Bayshore Capital Management GmbH Your Global Asset Management Partner
With 20 years of proven expertise in global financial markets
Trusted by leading multinational corporations worldwide
About Us
Baker Vermögensverwaltung GmbH (BVG) is an asset management company headquartered in Frankfurt am Main, Germany, and a member of Baker Brothers Advisors, one of the world’s leading family investment institutions. Since its establishment in 2023, BVG has specialized in providing systematic and tailored asset allocation and wealth management services to high-net-worth individuals, family offices, and institutional investors.
Our core strength lies in our deep expertise in multi-asset strategies, cross-market allocation, and risk budgeting. BVG is actively involved across multiple asset classes, including equity investments, bond allocation, private equity, digital assets, and OTC block trades. Through the use of structured instruments and a global macro perspective, we construct investment portfolios that perform across different economic cycles.
Our allocation philosophy includes:
🔹 Goal-Based Allocation: Focusing on clients’ financial objectives and liquidity needs
🔹 Cross-Asset Management: Optimizing risk-return profiles and enhancing portfolio resilience
🔹 Dynamic Rebalancing: Responding to market changes and mitigating downside risk
On the product level, BVG offers full-cycle solutions covering public funds, dedicated mandates, private equity platforms, and bespoke structured products. These are supported by strong local execution capabilities and global research resources to ensure seamless implementation of our strategies.
Our guiding principle is professional allocation and strategy-driven performance, with a commitment to building a long-term, stable, and transparent path to wealth growth for our clients.
BVG – Professional allocation for sustainable asset growth.
3 years
Influencing Digital Landscapes Together125+ projects
Excellence Achieved Through Success96% Reviews
Mirrors our Focus on Client Satisfaction15+ Awards
Our Dedication to Innovation WinsOur Mission
As the strategic platform of Baker Brothers Advisors in Germany, Baker Vermögensverwaltung GmbH (BVG) is committed to combining a global capital market perspective with in-depth experience in the German local market to build an asset management framework that balances stability, transparency, and flexibility.
Our mission is to:
Our mission is to:
- Deliver comprehensive, multi-asset wealth management solutions across the full investment cycle, serving the long-term goals of our clients
- Implement a core philosophy of rigorous research, risk control, and data-driven decision-making in active equity investing, fund management, and cross-border asset allocation
- Establish a dual-engine model that combines local service capabilities with global resources, helping clients navigate market uncertainties and achieve both capital preservation and growth
- Build long-term, trustworthy investment partnerships based on compliance and driven by strategic innovation
We are not only asset managers — we are trusted navigators and strategic partners for our clients throughout the global capital cycle.
Our Vision
We aim to become one of the most forward-looking and cross-border-integrated independent asset management firms in the German market, serving high-net-worth individuals, international family capital, and institutional investors.
Our vision is to:
Our vision is to:
- Focus on clients’ unique objectives and deliver differentiated, professional, and tailored asset allocation solutions
- Leverage Frankfurt as a hub connecting the mature financial ecosystems of Europe and the United States with structural growth opportunities in Asia
- Enhance portfolio resilience and sustainable return potential through modular product design, multi-asset portfolio construction, and integration of onshore and offshore resources
- Build an asset management platform that unites knowledge, capital, and trust, becoming an essential partner in achieving clients’ long-term aspirations
We believe that outstanding asset management is not only about market judgment — it is rooted in a deep understanding and respect for clients’ needs, market structures, and the value of time.
Our Team
The management of Baker Vermögensverwaltung GmbH (BVG) is composed of seasoned professionals from international investment banks, top-tier private equity firms, global family offices, and regulatory authorities. They bring extensive practical experience and global vision in cross-market investments, asset allocation, legal compliance, and risk management. Below is an introduction to some of our key members:
Alexander Krüger – Head of European Primary Markets & Fund Trading
Formerly with Morgan Stanley’s London Investment Banking Division and a leading Swiss family office, specializing in cross-border M\&A, Pre-IPO investments, and multi-asset portfolio management.
