Foundations, churches, associations and other organizations perform important tasks in our society in the fields of education and learning as well as in the social and cultural spheres. We support our clients as experienced investment experts.
The fostering of civic involvement is an integral part of how we do business.
We support you from the very outset in the implementation and realization of your foundation. Our team of experts provides you with guidance and support, from developing the foundation concept right up to the launch of your foundation. We also connect you to our longstanding, established partnerships with foundation experts around Germany who specialize in legal matters and taxes, as well as to the regional supervisory bodies responsible for foundations.
A wide range of foundation solutions opens up a wealth of possibilities for turning your vision into reality – whether relating to successor issues in your company or to providing long-term support and encouragement for a matter of personal importance. Also philantrohpic questions can be put into the focus of the foundation work. The effectiveness of the engagement and the meaningfulness of the work of your foundation are important elements that need to be considered. And this is also where our experience and our network deliver decisive benefits for you.
In order to guarantee the longevity of your foundation, it is absolutely essential to ensure capital preservation through correct and wise investment of your capital. Consideration also needs to be given to statutory and regulatory requirements. In addition to our tailored wealth management solutions, we offer mutual funds adapted to the requirements of foundations. You also benefit from our experience when implementing the investment principles of your foundation.
Our tried-and-trusted liquidity planning helps you keep constant sight of the foundation’s assets and the earnings base, thereby ensuring the principles of planning of your foundation. Our extensive expertise in sustainable investments allows us to demonstrate in a highly practical manner that values, virtue and value creation are not mutually exclusive of each other.
The bundling of the diverse charitable commitments of the Hauck & Aufhäuser Group in the HAUCK & AUFHÄUSER CULTURAL FOUNDATION, founded in 2008, allows us to support a range of cultural, educational, and social projects. As a longstanding member of the ASSOCIATION OF GERMAN FOUNDATIONS, the Hauck & Aufhäuser group is also committed to the foundation scene in Germany.
Religious organizations, associations, and other institutions governed by public law have important roles to play in our society in terms of education and social/cultural aspects. When fulfilling these roles, therefore, it is of utmost importance that they conduct business in a sound and ethically sustainable manner. The same is true when investing assets.
In order to perform their diverse duties and fulfill their charitable mandate, non-profit organizations need a reliable partner at their side who understands their requirements and helps them invest their assets in an ethical and sustainable manner. This is exactly what H&A Global Investment Management GmbH offers.
Each investment solution or investment change is preceded by extensive personal discussions and detailed needs analysis. This allows us to ensure that the results align with your investment policies and generate the required income.
In more than 20 years, we have built up a unique expertise in the area of ethical and sustainable investment at our Zurich location. Today, we offer comprehensive services in sustainable asset management and investment advice.
Responsible investment and appreciation in value are not mutually exclusive.
DR. WOLFGANG KIRSCHNER, INSTITUTIONAL CLIENTS