Berenberg and Lurse Secure First Joint OCIO Mandate for German Corporate Pension Plan
Berenberg and Lurse have clinched their first full-scale Outsourced Chief Investment Office (OCIO) mandate since announcing their strategic partnership in late 2024. The client, a German corporation with a Contractual Trust Arrangement (CTA) pension plan overseeing hundreds of millions in assets, will leverage Berenberg's investment strategy expertise and Lurse's administrative capabilities.
The collaboration reflects growing institutional demand for integrated OCIO solutions, particularly for occupational pensions requiring compliant CTA structures. "This mandate validates our approach to delivering high-quality, modular solutions," said a spokesperson, highlighting the accelerating shift toward external OCIO models in pension management.