Wealth management companies in Germany focus on assisting individuals and families in managing their financial assets. They offer services such as portfolio management, financial planning, estate management, and retirement advice. As the industry evolves, there is increased emphasis on sustainable investing and technological integration, with firms leveraging digital platforms for better service delivery. Wealth managers are adapting to clients' needs for transparency and tailored solutions, reflecting broader changes in consumer expectations. With an increasing number of high-net-worth individuals, Germany's wealth management sector continues to grow, offering innovative products and strategies to ensure capital preservation and growth.

This list highlights 20 wealth management companies across Germany, ranging in size from small establishments to those with several hundred employees. Many were founded in the late 20th century, servicing a mix of high-net-worth individuals, families, and corporate clients. They primarily operate in metropolitan areas like Hamburg, Frankfurt, and Berlin. Each firm specializes in asset management and financial advisory services, emphasizing personalized approaches to client needs. With a focus on sustainable investing, companies like Deutsche Oppenheim and HQ Trust set themselves apart through specialized offerings and innovative strategies, reflecting the nuances in clients’ financial goals.

Continue reading to discover the top wealth management companies in Germany.

Top 20 Wealth Management Companies in Germany

1. Deutsche Oppenheim Family Office AG

• Website: deutsche-oppenheim.de
• Ownership type: Corporate
• Headquarters: Neunkirchen, North Rhine-Westphalia, Germany
• Employee distribution: Germany 100%
• Latest funding: December 2016
• Founded year: 1988
• Headcount: 51-200
• LinkedIn: deutsche-oppenheim-family-office

Deutsche Oppenheim Family Office AG, founded in 1988 and based in Neunkirchen, North Rhine-Westphalia, Germany, is a wealth management firm dedicated to serving high-net-worth individuals and families. The company offers a comprehensive suite of financial services, including asset management, investment advice, and succession planning. Their approach is characterized by tailored strategies that aim to help clients effectively manage and grow their wealth across generations. With a team of approximately 54 employees, Deutsche Oppenheim focuses on providing regular and transparent management of client assets, ensuring that clients have a clear understanding of their financial standing. The firm also places a strong emphasis on sustainability, integrating environmental, social, and governance (ESG) considerations into their investment strategies. This commitment to responsible investing is increasingly important in today's financial landscape. Deutsche Oppenheim's expertise in real estate and corporate stakeholdings further enhances their service offerings, allowing them to advise clients on a range of investment opportunities. Overall, the firm is well-positioned to meet the needs of its clientele in a dynamic financial environment.

2. VZ VermögensZentrum Deutschland

• Website: vermoegenszentrum.de
• Ownership type: Private
• Headquarters: Flensburg, Schleswig-Holstein, Germany
• Employee distribution: Germany 100%
• Founded year: 1993
• Headcount: 51-200
• LinkedIn: vz-verm%c3%b6genszentrum-gmbh

VZ VermögensZentrum Deutschland, based in Flensburg, Schleswig-Holstein, is a private financial advisory firm that has been operational since 1993. The company specializes in wealth management, retirement planning, and estate planning, offering services designed to help individuals and families effectively manage their financial futures. With a team of experienced advisors, VZ VermögensZentrum provides personalized consultations that cater to the unique needs of each client. Their services include retirement planning, investment management, tax advice, and estate planning, ensuring a comprehensive approach to financial well-being. The firm has garnered recognition for its high-quality advisory services, receiving awards such as "Bester Vermögensverwalter Deutschlands" and "Trusted Wealth Manager." This recognition underscores their commitment to excellence in financial advisory services, making them a notable entity in the wealth management industry.

3. HQ Trust GmbH

• Website: hqtrust.de
• Ownership type: Family Owned
• Headquarters: Bad Homburg, Hesse, Germany
• Employee distribution: Germany 100%
• Founded year: 2006
• Headcount: 51-200
• LinkedIn: hq-trust-gmbh

HQ Trust GmbH, established in 2006 and based in Bad Homburg, Germany, operates as a multi-family office. It specializes in wealth management and investment services, primarily serving high-net-worth individuals, families, and institutional clients. The firm is family-owned and emphasizes a personalized approach to asset management, ensuring that each client receives tailored financial strategies and risk management solutions. HQ Trust is known for its expertise in alternative investments, including private equity and hedge funds, and has a long-standing history of managing significant family wealth. The company prides itself on being independent and free from conflicts of interest, which is crucial in the financial services industry. With a dedicated team of experienced professionals, HQ Trust aims to provide comprehensive wealth management solutions that adapt to the evolving needs of its clients.

