Hauck & Aufhäuser Privatbankiers AG

H&A Global Investment Management GmbH is closely associated with its co-owner Hauck & Aufhäuser Privatbankiers AG as a business partner.

Hauck & Aufhäuser Privatbankiers can look back on 223 years of tradition. The bank is the merger of two traditional private banks: Georg Hauck & Sohn Bankiers in Frankfurt am Main, founded in 1796, and Bankhaus H. Aufhäuser, on the Munich market since 1870. The two banks merged in 1998. The Bank's Management Board consists of Michael Bentlage, Chairman of the Management Board, Dr. Holger Sepp and Wolfgang Strobel, Members of the Management Board. Hauck & Aufhäuser sees itself as a traditional and at the same time modern private bank.

The bank, with offices in Frankfurt am Main, Munich, Hamburg, Düsseldorf and Cologne, concentrates on comprehensive consulting and asset management for private and corporate clients, comprehensive fund services for financial and real assets in Germany and Luxembourg and cooperation with independent asset managers. In addition, it offers research, sales and trading activities specializing in small and mid-cap companies in German-speaking countries as well as individual services for IPOs and capital increases. The focus of the bank's business activities is on holistic and personal advice.

Frankfurter Leben Group

One of the most important partners of H&A Global Investment Management GmbH is the Frankfurter Leben Group, which has awarded several asset management contracts to HAGIM in recent years. This was one of the reasons why the assets under management could be increased from about 7 to over 10 billion euros in 2018. In order to strengthen the constructive cooperation in the long term, the two companies founded a joint venture in the fourth quarter of 2018. The Frankfurter Leben Group is a specialized platform for the German life insurance and pension fund market. Insurance companies or insurance portfolios that are already in run-off or are to be placed in run-off will be integrated into the Group. With every portfolio transfer, the financial services supervisory authority BaFin ensures by means of an audit that the buyer continues to safeguard the interests of the policyholders and permanently fulfils the contracts. This does not change anything for the customers: the insurance contracts are continued with unchanged guarantees, terms and conditions. Frankfurter Leben pays particular attention to long-term customer satisfaction and the successful relationship with the agents, as well as to consistency in contract management.

Frankfurter Leben is owned by a fund which, like Hauck & Aufhäuser Privatbankiers, is majority-owned by the Fosun Group. With this new ownership structure, we see ourselves in an excellent position for the future.

Fosun International Limited

Fosun International Limited is a family-focused multinational company that has been listed on the main board of the Hong Kong Stock Exchange (00656.HK) since 2007. Founded in 1992, Fosun International's total assets exceed RMB 560 billion (USD 85 billion) as of 31 December 2017. With its roots in China, and through technology and innovation, Fosun’s mission is to create customer-to-maker (C2M) ecosystems in health, happiness and wealth, providing high-quality products and services for families around the world.

Mission: Creating happier lives for families worldwide

Vision: Rooted in China, creating a global happiness ecosystem fulfilling the needs of one billion families in health, happiness and wealth

Strategy:

  • Centered around family customers
  • C2M Model
  • Led by technology and Innovation
  • Industry operations + investments
  • Glocalization

Major portfolio companies in the Global Happiness Ecosystem of Fosun include:

  1. Health Ecosystem: Fosun Pharma, Sinopharm, Fosun United Health Insurance, Portugal’s hospital chain Luz Saúde, and one of the largest Indian pharmaceutical companies Gland Pharma;
  2. Happiness Ecosystem: One of the world’s largest leisure vacation chains Club Med, Atlantis Sanya, Yuyuan Inc., and the top brand of Dead Sea mineral Israeli skincare brand AHAVA;
  3. Wealth Ecosystem: Portugal’s largest insurance company Fidelidade, Portugal’s largest listed bank Banco Comercial Português (BCP), the German renowned private bank Hauck & Aufhäuser (H&A), Hong Kong-based Peak Reinsurance and Mybank.

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