WHO We ARE
A strong and independent partner
We are an owner-operated, non-bank affiliated investment company responsible for managing the Ethna Funds. Our Portfolio Management Team actively manages assets of 6.22 billion EUR, which are spread across our three funds – the Ethna-DEFENSIV, the Ethna-AKTIV and the Ethna-DYNAMISCH.
Our team has extensive experience in the fund industry. Each one of us plays an active role in structuring the future of the funds entrusted to us through a flexible and customised service portfolio.
Not only do we have considerable know-how and in-depth market knowledge, but we are also supported by a stable network of renowned experts from the fund industry. We have developed a strong partnership with our custodian bank DZ PRIVATBANK S.A., a member of the Association of Cooperative Banks, and KPMG Luxembourg S.à r.l. acts as our audit and accounting firm.
Some key facts about us
5.31 billion euro
The amount of assets our Portfolio Management Team actively manages (as of 31/12/2018)
12
The number of countries in which our funds are currently distributed
10 years
The anniversary that the Ethna-DYNAMISCH, our youngest fund, will celebrate in 2019
95
The number of people at ETHENEA who support ETHENEA’s clients to achieve their investment goals.
OUR Philosophy
Our guiding principles
At the core of our business is managing and safeguarding the fund assets entrusted to us.
As an investment company, we know that we are accountable to our partners and our investors. That is why all of our actions are guided by the values underlying the Ethna Funds. For us, diligence, integrity, foresight, sustainability, responsibility and partnership are the key to long-term success.
With our expertise, our commitment, our know-how, and our service focus, we support our clients in achieving their investment goals.
Commitment
We are always proud to be able to support good causes
We are continually inspired by people who take an opportunity and turn it into something great. But, because opportunities are not available to everyone, we are currently working on paving the way towards a better future for children and young people. This is something that is near and dear to us.