Custody & banking partners
Your assets stay at your own bank.
Helfenstein Group never holds client assets. Your securities and cash stay in an account in your own name at a custodian bank you choose, which reports to you directly; we provide portfolio management and advice on top of it.
We help you choose a custodian, compare what each one charges and make sure the reporting is clear. Custody and transaction fees are set and charged by your bank, never by us.
What we do for you
Assets in your name
Segregated custody at a bank you choose, under your control.
Choosing a custodian
A like-for-like comparison of custody terms and service.
Mortgages
Financing arranged on comparison-tested terms.
Security
Multi-factor access and the fraud monitoring your bank provides.
Your preferred banks
Clients can hold assets at major European banks — including leading German, Dutch and Nordic institutions:
Deutsche Bank AG
Frankfurt · Germany
Commerzbank AG
Frankfurt · Germany
DZ BANK AG
Frankfurt · Germany
UniCredit Bank GmbH
München · Germany
Landesbank Baden-Württemberg
Stuttgart · Germany
ING Bank N.V.
Amsterdam · Netherlands
ABN AMRO Bank N.V.
Amsterdam · Netherlands
Coöperatieve Rabobank U.A.
Utrecht · Netherlands
Nordea Bank Abp
Helsinki · Nordics
Danske Bank A/S
Copenhagen · Nordics
Skandinaviska Enskilda Banken AB
Stockholm · Nordics
Swedbank AB
Stockholm · Nordics
DNB Bank ASA
Oslo · Nordics
Svenska Handelsbanken AB
Stockholm · Nordics
Assets stay in the client’s name at the chosen bank, segregated from our operating accounts. No commingling of funds.
The custodian is chosen with you; not every mandate uses every bank. Custody and transaction fees are charged by the bank, never by us. Helfenstein Asset Management AG does not hold client assets.
General information only. Nothing on this page constitutes personalised investment, tax or legal advice. Helfenstein Group does not hold client assets; all custody stays with the bank you choose, under your control. Decisions should be based on your own circumstances and, where appropriate, on a written analysis from a qualified adviser.
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