Our approach

Our ethos is to support our clients to create value for investors. Our outstanding advisory, analysis and reporting competence supports value creation of our clients from the investment and asset management industry. Our services have been designed to leverage the expertise of our clients to gain competitive advantage and enhance their productivity substantially. We achieve this by innovation, flexibility and a continuous alignment with their requirements. We continuously work on the improvement of our services and processes – in collaboration with our clients. Our multi-cultural and diverse client services team focuses their entrepreneurial talents on the success of our clients.

Our Vision and Values


Our origins in asset management and institutional investment mean that we totally understand our clients’ needs and speak their language. Our objective is to create a long-term trusting relationship with our clients.

Forward thinking

Our clients are constantly seeking to add value to their portfolios by taking investment decisions based on the best information available. Our robust analysis and reporting, with insights based on creative thinking, provide a competitive advantage for our clients. The knowledge we provide puts our clients in the driving seat.

Demanding the best

Our clients expect and demand excellence from our services, and this is what our team aims to deliver. We encourage and foster diversity and responsibility in a dynamic working environment, developing and enhancing the talent of our people.

Delivering best-in-class service

Our core expertise is in analyzing the complexity of the markets we service, and in presenting the resulting data to our clients in a form that enables value-added decision-making. We provide reports and analysis that result in solid decision-making strategies.

Our agenda

Our objective is to create an environment for success. This is based on client satisfaction, the passion and enthusiasm of our employees and a track record of achieving sustainable results.



2001 as a spin-off from Allianz SE


Financial services

Number of employees

about 300 (as at 30.12.2016)


Munich and Frankfurt/Main


100% Allianz SE

Company Profile