Company Milestones

Since its inception, Baker Vermögensverwaltung GmbH (BVG) has adhered to the philosophy of “Professional Expertise · Structural Empowerment · Global Outlook”, continuously expanding its business scope and building a future-oriented, diversified asset management framework.

  • 2025 Q1
    Digital Asset Division Upgrade

    Advanced the strategic development of the digital asset business, focusing on major cryptocurrencies, on-chain protocols, and tokenization pathways.

    Partnered with technology providers to develop a prototype on-chain asset analytics system, building quantitative evaluation and screening models for digital assets.

    Commenced preparations for the first crypto asset-themed private fund, covering highly liquid tokens and DeFi infrastructure projects.

  • 2024 Q4
    Client Empowerment Program

    Initiated an investor education and research framework, hosting exclusive online sessions covering private fund structuring, global market insights, and digital asset allocation.

    Introduced practical training courses in investment strategy and risk management for high-net-worth clients, enhancing their engagement in asset management.

  • 2024 Q2
    International Investment Collaboration

    Co-launched a green energy joint fund with partners in Singapore and New Zealand, completing the first overseas SPV allocation.

    Upgraded internal asset management and risk control systems, enabling digital integration of fund operations, client assets, and compliance monitoring.

  • 2023 Q4
    Cross-Border Structuring Services

    Rolled out Pre-IPO structuring advisory services for family offices and mid-sized enterprises, covering shareholder arrangements, governance restructuring, and capital exit planning.

    Formed a cross-border investment and financing team, integrating legal and tax advisory resources from Liechtenstein, Luxembourg, and Switzerland to deliver international structuring solutions.

  • 2023 Q3
    Prototype OTC Trading Platform

    Developed an over-the-counter matching mechanism for targeted transactions involving family business equity, digital asset shares, and LP interests in private equity funds.

    Launched the first institutional prototype for block trade matching, opening exit and transfer channels for illiquid assets.

  • 2023 Q2
    First Private Fund Launch

    Introduced the first specialized private fund for high-net-worth clients, focusing on artificial intelligence and digital infrastructure investments.

    Built a cooperation network with custodian banks in Germany and Luxembourg, as well as legal advisors for fund structuring, laying the foundation for cross-border fund operations.

  • 2023 Q1
    Official Launch

    Establishment: BVG was officially incorporated in early 2023 in Frankfurt am Main, serving as the core European asset management platform for Baker Brothers Advisors.

    Strategic Positioning: Defined the “Active Investment + Structured Allocation + Multi-Asset” development framework and began building the initial core team.

From its base in Frankfurt, BVG continues to expand its investment landscape through structured thinking and a global perspective— striking the balance between stability and innovation to provide strong, long-term wealth growth support for its clients.