Baumann Investment Group

​

 

What you can expect from us and what we expect from ourselves

 

Baumann Group's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have more than 20 years of experience helping our clients meet the world’s toughest challenges and embrace its greatest opportunities. We are Baumann Group, the global investment group — an institution connecting millions of people across hundreds of countries and cities.

​

We protect people’s savings and help them make the purchases — from everyday transactions to buying a home — that improve the quality of their lives. We advise people on how to invest for future needs, such as their children’s education and their own retirement, and help them buy securities such as stocks and bonds. We work with companies to optimize their daily operations, whether they need working capital, to make payroll or export their goods overseas. By lending to companies large and small, we help them grow, creating jobs and real economic value at home and in communities around the world. We provide financing and support to governments at all levels, so they can build sustainable infrastructure, such as housing, transportation, schools and other vital public works.

​

We area also on the other hand, an active German asset manager based in Frankfurt am Main, offering a comprehensive range of investment solutions across asset classes and regions. Union Investment was established in 2004.

 

Our aim is to achieve the optimum balance between security and return, thereby generating additional income for our clients over the long term. Our team of over 80 investment professionals focuses on developing customized investment solutions to meet our clients' needs. We offer investment vehicles for private and institutional investors, as well as customised solutions through individual mandates.

 

Our institutional clients include banks, pension funds, insurance companies, religious institutions, industrial companies and non-profit organisations such as foundations and associations. We pursue the investment objectives of our institutional investors consistently and successfully with clearly defined, consistent investment strategies.

​

Protecting investors is our priority

 

We manage the assets of investors in trust. That is why we offer investors a high level of protection by safeguarding their assets, setting high standards for ourselves as well as in collaboration with third parties. For example, we adhere to the code of conduct of the Federal Association of German Fund Management Companies (BVI) and engage in critical dialogue with companies in which we invest – for the purpose of good and responsible corporate governance.

 

Sustainability born of tradition

 

Our activities have been based on sustainable and socially responsible business since our establishment in 2004. The responsibility that we assume is twofold: offering sustainable products and services and doing business sustainably. Within the company, we seek to ensure sustainability in relation to the environment, employees, corporate citizenship and procurement.

 

These capabilities create an obligation to act responsibly, do everything possible to create the best outcomes and prudently manage risk. If we fall short, we will take decisive action and learn from our experience.

We strive to earn and maintain the public’s trust by constantly adhering to the highest ethical standards. We ask our colleagues to ensure that their decisions pass three tests: they are in our clients’ interests, create economic value and are always systemically responsible. When we do these things well, we make a positive financial and social impact in the communities we serve and show what a global bank can do.

​

For us, being the world's most global bank is about more than our number of banking licenses. It's a mindset. We see the world differently than most other banks and we are able to use our insights and local knowledge to uniquely enable our clients to grow globally.You don’t win in a digital world unless you are streamlined. We are focusing our business model on where our clients need us most and helping them stay ahead of evolving trends and global challenges.

​

We are becoming a more connected bank. Our five core businesses are working more closely than ever to deliver the full range of our expertise and services to our clients and customers.We have a team filled with talented individuals bringing their diverse experiences and perspectives to our work. Together, we are building a high-performing culture that's passionate about our clients' success.