Founding of „BPM – Berlin Portfolio Management GmbH“, with subsequent entry into the commercial register at the District Court Charlottenburg under the commercial register number HRB 128935 on September 7, 2010
Over 100 years of banking experience and still not tired...
The management of substantial assets is a centuries-long tradition in Germany. Even today, values such as political and economic stability, an experienced workforce and strict regulation from supervisory authorities secure an outstanding position for Germany as a financial centre.
In line with this tradition, BPM staff members offer investment solutions to a wide range of wealthy private clients that are often only reserved for institutional investors.
As an owner-managed financial services institute, BPM is authorised to provide investment advice and financial portfolio management by BaFin (the German Federal Financial Services Authority) and the AFM (Netherlands Authority for the Financial Markets). Today, BPM's international presence is based on close cooperation with partners in several countries.
Permits issued on the basis of the German Banking Act (KWG) by the German Federal Financial Services Authority (BaFin); immediate launch of operations, with numerous investors secured for the company
Permit issued for business activities in the Netherlands by the Netherlands Authority for the Financial Markets (AFM)
Addtional staff recruited and back office expansion
Received first mandate for a mutual fund from KVG HANSAINVEST
Engagement as a sub-advisor for the bond portion of the mutual fund of a well-known fund advisor
Launch and approval of a Luxembourg umbrella fund for KAG IPConcept to initiate the BPM strategy for larger investor groups
Additional strategic strengthening of BPM by recruiting further experienced colleagues in Berlin
BPM's "BPM - Global Income Fund" receives a "Fund Innovation of the Year Award 2014"
Received additional mandates for mutual funds and institutional investors
Further expansion of the services offered in risk controlling and risk management