CALA KVGEinzelmandat
Dedicated portfolio for a single institutional or private client with bespoke Anlagegrundsätze and direct PM reporting.
Every CALA mandate is governed from Krumbach with treuhänderische Verantwortung, documented investment guidelines, and BaFin-aligned reporting cadence.
As a Kapitalverwaltungsgesellschaft, we administer segregated client assets under written Anlagegrundsätze — not discretionary promises, but binding governance frameworks reviewed quarterly.
Our Krumbach operations team maintains separate books for each mandate, with four-eyes approval on every allocation shift above defined Schwellenwerte.
Institutional pension trustees, Stiftungen, and family offices receive KAGB-compliant NAV statements, risk attribution, and direct access to our Compliance function.
Documented investment principles signed by client and KVG before capital acceptance — defining asset bands, liquidity floors, and ESG boundaries.
Client interests precede firm interests. Conflicts are logged, disclosed, and resolved through our independent Compliance Committee.
VaR limits, concentration caps, and stress scenarios reviewed weekly — aligned with KAMaRisk expectations for external KVGs.
Bavarian operational discipline: same-day trade reconciliation, T+1 settlement monitoring, and audit-ready documentation trails.
Dedicated portfolio for a single institutional or private client with bespoke Anlagegrundsätze and direct PM reporting.
Administration and risk oversight for closed-end Spezial-AIF structures under § 284 KAGB.
Liquidity and reserve management for Mittelstand corporates with defined duration and credit-quality bands.
Long-horizon capital preservation for foundations with spend-rate constraints and ethical investment screens.
We review Anlagegrundsätze and onboarding documentation before any capital transfer. Initial consultation at our Krumbach office is complimentary.
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