Berenberg: Best Strategic Asset Allocation & Asset Liability Management Team Germany & Austria 2025

Berenberg, Germany’s oldest privately owned bank, has cultivated a legacy of excellence in strategic investment consulting, leveraging over two decades of experience to support a diverse client base that includes institutional investors, corporate pension schemes, family offices, foundations, and ultra-high-net-worth individuals. Since 2019, its Investment Consulting team has overseen the development and execution of bespoke strategic asset allocation (SAA) and asset liability management (ALM) solutions across a platform with approximately €40bn in assets under management. At the core of Berenberg’s approach is a modular, high-performance consulting infrastructure that delivers tailored SAA and ALM studies with unrivalled speed and precision. This system is anchored by the team’s proprietary SAA & ALM Innovation Hub, an interactive, real-time dashboard enabling clients to collaborate with consultants while visualising forward-looking portfolio simulations. Recent enhancements to this hub include a dynamic risk factor analysis module, regulatory tools reflecting frameworks such as Solvency II and CRR III, and an advanced controlling section that facilitates proactive portfolio management. The team’s continuous dialogue with Berenberg’s central data and innovation unit ensures technological integration, driving efficiency, client retention, and strategic alignment. The result is a sophisticated OCIO offering that remains unmatched in the German-speaking market. CFI.co Judging Panel congratulates Berenberg on winning the 2025 award for Best Strategic Asset Allocation & Asset Liability Management Team (Germany & Austria).