Invest in your Wealth

Unlock the full potential of your investments by aligning capital with your goals. Invest in your wealth and be empowered to shape your future financial outcomes.

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Invest in your Wealth

Have you ever wondered whether your portfolio is truly realizing your financial potential?
Is your wealth allocation set to achieve your goals? For example: Retirement? Next-generation succession planning?
How much of your investment return is driven by skill or luck? Are you trading or investing?

How do you respond to market fluctuations? Do they excite you or cause you to hesitate?
Are you seeking answers to your more complex wealth questions?
We believe that everyone can expand their opportunity set of life choices by engaging in a comprehensive and continuous wealth planning and allocation process. Answering questions, like those above, is part and parcel of the path.

How we advise

Caplign Navigator. Educates, guides and equips our clients with essential tools to navigate their path towards financial success; based on a proprietary goal-based process.

Caplign Navigator

Our Navigator is a bespoke goal-based advisory process designed to deepen your understanding and align your personal goals and objectives with your financial risk preferences. This process results in developing your individual strategic wealth allocation across liquid and private markets.  

Through five unique elements, we provide the expertise, insights and individualized support necessary to realize your financial potential.

Masterclass

Gain tailored insights and expert knowledge through our comprehensive financial education sessions. Equip yourself with the skills needed to make informed investment decisions.

Wealth Check

Receive a thorough analysis of your current wealth allocation and individual portfolios to identify strengths and opportunities for optimization. Ensure alignment with your financial objectives.

Behavioural Assesment

Understand your financial behaviour and decision-making through our in-depth assessments. Navigate emotional biases and enhance your investment discipline.

Goal-Setting

Collaborate with us to define clear and actionable investment goals. Our focus is not just on performance, but on achieving your unique objectives and purpose of your investments.

Strategic Wealth Allocation

Achieve your objectives with a customized investment strategy tailored to your unique goals and risk tolerance. Through this process, we will simulate the performance and characteristics of your strategy over time, provide a comprehensive financial plan, and discuss implementation options.

How we invest

Caplign Solutions. Offers proprietary investment solutions, rooted in Caplign's proven investment principles and process; designed to deliver superior long-term performance.

Caplign Solutions

Our Caplign Solutions are in-house designed investment solutions, rooted in Caplign’s proven investment principles and investment experience. This is where we will bring your goals to life. We always have a view on your total wealth, including liquid and private market asset classes.

Discretionary Portfolio Management

Here, we implement and manage your strategic wealth portfolio through a discretionary mandate. This comprehensive, all-in-one solution includes thorough, easy-to-understand reporting, as well as regular check-ins and assessments. Throughout the investment journey, we will accompany you with behavioural coaching and expert market insights.

Fund Investment Solutions

Caplign’s fund investment solutions are designed for those seeking portfolio building blocks that offer superior long-term performance. These funds are also integral components of our Discretionary Portfolios; they allow us to implement liquid strategies in a transparent and cost-efficient manner. We build and manage both, global equity and fixed income strategies.

Advisory Solutions

We help you find answers to some of your more complex wealth questions. If you are confronted with topics such as generational wealth transfer for family business or fund structuring for next-gen succession, allow us to become your partner.

Investment advice according to section 2 para. 2 no. 4 German Wertpapierinstitutsgesetz (WpIG) and investment brokerage according to section 2 para. 2 no. 3 German Banking Act shall be made on behalf of, in the name of, for the account and under the liability of the responsible legal entity BN & Partners Capital AG, Steinstraße 33, 50374 Erftstadt, according to section 3 para. 2 WpIG. BN & Partners Capital AG has a corresponding license from the German Federal Financial Supervisory Authority (BaFin) in accordance with section 15 WpIG for the prenamed investment services. Reuss Private Bank für Wertpapierhandel AG, Frankfurt am Main, is responsible for financial portfolio management and is the contractual partner for asset management clients.

Who is advising & investing?

Christian HilleFounder, CEO

Katarina CohrsCo-Founder, Managing Director

Stefan HoffmannCo-Founder, Managing Director

Get in touch

How can we help?

How do you generate value-add for your clients?

Realizing Financial Potential:
We help clients realize their financial potential through education, goal-setting, risk profiling, and assessment of behavioural biases. This process leads to the development of a suitable investment strategy, which is implemented and executed throughout the investment journey. We provide regular market updates and behavioural coaching to keep clients informed and engaged.  

Achieving Performance Excellence:
We strive to achieve performance excellence through a well-defined investment strategy and carefully selected building blocks. Compared to static and passive strategies, our active approach ensures a dynamic and responsive wealth management, enhancing the value of your investments.

What characterizes your investment process?

Global and Long-Term Focus
Our investment strategies are globally diversified and designed to achieve long-term growth.

Adaptive Strategies 
We adjust portfolio positioning to align with medium- to long-term shifts in market regimes.

Counter-Cyclical Investing
We remain invested but exercise caution when the market shows signs of greed, and take action by increasing risk exposure during periods of fear and volatility. This approach helps us to capitalize on market inefficiencies.

Why are you deploying active investment strategies?

We firmly believe in an active investment process that adds tangible value. This approach is not about frequent trading but focuses on making informed investment decisions that contribute to sustained growth. Our commitment to active investing is based on the understanding that markets reflect the behaviors of individuals. This can lead to herd behavior and extreme positioning, creating opportunities to enhance portfolio returns. These opportunities can be effectively exploited through active investing, whether on a tactical or strategic horizon.

Invest in your Wealth