Key Profile:
- Led over €5 billion in cross-border M\&A and capital markets financing transactions
- Led over €5 billion in cross-border M\&A and capital markets financing transactions
- Extensive expertise in international fund structures including German Spezialfonds, Luxembourg RAIF, and Singapore VCC
- Skilled in combining structured financing tools with long-term equity investments to optimize capital costs and returns
Sophia Weber – Head of Compliance & Structured Products
Former Senior Compliance Officer at BaFin, deeply involved in the implementation of the EU AIFMD framework and approval of cross-border fund products.
Professional Background:
- Served in the legal department of a Luxembourg fund management company, responsible for structuring and registering SCSp, RAIF, and similar vehicles
- Led ESG compliance disclosures and sustainability certification for multiple green energy and infrastructure funds
- In-depth knowledge of the German KAGB, EU AIFMD, and CRS/AML multi-tiered regulatory systems
- Designed cross-border wealth structures for international family clients, integrating trusts, funds, and corporate law
Dr. Lukas Hoffmann – Chief Investment Officer (CIO)
Ph.D. in Quantitative Finance, previously with BlackRock’s European Multi-Asset Allocation team, specializing in factor investing, risk parity, and cross-market strategies.
Key Achievements:
- Developed a multi-factor risk-adjusted model adopted by pension and sovereign wealth funds
- Structured global portfolios for UHNW clients including ETFs, private equity, and structured derivatives
- Served as an advisor to the European Systemic Risk Board, researching interest rate and credit market transmission mechanisms
- Published multiple studies on asset allocation optimization in the Financial Analysts Journal
Elena Schmitt – Head of Client & Investor Relations
Former Head of UHNW Client Segment at UBS, with expertise in building client relationship management systems and multi-generational wealth succession strategies.
- Managed multiple family accounts each exceeding €200 million in net assets
- Initiated the NextGen investor education program to develop heirs’ investment and risk management skills
- Expert in applying trust-fund dual structures for cross-border succession planning with tax compliance solutions
- Holder of the international CFP designation and German Private Wealth Advisor certification
David Lehmann – Head of Digital Assets & Quant Trading
Former Technology Strategy Advisor at Coinbase Europe, with deep expertise in blockchain technology and digital asset trading.
Major Contributions:
- Designed and deployed multi-chain arbitrage and liquidity mining strategies across ecosystems including ETH, SOL, and Polygon
- Led the development of an on-chain risk control engine integrating KYT and AML full-chain monitoring
- Built asset clearing and custody systems for a regulated European digital exchange
- Built asset clearing and custody systems for a regulated European digital exchange
Core Support Team
BVG’s middle and back office is comprised of financial engineers, compliance consultants, tax planners, fund operations managers, and product design specialists. They provide end-to-end support — from structure design and fund registration to investment execution and risk/compliance audits.
We uphold the principle of “Professional Collaboration · Forward-Looking Judgment · Long-Term Partnership”, striving to be a trusted strategic partner for our clients in asset management and wealth succession.
Compliance and Regulatory Assurance
As the German-based asset management entity of Baker Brothers Advisors, Baker Vermögensverwaltung GmbH (BVG) adheres to the principle of “Compliance First · Safety Above All”, committed to providing clients with transparent, stable, and trustworthy asset management services.
We strictly comply with the German Capital Investment Code (Kapitalanlagegesetzbuch, KAGB), the EU Alternative Investment Fund Managers Directive (AIFMD), and other applicable laws and regulations. BVG has established a comprehensive compliance and risk management framework covering the entire process — from product design and investment execution to asset custody and information disclosure.
Fund Structure Compliance Management
Our fund offerings include:
German Spezialfonds (institutional special funds)
Luxembourg SCSp (Société en Commandite Spéciale – Special Limited Partnership)
Liechtenstein VV Funds (diversified investment funds)
All fund structures are designed by specialized legal teams to ensure full compliance with German and EU regulatory requirements regarding legal framework, tax structuring, and investment restrictions.
