR 26 billion in assets under management and EUR 41 billion in assets under administration (KVG/Master-KVG services)

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Bantleon is an institutional asset manager that manages investment funds and mandates for professional investors using a proprietary rules-based and economic cycle-based investment methodology focused on capital preservation combined with attractive returns. The firm offers convertible bond funds, corporate hybrid bond funds, and equity/multi-asset strategies, complemented by Master-KVG (Kapitalverwaltungsgesellschaft) fund administration, risk management, and macroeconomic research services. Group-level assets under management are approximately EUR 26 billion with an additional EUR 41 billion in assets under administration.

Product overview

Bantleon is a specialist for economic cycle-based and rule-based asset management with a focus on capital preservation combined with attractive returns. The company operates under a platform-plus-modules architecture with core investment products including convertible bonds funds (Bantleon Global Convertibles, Bantleon Convertible Experts), corporate bonds (Bantleon Select Corporate Hybrids), and equity funds (Bantleon Top 35 Aktien, Bantleon Changing World, Bantleon Return). Supporting services include Bantleon Risk Experts for risk management, Master-KVG for fund administration and reporting, and Macro Research for economic analysis. The group manages approximately 26 billion euros in assets and serves 41 billion euros in assets under administration (KVG).

Differentiator

Problem solved

Functional benefit

Brands

• Bantleon Risk Experts: Risk management services division
• Bantleon Convertible Experts
• Bantleon Select Corporate Hybrids
• Bantleon Global Convertibles
• Bantleon Top 35 Aktien
• Bantleon Changing World
• Bantleon Return

Products and services

• Bantleon Global Convertibles
• Bantleon Global Convertibles Investment Grade Investment-grade global convertible bonds fund; reached USD 1 billion in assets under management in 2026.
• Bantleon Convertible Experts Convertible bonds specialist subsidiary (formerly Credit Suisse Investment Partners), managing approximately CHF 24 billion in assets and offering investment-grade convertible bond strategies for institutional clients.
• Bantleon Select Corporate Hybrids Select screened corporate hybrid bonds portfolio offering attractive yields with issuer screening criteria; designed for institutional investors seeking yield within a screened credit universe.
• Bantleon Top 35 Aktien European dividend fund focusing on 35 top dividend-paying stocks in Europe; for institutional investors seeking European equity income exposure.
• Bantleon Changing World Global diversified equity portfolio investing across four future themes via active, thematic management; won Mountain View Fund Award 2026.
• Bantleon Return Multi-asset return fund designed to deliver absolute returns across varying market conditions; for institutional investors seeking return-oriented multi-asset exposure.
• Bantleon Risk Experts Risk management and analysis division offering specialist risk expertise services to institutional clients.
• Master-KVG (Kapitalverwaltungsgesellschaft) Services First-class master fund administration services including fund administration, reporting, investment controlling, and sustainability services for external asset managers, regulated by BaFin and FINMA.
• Macro Research Economic research and market analysis services supporting institutional clients; the Bantleon economic team is recognized by Bloomberg News among the world's best forecasters.

Quantifiable outcome

• Assets under management grew 31% since October 2024 to reach EUR 1.3 billion at Bantleon Convertible Experts
• +1 more outcomes

Named customers9 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

Feature2 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Founders of Bantleon Convertible ExpertscoreStrategic or Co-development Partner · 24 June 2026Bantleon acquired the remaining 38% stake in Bantleon Convertible Experts (formerly Credit Suisse Investment Partners), gaining full ownership after regulatory approval from Finma. The founders and minority shareholders committed to remaining connected through long-term profit participation arrangements.
• Credit Suisse and UBScoreStrategic or Co-development Partner · 3 June 2024Bantleon acquired a 62% stake in Credit Suisse Investment Partners from Credit Suisse and UBS as part of its expansion into bond management. The deal was signed in Zurich and was subject to approval by FINMA.
• ISS GovernancecoreTechnology or IntegrationBantleon uses ISS Governance for analysis of general meeting resolutions and decision-making on voting with sustainability considerations. ISS supports the company's engagement activities and voting rights exercise.
• UN PRI (Principles for Responsible Investment)coreStrategic or Co-development PartnerBantleon is a signatory of the UN PRI, committing to responsible investing principles and integrating ESG considerations into investment decisions.
• Klima Kollekte (Kirchlicher Kompensationsfonds gGmbH)minorStrategic or Co-development PartnerBantleon offsets unavoidable CO2 emissions through Klima Kollekte, supporting innovative climate solutions and the spread of climate-friendly technologies.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Allianz Global Investors: Large global asset manager with significant fixed income, equity, and convertible bond capabilities. Comparable for institutional distribution in Germany and Europe and for convertible bond product overlap, though much larger and part of the Allianz Group.
• DWS Group: Major European asset manager (formerly Deutsche Bank asset management) offering active and passive strategies across asset classes with strong institutional presence in Germany. Comparable as a large German institutional asset manager, though much broader in scale and product.
• Amundi: Europe's largest asset manager with broad institutional and retail offerings across all major asset classes. Comparable for European institutional distribution, though much larger and structurally different as a publicly listed French institution.
• Union Investment: One of Germany's largest asset managers with deep relationships across the German savings bank (Sparkassen) channel. Comparable institutional client base and DACH distribution, though significantly larger and offering broader capabilities including real estate.

Direct peers

• Lombard Odier Investment Managers: Swiss private banking and asset management group offering multi-asset and fixed income strategies to institutional and private clients. Comparable as a Geneva/Zurich-headquartered Swiss institution with similar client mix and DACH orientation.
• Berenberg: Hamburg-based private and investment bank with significant asset management capabilities for institutional and private clients in Germany. Comparable as a German-headquartered, owner-influenced financial institution with asset management as a core line.
• Carmignac: Paris-based independent European asset manager with multi-asset, fixed income, and equity strategies. Directly comparable as a European founder-influenced, owner-managed asset manager with institutional and wholesale distribution.
• Vontobel Asset Management: Swiss-based asset manager with multi-asset, fixed income, and equity strategies serving institutional and private clients. Comparable as a Zurich-headquartered, owner-influenced asset manager serving similar institutional and wealth channels.
• DJE Kapital AG: German independent asset manager with multi-asset and equity strategies serving institutional and retail clients. Directly comparable as a German-speaking, owner-managed active asset manager with similar AUM scale and institutional focus.
• Flossbach von Storch: Cologne-based independent asset manager focused on multi-asset and equity strategies with strong institutional and wealth management distribution in Germany, Switzerland, and Austria. Closely comparable as a high-quality German independent manager serving similar client segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles26 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Bantleon