- Robust real asset track record and expertise in aviation, real estate and infrastructure
- Head office in Gruenwald near Munich with offices in Frankfurt a/Main, London, Vienna and Ljubljana
- 53 years of market experience
- More than 390 funds placed since inception
- AUM & AUA of EUR 15.2 bn
- 345 employees serving 57,000 investors
- 22 funds for institutional investors
- 27 active mutual funds for retail investors
- Leading insurance/financial group in Slovenia and Adria region
- 28 subsidiaries and 14 associated companies
- 5.300 employees
- Ratings: A/stable outlook (S&P Global Ratings, A.M. Best)
- AUM of EUR 2.825 bn in insurance portfolios and own funds
- Investment funds & discretionary mandate assets AUM of EUR 1.028 bn
- Listed company with 31% free float out of which 17% international shareholders
Ownership structure
KGAL
Triglav
Dedicated Sponsors provide:
- Global reach through Triglav and KGAL
- Proprietary access to large diversified asset portfolio
- Strong balance sheet of Trigal and alignment of interest through up to EUR 25m equity for co-investment
- Stellar in-house asset know-how with “seen-it-all situations” for real assets
- Operational asset capability
- Value oriented culture of excellence and long-term oriented approach
- Extensive proven track-record and performance