Guided by the three core principles of “Specialization + Structuring + Globalization”, Baker Vermögensverwaltung GmbH (BVG) has developed five key business segments designed to meet the diverse asset management needs of high-net-worth individuals, family offices, and institutional investors at various stages of their wealth lifecycle.
Covering sectors such as AI technology, digital assets, green energy, Pre-IPO projects, and special situation assets (distressed assets), focusing on structural growth and cyclical opportunities.
Based on investment size, liquidity preferences, and tax optimization needs, we offer tailored solutions including Spezialfonds, SCSp, Lux RAIF, and Liechtenstein-VV structures.
Operated under the framework of Germany’s Capital Investment Code (KAGB), with dual supervision by BaFin and licensed depositary banks, fully integrating AML/KYC controls and independent annual audits.
Applying GARP strategies, sector rotation, and quantitative factor models to build a “core–satellite” asset portfolio.
Covering DeFi yield farming, stablecoin arbitrage, early-stage token investments, and structured on-chain options strategies, combining blockchain transparency with risk monitoring.
Investing in carbon credit projects, green bonds, and ESG-compliant asset classes such as renewable energy supply chains.
Covering non-listed equity, large blocks of listed shares, structured debt, private fund units, and tokenized securities. Incorporating compliance due diligence and customized valuation models to enhance exit efficiency for illiquid assets.
Supporting major cryptocurrencies such as BTC, ETH, and USDT, with KYT blockchain monitoring and compliant fiat settlement.
Building a platform for institutional and family office investors to trade private equity and fund units, improving secondary market liquidity.
Optimizing governance and capital arrangements prior to listing, considering corporate financial structure, shareholder arrangements, and financing timelines.
Providing solutions for top-level governance, equity succession, dividend mechanisms for heirs, and philanthropic foundation planning.
Designing multi-layer holding and tax structures compliant with the legal frameworks of Germany, Luxembourg, Liechtenstein, and Singapore.
Hosting quarterly thematic investment forums, private equity courses, and global macro reviews for qualified investors and professional clients.
Delivering in-depth industry research, asset performance analysis, and monthly fund portfolio reports.
Equipped with investment dashboards, portfolio tracking systems, and risk alert mechanisms to provide an interactive and visual asset management experience.
BVG – Driving global asset allocation with structured thinking, building sustainable pathways to wealth growth.