Frankfurt am Main, March 11 2021

Bethmann Bank and Universal-Investment to expand private equity offering

Bethmann Bank is expanding its offering for investors in the alternative investment space. In collaboration with fund services platform Universal-Investment, the private bank has launched a second sub-fund in an existing private equity fund of funds umbrella in Luxembourg. The new SICAV-RAIF S.A. has been signed by investors for approximately EUR 100 million since mid-September 2020 with initial capital calls already having been issued. Moreover, Bethmann Bank and Universal-Invesment plan to launch further sub-funds under the existing structure in the coming years.

“As yields in the traditional investment segments wane, we have seen demand from investors for alternative investments continue to rise. RAIF structures such as for this fund offer a flexible, timely and efficient way to enter into Private Equity,” said Dr. Sofia Harrschar, Head of Alternative Investments at Universal-Investment.

The fund provides a nominee structure and the shares of the second sub-fund were available via Bethmann Bank in Germany. Bethmann Bank brings in its private equity expertise as the fund’s investment advisor, with Universal-Investment- being the Alternative Investment Fund Manager and administrator. The structure enables Bethmann Bank to offer the fund and its several sub-funds to professional and semi-professional investors among their private banking client base. However, investments from institutional clients are also possible.

Dr Sofia Harrschar heads Universal-Investment's Alternatives unit

Nominee structure provides access for private banking clients

Fund launches reflect investors’ sustained appetite for alternative investments

"Private equity is an ideal investment instrument to improve the risk-return ratio of a portfolio. In terms of return opportunities, private equity has so far been superior to conventional stock markets even in challenging market phases. We attach great importance to working with experienced and successful private equity partners, thus giving our clients access to a promising investment. All the more we are pleased to be working with Universal-Investment with the intention of expanding our cooperation in the future," Alexander Herbert, Head of Product & Service Management, Bethmann Bank.

Bethmann Bank draws more than 20 years of investment and management experience in the private equity sector and cooperates with the leading and longest-standing investors in Germany. With Universal-Investment, Bethmann Bank is now expanding this strategy in a targeted manner. As a pioneer in sustainable investments, Bethmann Bank attaches particular importance to private equity partners that follow ethical and sustainable principles as well as its own ESG guidelines (ecology, social, governance).

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ABOUT BETHMANN BANK – GENUINE. SUSTAINABLE. PRIVATE.

Founded in 1712, Bethmann Bank today is one of the TOP 3 providers of private banking in Germany and exclusively serves wealthy private clients and asset managers. Assets under management are currently around 35 billion euros. Bethmann Bank is part of the Dutch ABN AMRO, one of the most capital-rich banks in Europe. Like all members of ABN AMRO Private Banking, we stand for individual advice without a focus on proprietary products. We offer our clients clear, understandable and sustainable solutions. With 13 locations, Bethmann Bank is represented in all important economic regions of Germany.

More information available at: www.bethmannbank.de

Bernd Obergfell

Head of Communications

Phone
+49 69 71043-575

e-mail
bernd.obergfell@universal-investment.com

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