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.

April
2010

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

August
2010

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

February
2011

Permit issued for business activities in the Netherlands by the Netherlands Authority for the Financial Markets (AFM)

October
2011

Addtional staff recruited and back office expansion

May
2012

Received first mandate for a mutual fund from KVG HANSAINVEST

January
2013

Engagement as a sub-advisor for the bond portion of the mutual fund of a well-known fund advisor

May
2013

Launch and approval of a Luxembourg umbrella fund for KAG IPConcept to initiate the BPM strategy for larger investor groups

Q3
2013

Additional strategic strengthening of BPM by recruiting further experienced colleagues in Berlin

Q1
2014

BPM's "BPM - Global Income Fund" receives a "Fund Innovation of the Year Award 2014"

Q3
2014

Received additional mandates for mutual funds and institutional investors

Q2
2015

Further expansion of the services offered in risk controlling and risk management