Team
Investing With Entrepreneurs
The managing partners, Constantin von Kageneck-Schlick and Markus Lemkis, have extensive experience in different divisions of investment banking, private banking and asset management. In addition, they are supported by an excellent senior board.
Further founding partner is an entrepreneur family which is invested in KJL Capital funds and other investment strategies.
Constantin von Kageneck-Schlick
Portfolio Management
Studied Business Administration at Hochschule Fresenius. After different positions in investment banking, he was responsible for advising institutional clients in the field of structured investment solutions at Bank Vontobel.
Markus Lemkis
Portfolio Management
Worked in private banking at renowned banks, consulting and managing numerous private as well as corporate clients for over ten years. At his last position, he was responsible for the development of a private banking unit as well as for the launch of a fund at Sparkasse Offenburg Ortenau.
Martin Lenger
Portfolio Management
studied philosophy and economics with a quantitative profile at the University of Bayreuth. His main areas of study were empirical economic research and international trade. After completing his master's degree, he gained professional experience in investment banking at Bank Vontobel.
Adisory Board
Julien Florian Jensen studied International Business Administration at WHU - Otto Beisheim School of Management. After different positions in investment banking and fund management in Frankfurt and Hong Kong, he worked in Equity Derivatives Trading/ Risk Management at Bank Vontobel before founding KJL Capital.
From 1998 until 2010, Wolfgang Jensen was Managing Director and Head of Capital Markets at Bank Sal. Oppenheim Jr. & Cie. KGaA, where he also supervised the field of Special Transactions and Corporate Banking. Beforehand, Mr. Jensen worked at Deutsche Bank AG/ Deutsche Morgan Grenfell for 13 years and was jointly responsible for the domestic equity market division. Mr. Jensen is a fully qualified lawyer and is currently working as an attorney.
Dr. Daniel Willmann is founding partner and board member of Ultramarin and Ultramarin Capital. Daniel is responsible for business development, investment processes, risk management and sales. Before founding Ultramarin, he worked at various professional services organisations in Munich and Frankfurt and was a scientific research assistant at RWTH Aachen. Daniel holds a B.Sc. in Business Studies from WHU – Otto Beisheim School of Management and the Stephen M. Ross School of Management. In addition he holds a M.Sc. from the London School of Economics and has been recognized for academic excellence with the Anthony Hopwood Award. Daniel holds a PhD summa cum laude from RWTH Aachen and Wharton Business School.
Investment Board
Hermann Vogt worked as a fund manager in Frankfurt from 2008 to 2021. Prior to that, he held responsible management positions at renowned credit institutions during more than 20 years of activity in bond trading and public finance.
Andreas Gautsch was a fund manager at a Frankfurt-based fund boutique from 2010-2021. Prior to that, he spent 24 years at Commerzbank AG in fixed income trading and treasury, where he was responsible for liquidity management and Treasury Europe.
Carsten Samusch was a member of the Managing Board at BAWAG from 2007-2010 and was responsible for the bank's treasury. Before that, he was a member of the Executive Board of Deutsche Pfandbrief Bank AG from 2002 to 2005. In addition, he was responsible for various trading departments at Commerzbank AG from 1986 onwards.
Partner
Ultramarin
Berlin-based Ultramarin GmbH develops quantitative investment strategies based on machine learning technologies. The implementation in investment products is carried out by Ultramarin Capital GmbH. The interdisciplinary team from the fields of finance, computer and data science as well as mathematics, physics and neuroscience works on holistic models capturing the complex dynamics of influencing variables and interdependencies on financial markets and blend them with the best practices of modern asset management. Founded in 2017, the company is embedded in the worldwide knowledge development in the field of artificial intelligence and is already one of the opinion leaders in the application area of asset management.
Refinitiv
Data and Technology Partner: Refinitiv, an LSEG (London Stock Exchange Group) company, is one of the world's largest providers of financial market data and infrastructure. With revenues of $6.25 billion, Refinitiv supports more than 40,000 customers and 400,000 end users in 190 countries. By combining a unique open platform with world-class data and expertise, we open choice and opportunity - driving performance, innovation and growth for our customers and partners. As part of LSEG, we can draw on the strength and stability of a company that is more than 300 years old and contribute to positively shaping a sustainable financial world.
BN & Partners
BN & Partners is a liability umbrella and counts as one of the specialists in this sector. We feel closely related to the independent consultancy market while offering services for qualified consultants, financial sales companies and financial planners. We support our client groups in planning and implementation of a registration pursuant to KWG, offering individual advice and numerous professional modules from our three businesses: financial services, private banking and investment banking. We support clients in the field of legal framework, technology and execution, as well as in extended services with own management models, private label funds, certificates and targeted sales support in the area of Marketing and Public Relations. We start, where others stop.
V-Bank
V-BANK is the leading partner in Germany for custody and account management as well as securities settlement for independent asset managers and selected clients such as family offices.
HANSAINVEST
HANSAINVEST Hanseatische Investment-GmbH was founded in 1969 and is a capital management company which is part of the SIGNAL IDUNA Group. As independent service KVG??? for real and financial assets, the company provides a diverse service portfolio for the administration of liquid and illiquid assets classes. The company`s headquarters is situated in Hamburg, another office is located in Frankfurt. In addition, HANSAINVEST is represented through a subsidiary in Luxembourg. Assets of approximately 260 public funds and of almost 120 funds at a value of almost 42 billion euros are currently administered by 200 employees. In 2018, HANSAINVEST was named “Best Service KVG” by the “Private Banker” magazine for the fourth time in a row. (Date of data: March 31st, 2020).
DONNER & REUSCHEL
DONNER & REUSCHEL AG, based in Hamburg and Munich, is known as one of the most traditional financial institutes in Germany. The banking house, belonging to the Signal Iduna Group, considers itself as lifetime partner for financial matters. Key business segments incorporate private banking, financial services for institutional clients as well as asset management and the support of independent asset managers and other financial intermediaries. At the end of 2019 DONNER & REUSCHEL reported a total balance sheet of 4.5 billion euros.
LEGAVIS Rechtsanwälte
LEGAVIS is a law firm specializing in the areas of inheritance law, corporate law, tax law and is a leader in the establishment and support of foundations.
Fondsdepot Bank
Over 1 million people trust us to hold their funds in safekeeping. We work with over 200 distribution partners, including Germany's largest insurance and financial distributors. The result: no other fund platform manages as much customer assets (as of 1 August 2021, over 58 billion euros) as we do.
Since our company was founded in 1993, we have been able to support our partners and clients with our services for trading and safekeeping fund units. In doing so, they can not only rely on our all-round mastery of our business, but can also offer them our service at a favourable price.