Institutional Partnerships

We believe in the power of strategic partnerships and work with other organisations in flexible ways. With many years of experience as a specialist provider of financial solutions focusing on the requirements of institutional clients, we are ideally placed to help your business prosper.

Whether you are a private bank, asset manager, independent financial adviser, family office or law firm, we will work together to meet a range of challenges:

  • Broaden your own offering to attract new clients and strengthen existing relationships.
  • Arrange financing solutions for your existing clients that you are unable to provide.
  • Generate liquidity for your clients so they can invest in new opportunities.

Confidentiality and trust

We understand the value of trust, and we will maintain the confidentiality of your client relationships throughout the lifetime of their financial transactions and beyond. Through our robust due diligence processes, you will have the reassurance that their finances are being handled with care and attention to detail.

We cover the niche between retailer and wholesaler, which separates us from many other asset finance providers. We are not an asset manager, which means we are not a competitor but a partner to complement your services. As experts in the markets in which we operate, we offer tailor-made solutions that match the individual needs and objectives of your clients.

Key Features

  • Ability to provide financing solutions tailored individually to your clients
  • A commercially focused approach to working with institutional partners in order to help expand your business
  • We offer a flexible approach by either arranging loans to your clients through you as a partner bank or working with them directly
  • Ability to use parts of the ‘know your customer’ and solvability assessment to speed up the loan process
  • Environmental, social and governance (ESG) principles are integral to all our processes and guide our decisions
Dr. Marcel Morschbach
Dr. Marcel Morschbach
Member of the Board

Dr. Marcel Morschbach acts as Member of the Management Board since August 2020 and has been responsible for Finance, Compliance, Credit and Risk Control. Since October 2021 he has taken on responsibility for the Market Division and the Legal, HR and Internal Audit functions. Previously, Marcel was a board member at net-m Privatbank 1891 AG and at Quirin Privatbank AG. Before, Marcel acted as Senior Advisor with a leading German Bank consultancy firm (zeb Rolfes Schierenbeck), based on his long-standing experience as Chief Executive in US, Irish and German bank groups, both domestic and abroad.

Between 2009 and 2014, Marcel was lecturing in International Economics, International Strategic Management and Multinational Management at RheinMain University of Applied Sciences. He has written numerous publications on Banking and Finance and has given guest lectures at several European universities and universities of applied sciences. After his studies in Berlin and Toronto, Marcel was awarded a doctorate at TU Berlin based on his thesis on Canadian Banking.

Our process

  1. Explore
    We will take the time to determine what type of products could benefit your business
  2. Design
    We will develop financial solutions that are tailored to your clients’ individual needs
  3. Partner
    We will continue to support your business and clients with new opportunities