German Spezialfonds (institutional special funds)
Luxembourg SCSp (Société en Commandite Spéciale – Special Limited Partnership)
Liechtenstein VV Funds (diversified investment funds)
All fund structures are designed by specialized legal teams to ensure full compliance with German and EU regulatory requirements regarding legal framework, tax structuring, and investment restrictions.
Asset Custody and Segregation Mechanisms
All fund assets are held with BaFin-approved and licensed depositary banks (Verwahrstellen)
Depositaries operate independently from the fund manager and maintain strict account segregation
Client assets are separated from the company’s own funds to minimize operational and moral hazard risks
Depositaries operate independently from the fund manager and maintain strict account segregation
Client assets are separated from the company’s own funds to minimize operational and moral hazard risks
Independent Auditing and Transparency
Core products undergo annual financial and operational audits by certified public accounting firms
Ensuring transparent portfolio structures, traceable transactions, and clear asset flow documentation
Ensuring transparent portfolio structures, traceable transactions, and clear asset flow documentation
Client Onboarding and Anti-Money Laundering (AML) Framework
Strict enforcement of the Know Your Customer (KYC) principle
Compliance with the German Anti-Money Laundering Act (Geldwäschegesetz, GwG)
Procedures covering identity verification, source-of-funds checks, and monitoring/reporting of suspicious transactions
Compliance with the German Anti-Money Laundering Act (Geldwäschegesetz, GwG)
Procedures covering identity verification, source-of-funds checks, and monitoring/reporting of suspicious transactions
Legal and Tax Compliance Coordination
Long-term partnerships with leading German and international law firms, tax advisors, and fund registration agencies
Ensuring compliance and efficiency in cross-border investments, tax structuring, and the application of double taxation treaties
Ensuring compliance and efficiency in cross-border investments, tax structuring, and the application of double taxation treaties
BVG has built a robust, transparent, and auditable foundation in legal, compliance, and risk control. With the prudence of German standards and the efficiency of international best practices, we provide our clients with an asset management platform worthy of long-term trust.
🌟 Baker Vermögensverwaltung GmbH (BVG) · Special Brand Promotion Campaign 🌟
Baker Vermögensverwaltung GmbH (BVG) is part of the globally renowned family office Baker Brothers Advisors, founded in 2000 by Felix and Julian Baker, with a subsidiary established in Germany.
As a pioneer in global asset management, we remain committed to a professional, prudent, and forward-looking investment philosophy, dedicated to providing our clients with long-term, sustainable wealth growth strategies.
To coincide with the upcoming launch of our proprietary fund products and to further enhance our brand presence and investor awareness in Germany, we are introducing a limited-time Free Investment Experience Campaign — inviting you to embark on a more efficient, responsible, and insightful investment journey with us.
🎁 Campaign Highlights (Exclusive to Official WhatsApp Group Members)
Join our official WhatsApp investment group and enjoy free access to:
📈 Daily Picks | Premium stock and fund strategy recommendations
📘 Learning Resources | Beginner and advanced investment knowledge packs
🎯 Market Interaction | Daily DAX Index quiz to sharpen your market awareness
💎 Exclusive Rewards | Earn points to redeem for handbooks, physical gifts, or investment consultation vouchers
📌 Who Should Join
This campaign is ideal for:
High-net-worth individuals and family investors seeking to systematically enhance their investment knowledge
Financial enthusiasts interested in both German domestic and global market opportunities Investors who wish to engage with a high-quality investment community, expand their network, and access valuable market insights
📌 How to Participate
1. Join our official WhatsApp investment and discussion group
2. Automatically activate your exclusive free investment experience service
3. Receive daily curated market updates and event reminders
🌐 Join Us · Create Value Together
We believe that quality investing is not only about growing capital, but also about building strategies and knowledge over time.
Partner with BVG and step into a new era of investing — more professional, more efficient, and more responsible.
Baker Vermögensverwaltung GmbH (BVG)
Connecting Local and Global · Empowering Every Investment Decision
