Versorgungswerk der Steuerberater im Land Nordrhein-Westfalen

Versorgungswerk der Steuerberater im Land Nordrhein-Westfalen

Founded in 1998 to serve tax advisors in North Rhine-Westphalia, the fund now administers pension obligations for four additional professional groups under one Düsseldorf roof: the tax advisor schemes of Hesse, Rhineland-Palatinate, and Saxony, plus the Thuringian tax advisor fund, which joined by state treaty. This multi-entity administrative consolidation operates with a single investment team, pooling assets and lowering overhead relative to standalone peer funds. The listed portfolio spans direct real estate, infrastructure co-investments, private equity, and precious metals. On the real-asset side, Karin Braun holds a direct commercial property at Pempelforter Straße 11 in Düsseldorf. The fund also participates in infrastructure debt: a Rail Equipment GmbH & Co KG green loan portfolio in Austria, co-financed with the Altersversorgungswerk der Zahnärztekammer Niedersachsen and Deutsche Rückversicherung AG. Philipp Hocks sources both public equity and private equity commitments, operating alongside a fund-of-funds overlay that expands access to external managers. The investment team runs lean — four named professionals covering real estate, infrastructure, public/private equity, and overall capital allocation under Managing Director Ariane Plankermann. Professional headcount beyond the investment function is not publicly disclosed. The fund is a signatory to the UN Principles for Responsible Investment and a member of the Arbeitsgemeinschaft berufsständischer Versorgungseinrichtungen, the umbrella body for German professional pension funds. The structural differentiator is the administrative consolidation model. By managing schemes for Hesse, Rhineland-Palatinate, Saxony, and Thuringia alongside North Rhine-Westphalia, the fund achieves portfolio scale that a single-state tax advisor scheme would not reach on its own. This shared-services architecture allows the internal team to allocate directly to real assets — rather than relying purely on external mandates — while maintaining separate liability pools for each participating pension fund.