Berenberg Asset Management (BAM) offers investment advice, drawing on the experience of its parent company, a German bank. BAM provides investment management strategies that can be delivered with or without BAM having the authority to make trades. These strategies include systematic equity and fixed income approaches, equity and currency related overlays, fundamental stock selection, and private credit investments in maritime debt. BAM tailors advice based on client objectives and restrictions.
Fee Structure
BAM clients pay a quarterly management fee based on the value of their account. The specific fee and payment terms depend on factors like related accounts, portfolio style, whether BAM has authority to make trades, and the amount invested. BAM may also charge a performance-based fee, calculated as a share of the revenue generated by the client's portfolio.