Institutional investors

Tailor-made investment products for

Insurance companies

Solvency II has imposed far-reaching obligations on the insurance industry. We offer investment products that are precisely tailored to these requirements and thus to the needs of insurance providers. 

In consultation with the investors, either securitised structures such as bonds or classic participation models are created. When developing the products, the insurance company's attributable solvency capital ratio is an important criterion. In the case of infrastructure investments, structures are possible that can be classified as qualified infrastructure investments according to the corresponding EU directive. Our products take into account the sustainability aspects according to the EU Disclosure Regulation and can be designed as Article 8 or Article 9 funds.

In addition, our own certified ESG scoring model can be taken into account on request, especially in the real estate sector.

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Pension schemes

LHI products meet all regulatory requirements of professional pension schemes.

Depending on the investor's wishes, capital investments can be made in securitisation forms that are eligible for special funds such as

  • Bearer bond (No. 8 AnlV)

  • Profit participation certificate (No. 9 AnlV) or

 

  • Certificate (No. 10 AnlV).

Premium reserve stock eligibility is given for every LHI investment. Alternatively, LHI offers classic investment structures via closed-end special AIFs (No. 13/14c or No. 17 AnlV) or Luxembourg SICAV/SICAF structures. Our products take into account the sustainability aspects according to the EU Disclosure Regulation and can be designed as Article 8 or Article 9 funds.

In addition, our own certified ESG scoring model can be taken into account on request, especially in the real estate sector.

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Foundations and clerical investors

Die erfolgreiche Kapitalanlage ist Voraussetzung für die Förder- und Verwaltungstätigkeit von gemeinnützigen Investoren.

The successful investment of capital is a prerequisite for the promotional and management activities of non-profit investors.

In our  special concepts for foundations and clerical investors, we put emphasis on a high degree of income security = constant income under commercial law from the investment asset.

Economic, ecological and social aspects are equally important to us. We incorporate these sustainability criteria, including impact investing, into our concepts. The regulations of the respective state foundation laws as well as tax requirements - especially for charitable foundations - are of course taken into account when designing our products. 

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Family Offices

We have been a reliable and successful partner for family foundations and renowned family offices for many years.

Wealthy private individuals have invested EUR 1.4 billion of equity so far in KAGB-compliant funds, LHI clubdeals and individual investments. Depending on the investor's wishes, we implement the capital investments in different structures. The conception of these capital investments is developed in close coordination with the investors.

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Pension insurance funds

We offer individual structures in the asset classes real estate, renewable energies and aviation.  Aviation. Of course, we also design the capital investment products which are commonly used by pension funds.

Starting from an initial equity volume of €20 million, we design investments that are eligible for premium reserve stock and compliant with the German Insurance Supervision Act (VAG) - for individual investors or an exclusive group of investors. Participation in existing portfolio funds is also possible. Investor representatives are involved in decision-making processes such as the acquisition and sale of assets via an investment committee.  

Our products take into account the sustainability aspects according to the EU Disclosure Regulation and can be designed as Article 8 or Article 9 funds.

In addition, our own certified ESG scoring model can be taken into account on request, especially in the real estate sector.

Contact

WE ARE PLEASED TO BE THERE FOR YOU

Dieter Seitz LHI Capital Management GmbH
Managing Director
Insurance Companies

Tel.: +49 89 5120-1464
Fax: +49 89 5120-2464

Meik Berger LHI Capital Management GmbH
Director
Charitable foundations and family offices

Tel.: +49 89 5120-1526
Fax: +49 89 5120-2526

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

Tel.: +49 89 5120-1468
Fax: +49 89 5120-2468

Christian Schmidt LHI Capital Management GmbH
Manager
Investor Support

Tel.: +49 89 5120-1513
Fax: +49 89 5120-2513