4. Finvia

• Website: finvia.fo
• Ownership type: Private Equity
• Headquarters: Frankfurt, Hesse, Germany
• Employee distribution: Germany 97%, Brazil 3%
• Latest funding: $22.0M, March 2022
• Founded year: 2020
• Headcount: 51-200
• LinkedIn: finvia

Finvia is a private equity-backed wealth management firm based in Frankfurt, Germany, founded in 2020. The company specializes in providing comprehensive financial services, including family office solutions, investment management, and alternative investments. With a team of around 62 professionals, Finvia serves high-net-worth individuals and institutions, offering tailored investment strategies designed to grow and manage wealth effectively. Their service portfolio includes liquid assets management, private equity, venture capital, and real estate investments, among others. Finvia has positioned itself as a modern multi-family office, leveraging technology to enhance client experience and reporting. The firm manages approximately 7 billion euros in assets, reflecting its growing influence in the wealth management sector. In March 2022, Finvia secured funding of over 21 million euros, further supporting its expansion and service offerings.

5. Flossbach von Storch

• Website: flossbachvonstorch.de
• Ownership type: Private
• Headquarters: Neunkirchen, North Rhine-Westphalia, Germany
• Employee distribution: Germany 87%, Luxembourg 9%, Other 4%
• Founded year: 1998
• Headcount: 201-500
• LinkedIn: flossbach-von-storch

Flossbach von Storch SE is an asset management firm based in Neunkirchen, North Rhine-Westphalia, Germany. Established in 1998, the company specializes in investment funds and wealth management services, catering to both private clients and institutional investors. With a workforce of approximately 307 employees, Flossbach von Storch focuses on creating tailored investment strategies that promote financial independence and security. Their investment philosophy is built around five core principles: diversification, quality, flexibility, solvency, and value, which they refer to as the Flossbach von Storch Pentagram. This framework is designed to reduce the risk of permanent capital loss while aiming for long-term, adequate returns. The firm also emphasizes responsible investing, integrating sustainability into their investment processes. They offer a range of products, including multi-asset, bond, and equity funds, and have developed a digital platform, Flossbach von Storch ONE, to enhance accessibility to their wealth management services. Their commitment to education and community engagement further underscores their role in the financial services sector.

6. private banking magazin

• Website: private-banking-magazin.de
• Ownership type: Family Owned
• Headquarters: Hamburg, Hamburg, Germany
• Employee distribution: Germany 100%
• Founded year: 2011
• Headcount: 51-200
• LinkedIn: private-banking-magazin

Private Banking Magazin, based in Hamburg, Germany, is a family-owned financial services company established in 2011. It specializes in private banking and wealth management, catering to high-net-worth individuals and institutional investors. The firm offers a comprehensive range of services, including financial planning, estate planning, and investment advice. Additionally, it provides valuable insights and resources that help clients navigate the complexities of wealth management. The company is known for its performance evaluations of wealth managers, which assist clients in making informed decisions about their investments. With a dedicated team and a focus on the financial services sector, Private Banking Magazin remains a relevant player in the wealth management industry.

7. quirion

• Website: quirion.de
• Ownership type: Corporate
• Headquarters: Berlin, Berlin, Germany
• Employee distribution: Germany 100%
• Latest funding: September 2021
• Founded year: 2013
• Headcount: 11-50
• LinkedIn: quirion-ag

quirion, founded in 2013 and based in Berlin, Germany, is an investment management and financial advisory company that specializes in offering a range of services tailored to individual investors. Their offerings include ETF portfolios, retirement planning, and thematic investments, all designed to help clients manage their wealth effectively. quirion stands out for its commitment to structured investment strategies, utilizing scientific insights to guide portfolio management. The firm has gained recognition in the industry, notably achieving the first place in Stiftung Warentest's evaluations, which underscores its credibility and effectiveness. With a workforce of around 43 employees, quirion operates entirely within Germany, providing both digital and personal advisory services across multiple locations. Their innovative approach includes the use of a smart AI advisor, enhancing the client experience and making investment management more accessible.

