• Added value needs confidence

Wealth Management

For both of our institutional and private clients we provide professional support in financial matters.

The extensive know-how existing in our group companies has been pooled in one separate company. Our services range from financial analysis and investment consulting to financial intermediary services. This enables us to service and advise our clients in all financial matters from one single source. 

We are a financial service provider authorized in accordance with Section 32 KWG [German Banking Act] with permission for investment consulting, investment and acquisition brokerage, proprietary business, financial portfolio management, finance leases and factoring, and we are independent of product and corporate interests. 

On this basis, we act exclusively in your interest, and do not regard ourselves as a mere product supplier but as a solutions provider and problem solver. 

Our consultants are distinguished by their special know-how in the field of pensions. They draw upon a proprietary research. This increases our independence and strengthens the active risk management which we are happy to provide to you.  

Transparency is the guiding principle in the cooperation with all our clients. Nothing will be done without first being discussed in detail with you.  We assist you individually and are available at all times.