TBF Global Asset Management

Name

TBF Global Asset Management

Legal name

TBF Global Asset Management GmbH

Website

https://www.tbfglobal.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

TBF Global Asset Management offers investment management and asset management services.

Ownership category

akta.pro rank

Headquarters

HQ city

Singen

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: TBF generates revenue through active asset management fees charged for managing investment portfolios for institutional investors. The company offers both standard fund strategies and customized mandates through special or label funds for institutional clients. Fees are typically calculated as a percentage of assets under management (AUM).

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

TBF Global Asset Management provides active asset management services focused on equity and bond investments for professional clients and institutional investors. The firm manages both standardized fund strategies and customized mandates through special or label funds, supported by a proprietary company database, a proprietary risk model, on-site company visits, and ESG integration built on MSCI ESG Research data.

Product overview

TBF Global Asset Management is a German active asset management firm offering a unified suite of investment products centered on equity and bond portfolio management. The core offering consists of Aktien- und Anleiheninvestments — actively managed portfolios built on a proprietary company database, risk model, on-site company engagement, and a strict investment process with defined buy/sell discipline. This is complemented by ESG-Integration, which embeds environmental, social, and governance indicators throughout the investment process using MSCI ESG Research data. Individual funds are supported by monthly ESG-Factsheets available on the website. For institutional investors, TBF also delivers its strategies through customized Spezial- und Labelfonds (special and label funds). Ancillary services include investment advisory for capital management companies (KVGs).

Differentiator

Problem solved

Functional benefit

Products and services

• Aktien- und Anleiheninvestments (Equity and Bond Investments) Actively managed equity and bond portfolios targeting long-term added value for institutional investors, built on a disciplined investment process, proprietary company database, and proprietary risk model.
• ESG-Integration (ESG Integration) ESG integration approach incorporating environmental, social, and governance indicators throughout the entire investment process, sourced from MSCI ESG Research LLC and company publications, with on-site engagement visits to assess sustainability practices.
• Spezial- und Labelfonds (Special and Label Funds) Customized fund structures tailored for institutional investors, implementing any of TBF's strategies within a special or label fund framework upon request.
• ESG-Factsheets Monthly updated ESG factsheets for individual funds, providing information on fund ESG ratings, CO2 footprint, and any controversies, available in the download area on the TBF homepage.
• Finanzportfolioverwaltung (Financial Portfolio Management) Financial portfolio management services for professional clients under BaFin supervision, including investment decisions executed through intermediaries (brokers, counterparties) with best execution practices governed by TBF's Best Execution Policy.
• Anlageberatung für Kapitalverwaltungsgesellschaften (Investment Advisory for Capital Management Companies) Investment advisory services provided to capital management companies (KVGs), alongside portfolio management as one of TBF's primary regulated business activities under BaFin supervision.

Named customers2 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• MSCI ESG Research LLCcoreTechnology or IntegrationTBF uses MSCI ESG Research LLC for obtaining ESG data including ESG ratings and controversy scores. All investments must meet minimum MSCI ESG Rating of 'BB' and MSCI ESG Controversy Score of 1 or higher. This data integration is fundamental to TBF's ESG investment process.
• Trenz Steuerberatungs GmbHcoreImplementation/ SI/ Consulting PartnerTBF has outsourced its Anti-Money Laundering (AML) and Compliance Officer role to Trenz Steuerberatungs GmbH. Mr. Volker Trenz (lawyer) serves as the AML Officer while also functioning as Compliance Officer, responsible for preventing money laundering, terrorism financing, and ensuring securities law compliance.
• UN Principles for Responsible Investing (PRI)coreStrategic or Co-development PartnerTBF Global Asset Management is a signatory to the UN PRI, committing to integrate ESG factors into analysis and decision-making processes and to consider ESG factors in investment policy. This commitment shapes TBF's approach to sustainable investing.

Scale indicators1 record

Recent moves4 records

Expansion highlights5 records

Direct peers

• Lupus alpha: Frankfurt-based German boutique active asset manager offering fundamental equity and fixed income strategies for institutional clients. Directly comparable as a small, specialized, German institutional active manager competing in similar segments with similar AUM scale.
• Flossbach von Storch: Cologne-based German boutique asset manager focused on multi-asset and equity strategies for private and institutional clients. Closely comparable as a German independent active manager with similar boutique positioning and fundamental research approach.
• DJE Kapital: German independent asset manager specializing in equity, fixed income, and multi-asset strategies with a long-term value-oriented approach. Comparable as a German boutique with similar fundamental, value-tilted philosophy and institutional focus.
• Acatis Investment: German value-oriented boutique asset manager offering equity and multi-asset funds for institutional and retail investors. Directly comparable as a small German boutique focused on fundamental value investing with institutional mandates.
• Berenberg Asset Management: Hamburg-based German boutique asset manager offering active equity, multi-asset, and fixed income strategies for institutional and private clients. Directly comparable as an independent German boutique active manager with institutional focus.
• Robeco: Rotterdam-headquartered European active asset manager specializing in quantitative and fundamental equity, fixed income, and sustainable investing. Comparable as a European boutique-style active manager with strong ESG integration competing for similar institutional mandates.

Broad incumbents

• Union Investment: One of Germany's largest asset managers with broad multi-asset, equity, and fixed income offerings for institutional and retail clients. Comparable as a major German institutional asset manager competing for the same mandates, though at much greater scale.
• DWS Group: Frankfurt-headquartered global asset manager (formerly Deutsche Asset Management) offering active and passive strategies across asset classes. Comparable as a major German incumbent operating in the same active equity and bond segments as TBF.
• Allianz Global Investors: Munich-based global asset management arm of Allianz Group offering active equity, fixed income, and multi-asset strategies to institutional clients. Comparable as a major German-headquartered incumbent serving institutional clients in the same active equity and bond categories.
• Deka Investment: Frankfurt-based asset manager owned by the German Sparkassen group, managing equity, fixed income, and multi-asset strategies. Comparable as a large German institutional asset manager with overlapping active equity and bond capabilities.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@tbfsalesmarketinggmbh8214
• LinkedInlinkedin.com/company/tbf-global-asset-management-gmbh
• Xx.com/tbfglobal

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 TBF Global Asset Management