Institutional investors

Insurance

Solvency II entails wide-ranging obligations for the insurance industry. LHI optimised investment products tailored to the needs of insurance companies. In consultation with investors, either securitised structures such as bonds or traditional investment models are created. An important criterion in developing these products is the solvency ratio of the insurer. Designs classified according to § 2 par. 1 AnlV numbers 8, 9 or 10 are available. In addition, all LHI products for VAG investors meet the investment rules for premium reserve stocks.

Your contact person

Dieter Seitz LHI Capital Management GmbH Managing Director

Tel.: +49 89 5120-1464 Fax: +49 89 5120-2464 d.seitz@lhi-capital.de

Pension insurance funds

LHI products meet all regulatory requirements of occupational pension funds. Depending on investor request, investments can be represented in securitised bearer bonds (No. 8 AnlV), participation certificates (No. 9 AnlV) or certificates (No. 10 AnlV) in the form of special funds. Premium reserve stock eligibility is given for every LHI investment. Alternatively, LHI offers traditional investment structures via closed special AIF (No. 13/14c or No. 17 AnIV) or Luxembourg SICAV / SICAF structures.

Your contact person

Peter Nowaczyk LHI Capital Management GmbH Pension insurance funds and pension funds

Tel.: +49 89 5120-1468 Fax: +49 89 5120-2468 p.nowaczyk@lhi-capital.de

Pension fund

In addition to the well-known products for pension funds, we offer individual structures in real estate and renewable energies asset classes. Starting at a start-up volume of EUR 20 million, we are designing premium reserve stock eligibility and VAG-compliant investments for individual investors or an exclusive group of investors. Participation in existing portfolio funds is also possible. Investors' representatives are involved in decision-making processes, such as the purchase and sale of properties, via an investment committee.

Your contact person

Peter Nowaczyk LHI Capital Management GmbH Pension insurance funds and pension funds

Tel.: +49 89 5120-1468 Fax: +49 89 5120-2468 p.nowaczyk@lhi-capital.de

Charitable foundations

The successful management of the foundation's assets is the prerequisite for funding activities of charitable foundations and the fulfilment of the purpose of the foundation. LHI focuses on a high level of guaranteed commercial income, i.e. constant return from the investment project when designing special investment products for charitable trusts. The individual focus on a homogeneous client group ensures the uniformity of investor interests. Regulations of the relevant state foundation laws as well as tax requirements, especially for charitable foundations, are taken into account in the design of the product.

Your contact person

Meik Berger LHI Capital Management GmbH Charitable foundations and family offices

Tel.: +49 89 5120-1526 Fax: +49 89 5120-2526 m.berger@lhi-capital.de

Family offices

LHI has been a proven partner for family foundations and reputable family offices. Wealthy private individuals have invested EUR 1.4 billion of equity so far in KAGB-compliant funds, LHI Clubdeals and individual investments.

Your contact person

Meik Berger LHI Capital Management GmbH Charitable foundations and family offices

Tel.: +49 89 5120-1526 Fax: +49 89 5120-2526 m.berger@lhi-capital.de

Investment Management Track Record

Active investment funds as at December 31, 2019:

EUR 5.6 billion

Investments in 2019:

EUR 516 million

Alternative investments

Number of investments

>150

Overall investment funds launched to date

EUR 10.7 billion

Overall accumulated equity

EUR 4.7 billion

Investment funds by asset class

Best asset management company in the innovation segment

LHI received a special award for innovation from the rating agency Scope. This award goes to asset managers with high in-house structuring expertise as well as consistent focus on the needs of institutional investors. This expertise is the result of customised product solutions. The securitisation of alternative investment funds (AIF securitisation) in renewable energies and real estate asset classes deserves special recognition.

Contact

Dieter Seitz LHI Capital Management GmbH
Managing Director

Phone: +49 89 5120-1464
Fax: +49 89 5120-2464

d.seitz@lhi-capital.de

Sebastian Auer LHI Capital Management GmbH
Insurance Companies

Phone: +49 89 5120-1519
Fax: +49 89 5120-2519

s.auer@lhi-capital.de

Meik Berger LHI Capital Management GmbH
Charitable foundations and family offices

Phone: +49 89 5120-1526
Fax: +49 89 5120-2526

m.berger@lhi-capital.de

Peter Nowaczyk LHI Capital Management GmbH
Pension insurance funds and pension funds

Phone: +49 89 5120-1468
Fax: +49 89 5120-2468

p.nowaczyk@lhi-capital.de

Christian Schmidt LHI Capital Management GmbH
Manager of Investor Support

Phone: +49 89 5120-1513
Fax: +49 89 5120-2513

c.schmidt@lhi-capital.de

Products

Aviation

LHI has over 15 years of management experience in the aviation industry. Currently a portfolio is being developed containing Boeing 737-800 and Airbus A320-200 equipment. Contracting parties are high-growth airlines in politically stable countries in North America, Europe and Asia with a credit rating of BB+ as the portfolio average. The implementation of a securities structure with an ESMA rating is planned.

Renewables

LHI has now invested EUR 1.2 billion in renewables. For institutional investors, this includes two portfolio funds with a current investment volume of EUR 690 million. A securitisation structure and a KAGB-regulated investment product with a Scope Rating aaAIF. A third portfolio fund, also a KAGB-regulated product, with a planned investment volume of over EUR 300 million is currently being set up.

Real Estate

The Premiumimmobilien Deutschland product line comprises high-quality commercial buildings, office buildings and hotels in sustainable inner-city locations. Two further portfolio funds are being developed, a securities structure and a regional concept.