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Global Advice Family Office GmbH
Frankfurt, Germany
A
251-500 Employees
1990
Key takeaway
The company emphasizes the importance of personalized wealth management advice tailored to unique goals, highlighting their innovative approach that integrates various asset management areas. With a focus on building strong relationships between families and trusted service providers, they offer proactive support in protecting and growing family assets through strategic investment and allocation.
Reference
Service
Wealth Management Advice - Global Advice
Investment strategy Investment advice Asset allocation Private banks relationship management Private equity Private debt Debt syndication portfolio lending
DSER
Görlitz, Germany
A
11-50 Employees
2006
Key takeaway
The company, niiio finance group AG, develops and operates software solutions specifically for Private Banking and Wealth Management, aiming to digitalize the entire value chain and provide a comprehensive service to clients. Their cloud-based platform, munio, offers an all-in-one solution that addresses the complete process of wealth management.
Reference
Product
Private Wealth Management - DSER GmbH EN
European Bank for Financial Services GmbH
Aschheim, Germany
A
251-500 Employees
-
Key takeaway
FNZ is a global platform provider in the wealth management sector, offering comprehensive services in investment and financial portfolio management for various financial institutions. With a mission to enable wealth creation for all, FNZ provides a wide range of solutions aimed at facilitating asset accumulation.
Reference
Core business
FNZ Group for opening up wealth
FNZ ist der globale Plattformanbieter für Wealth und Asset Management. Das Ziel: Gemeinsames Wachstum für einen leichteren Vermögensaufbau. Mehr erfahren.
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Monaco Asset Management
Munich, Germany
A
11-50 Employees
1999
Key takeaway
Monaco Asset Management specializes in independent wealth management for both private and institutional clients. Their competitive advantage lies in strategic joint ventures that provide instant access to comprehensive client reporting and real-time portfolio analysis, enhancing risk management capabilities.
Reference
Core business
Home - Monaco Asset Management
BeeWyzer GmbH
Berlin, Germany
A
1-10 Employees
2020
Key takeaway
BeeWyzer offers a comprehensive approach to wealth management, providing advanced training that empowers individuals to make informed decisions about their wealth. With a focus on sustainable investing, family governance, and risk management, BeeWyzer equips clients with the knowledge and skills necessary to navigate complex wealth issues independently.
Reference
Core business
About
Sustainable-Investing Family-Governance Risk-Management robustness-of-wealth wealth-enabling-training Protecting wealth across generations online training
WEALTHGATE GmbH Family Office
Schwäbisch Hall, Germany
A
11-50 Employees
2018
Key takeaway
The WEALTHGATE GmbH Family Office offers tailored wealth management services, including personalized investment advice and financial controlling, specifically designed to meet individual client needs. With a strong focus on high-net-worth clients and collaboration with renowned tax firms, they provide unique expertise to ensure financial success.
Reference
Service
Vermögensverwaltung | WEALTHGATE
LeX-Wealth
Frankfurt, Germany
A
1-10 Employees
2022
Key takeaway
LeX-Wealth specializes in providing tailored wealth management solutions for expats in Germany, focusing on their pension, savings, and insurance needs. Their commitment to personalized service and independent advice ensures clients receive the best possible solutions tailored to their specific financial goals.
Reference
Service
Services | LeX-Wealth
REHWALD ASSOCIATES GMBH
Königstein im Taunus, Germany
A
1-10 Employees
2011
Key takeaway
The company, REHWALD ASSOCIATES GmbH, specializes in financial services with a focus on asset and wealth management.
Reference
Service
Asset & Wealth Management – REHWALD ASSOCIATES GmbH
Janzen & Co.
Frankfurt, Germany
A
1-10 Employees
2004
Key takeaway
Janzen & Co. specializes in value-focused property asset management, offering a comprehensive range of services for both commercial and residential properties. They emphasize sustainable and impactful wealth management through tailored real estate investment and asset management solutions.
Reference
Core business
Your Real Estate Office in Germany - Janzen & Co.
We design bespoke solutions for your property Investment, asset and property management in Germany.
PORT BRAE WEALTH MANAGEMENT LIMITED
Germany
A
1-10 Employees
-
Key takeaway
Port Brae Wealth Management offers a comprehensive range of services designed to help clients build, grow, protect, and preserve their wealth. They provide personalized financial advice and tailored solutions to meet individual or business needs.
Reference
Core business
Port Brae Associates Ltd | Financial Adviser | Peebles
Technologies which have been searched by others and may be interesting for you:
When exploring the Wealth Management industry in Germany, several key considerations emerge. The regulatory landscape is crucial, as Germany adheres to strict financial regulations governed by the Federal Financial Supervisory Authority (BaFin) and European Union directives. Compliance with these regulations is essential for any firm operating in this sector. Understanding the competitive landscape is also important; the market is dominated by established banks and asset management firms, but there is a growing presence of fintech companies that offer innovative solutions, which presents both challenges and opportunities. Environmental, Social, and Governance (ESG) factors are becoming increasingly relevant, as clients are more inclined to invest in sustainable and socially responsible portfolios. Additionally, the wealth management sector in Germany is influenced by demographic changes, with an aging population seeking retirement solutions and younger clients interested in digital investment platforms. Global market relevance cannot be overlooked, as Germany serves as a critical hub within Europe, attracting international investors. The industry's ability to adapt to technological advancements, client expectations, and economic fluctuations is vital for long-term success. Researching firms requires an understanding of their investment strategies, fee structures, and client engagement practices to ensure alignment with personal or institutional financial goals.
Some interesting numbers and facts about your company results for Wealth Management
| Country with most fitting companies | Germany |
| Amount of fitting manufacturers | 120 |
| Amount of suitable service providers | 402 |
| Average amount of employees | 11-50 |
| Oldest suiting company | 1990 |
| Youngest suiting company | 2022 |
Some interesting questions that has been asked about the results you have just received for Wealth Management
What are related technologies to Wealth Management?
Based on our calculations related technologies to Wealth Management are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Who are Start-Ups in the field of Wealth Management?
Start-Ups who are working in Wealth Management are LeX-Wealth
Which industries are mostly working on Wealth Management?
The most represented industries which are working in Wealth Management are Finance and Insurance, Other, Real Estate, Consulting, IT, Software and Services
How does ensun find these Wealth Management Companies?
ensun uses an advanced search and ranking system capable of sifting through millions of companies and hundreds of millions of products and services to identify suitable matches. This is achieved by leveraging cutting-edge technologies, including Artificial Intelligence.