Background

Founded on a single principle.

Boldt & Co. GmbH was established in Hamburg to address a specific gap: independent, product-neutral information on how portfolio managers are selected and monitored. The firm does not distribute financial products and does not accept placement fees from asset managers.

Materials published on this site describe methodology, criteria, and governance practices relevant to manager selection for private and institutional mandates.

Documents and financial reports on a desk
Principles

How the firm defines independence.

No Commissions

No compensation is accepted from asset managers, fund providers, or custodians referenced in published material.

No Proprietary Products

The firm does not manufacture or distribute funds, structured products, or discretionary mandates of its own.

Published Methodology

The criteria applied to manager evaluation are described on this site rather than held as proprietary intellectual property.

Advisory team in discussion
Governance

Organizational structure.

Boldt & Co. GmbH is registered under German company law (GmbH) and is headquartered at Neuer Wall 1, 20354 Hamburg. Internal governance separates research and evaluation activity from any external business development function to preserve independence.

Content on this site is provided for information purposes only. It does not constitute investment advice, a recommendation, or an offer to conclude any transaction.