# Joachim Herz Stiftung

Joachim Herz Stiftung is an Endowment / Foundation based in Hamburg, Germany.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Hamburg, Germany
- **Region:** Europe
- **Address:** Langenhorner Chaussee 384, 22419 Hamburg, Germany
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** joachim-herz-stiftung.de
- **LinkedIn:** https://www.linkedin.com/company/joachim-herz-stiftung

## Regulatory record

- **Reports private funds:** No

## About

The Joachim Herz Stiftung was established in 2008 following the death of Joachim Herz. Petra Herz, his widow, serves as Honorary Chairwoman. The foundation's endowment originates from Joachim Herz's 15 percent stake in Beiersdorf AG and his Tchibo shareholding, both previously held through the family vehicle Maxingvest AG. The foundation maintains a diversified securities portfolio of stocks and bonds that generates income for grant-making. It also owns timberland and a 2,700-acre mixed-use estate in Newton County, Georgia, plus a minority stake in Beiersdorf AG and a 25 percent interest in Competo Capital Partners GmbH alongside Körber Stiftung. Geographic exposure centers on Germany and the United States. Capital is allocated across public markets, direct real-asset holdings and select private-company investments rather than through external fund commitments. Andreas Meier has led asset management since 2024. The foundation employs legal counsel GvW Graf von Westphalen and maintains membership in BAI and LAV. It sponsors the Tech Impact Festival in Aachen and the Young Waterkant Festival in Kiel. The foundation reports annual grant-making of approximately 55 million USD focused on education and science. Ownership of Joachim Herz Stiftung Beteiligungsgesellschaft mbH provides the legal structure that separates philanthropic distributions from the underlying family wealth held at Maxingvest. This architecture keeps investment decisions inside the foundation while preserving the legacy stake in Beiersdorf as a continuing source of dividend income.

## Sectors

- Education
- Research
- Financial Services

## People

- Petra Herz — Honorary Chairwoman
- Andreas Meier — Head of Asset Management
- Katharina Copony — General Counsel & Compliance Officer

## Questions

### Who runs investment decisions at Joachim Herz Stiftung?

Andreas Meier serves as Head of Asset Management. Katharina Copony acts as General Counsel and Compliance Officer. Both roles are listed on the foundation's records.

### Does Joachim Herz Stiftung participate in fund commitments or only direct deals?

The foundation holds a diversified securities portfolio and direct positions in real assets and operating companies. It maintains a 25 percent ownership in Competo Capital Partners GmbH.

### What geographic regions does the foundation cover?

Primary operations and holdings are in Germany. Additional real-asset exposure exists in the United States through timberland and an estate in Georgia.

### How is Joachim Herz Stiftung related to Beiersdorf AG?

The foundation retains an indirect minority interest in Beiersdorf AG that originated from Joachim Herz's shareholding and continues to provide dividend income.

### Which professional networks does the foundation belong to?

It participates in BAI Bundesverband Alternative Investments and LAV Lateinamerika Verein e.V., where Andreas Meier sits on the management board.

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Last updated: 2026-06-03T20:00:00.000Z

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