Company

AAB Asset Services GmbH was founded in 2016 as a 100% subsidiary of Augsburger Aktienbank AG. After Augsburger Aktienbank AG announced in 2020 to transfer its securities business to the European Bank for Financial Services (ebase), the change of ownership of AAB Asset Services was also on the agenda. At the end of 2020, the previous Managing Director Marco Schmitz and Klaus Täte, who was Senior Sales Consultant at AAB Asset Services, announced that they would acquire the company via a management buy-out as of January 1, 2021. The name of the company will remain unchanged.

Modular offerings from AAB Asset Services

The following three business areas show what we focus on and the specific services we offer financial institutions and asset managers. .

1. Consulting along the value chain of the fund business:

• Strategy consulting for the conception and optimization of complex investment products
• Optimization of asset management production and fund structures
• Development and evaluation of sales strategies in the B2B segment

2. Fund distribution for selected asset managers in the B2B market in Germany and Austria via our cooperation partner Marketing & Advisory:

• Support for market entry and development of the sales infrastructure
• Active B2B fund sales in the market (introduction, presentation in customer meetings, one-on-one meetings, regular updates, …)
• Webinars, roadshows for targeted investor groups, accompaniment to events, access to marketing partners, …
• Sophisticated quarterly reporting with overview of the number of marketing contacts, type of activity and asset flows

3. ESG integration into the business models of asset managers:

• Support for strategic alignment
• ESG integration into the investment process
• ESG solutions & services for individual, ambitious solutions for asset managers & asset owners

Our strength is that by linking theory and practice, we offer our business partners solutions that are field-tested, theoretically sound and implementable in their specific structures.