LAIQON AG: directors' dealings · Germany · BaFin

About LAIQON AG

LAIQON AG is a German listed asset and wealth management group traded on Xetra/Frankfurt (DAX/MDAX/SDAX) in Germany. The company has evolved through a multi-year transformation and acquisition-led build-out, and it adopted the LAIQON AG name in January 2023. Its operational headquarters are in Hamburg, while the group also maintains a broader footprint across key German financial centres including Munich, Frankfurt and Berlin, reflecting a multi-site platform rather than a single-location manager. ([laiqon.com](https://laiqon.com/fileadmin/user_upload/LAIQON/03_Unternehmen/Investor_Relations/Finanzberichte_Dokumente/LAIQON_GB_2024_EN_geschuetzt.pdf)) LAIQON’s business model is organized around four segments: Asset Management, Wealth Management, Digital Wealth and Group. In Asset Management, the firm offers actively managed equity, fixed-income, mixed-asset and selected alternative strategies, alongside bespoke mandates for institutional clients. Wealth Management provides holistic and personalized portfolio management for high-net-worth individuals, foundations and family offices. Digital Wealth combines its LAIC and growney platforms, delivering digital portfolio solutions, robo-advisory capabilities and software-related services for investment management. The group also includes advisory and tokenization-related activities for financial products. ([laiqon.com](https://laiqon.com/fileadmin/user_upload/LAIQON/03_Unternehmen/Investor_Relations/Finanzberichte_Dokumente/LAIQON_GB_2024_EN_geschuetzt.pdf)) From a competitive standpoint, LAIQON positions itself as a premium specialist in asset and wealth management with a strong emphasis on active investing plus technology, especially artificial intelligence. Management highlights a focus on the German-speaking region, with a clear priority on Germany, while also serving Austria and Switzerland. That regional specialization, together with the integration of proprietary tech and digital investment tools, is one of the company’s main differentiators versus more traditional asset managers. ([laiqon.com](https://laiqon.com/fileadmin/user_upload/LAIQON/03_Unternehmen/Investor_Relations/Finanzberichte_Dokumente/LAIQON_GB_2024_EN_geschuetzt.pdf)) Recent corporate developments are material. In late 2024, the Joachim Herz Foundation became a strategic anchor shareholder, providing long-term support for the group’s growth agenda. In early 2026, LAIQON announced a refreshed leadership team to support its GROWTH 28 strategy. In March and April 2026, the company also disclosed a long-term refinancing and recapitalization package for 2026/31, together with a cost-reduction program. As of 31 March 2026, assets under management had risen to roughly EUR 9.8 billion, indicating strong underlying momentum. The partnership with Amundi to launch an active AI ETF for Europe further underscores LAIQON’s innovation-led positioning. ([laiqon.com](https://laiqon.com/newsroom/presse-news/pressemitteilungen/details/laiqon-ag-umsetzung-langfristiger-konzernfinanzierung-2026-31/?utm_source=openai))