8. Spiekermann & CO AG

• Website: spiekermann-ag.de
• Ownership type: Private
• Headquarters: Guderhandviertel, Lower Saxony, Germany
• Employee distribution: Germany 100%
• Founded year: 2001
• Headcount: 11-50
• LinkedIn: spiekermann-co-ag

Spiekermann & CO AG, founded in 2001 and based in Guderhandviertel, Lower Saxony, Germany, is a private wealth management firm with a dedicated team of approximately 35 employees. The company specializes in financial planning and investment management, catering to individuals, businesses, and organizations. Their services include classic asset management, risk profile analysis, and tailored financial strategies aimed at optimizing clients' financial situations. Spiekermann & CO AG operates with a strong focus on independence, ensuring that their advice is free from conflicts of interest. They have established a reputation for providing personalized service, which is reflected in their commitment to understanding each client's unique financial goals. The firm also engages in foundation management, further showcasing their expertise in managing complex financial needs. With locations in Osnabrück, Münster, Bielefeld, and Nordhorn, they maintain a strong presence in the German market, emphasizing their local expertise and client-centric approach.

9. Hansen & Heinrich AG

• Website: hansen-heinrich.de
• Ownership type: Family Owned
• Headquarters: Berlin, Berlin, Germany
• Employee distribution: Germany 100%
• Founded year: 2001
• Headcount: 11-50
• LinkedIn: hansen-%26-heinrich-ag

Hansen & Heinrich AG, established in 2001 and based in Berlin, Germany, is a family-owned wealth management firm. With a team of approximately 42 employees, the company specializes in providing comprehensive financial services tailored to the unique needs of its clients. Their offerings include asset management, estate planning, real estate services, and personalized financial advice. Hansen & Heinrich serves a clientele that includes diplomats, entrepreneurs, and families, emphasizing a commitment to individualized service. The firm operates across multiple locations in Germany, including Berlin, Frankfurt, Düsseldorf, and Kempten, and prides itself on its expertise in navigating complex financial landscapes. Their approach combines a deep understanding of client needs with a focus on sustainable wealth management practices.

10. Laureus Ag Privat Finanz

• Website: laureus-ag.de
• Ownership type: Private
• Headquarters: Neunkirchen, North Rhine-Westphalia, Germany
• Employee distribution: Germany 100%
• Founded year: 2004
• Headcount: 11-50
• LinkedIn: laureus-ag-privat-finanz

Laureus Ag Privat Finanz, founded in 2004 and based in Neunkirchen, North Rhine-Westphalia, Germany, is a private financial advisory firm that specializes in wealth management and private banking. With a team of around 25 employees, the company focuses on providing tailored financial services to affluent individuals and families. Their offerings include investment advice, asset management, wealth preservation strategies, and estate planning. Laureus Ag emphasizes a personalized approach, ensuring that each client receives a financial plan that aligns with their unique needs and goals. The firm is dedicated to maintaining high standards of service and expertise, employing certified financial planners and European financial advisors to guide clients through their financial journeys. Their commitment to client satisfaction and long-term relationships is evident in their detailed analysis and ongoing support throughout the wealth management process.

11. FV Frankfurter Vermögen AG

• Website: frankfurter-vermoegen.com
• Ownership type: Private
• Headquarters: Bad Homburg, Hesse, Germany
• Employee distribution: Germany 89%, Spain 11%
• Founded year: 2017
• Headcount: 11-50
• LinkedIn: frankfurter-verm%c3%b6gen---fv-frankfurter-verm%c3%b6gen-gmbh---verm%c3%b6gensverwaltung-im-taunus

FV Frankfurter Vermögen AG, based in Bad Homburg, Hesse, Germany, is a private financial services company that specializes in asset management and investment advisory. Established in 2017, the firm has quickly carved out a niche in the wealth management sector, offering tailored investment strategies to meet the unique financial goals of private individuals, institutional clients, and businesses. The company provides a comprehensive suite of services, including portfolio management, various investment funds, and family office solutions. FV Frankfurter Vermögen AG is also committed to sustainability, integrating ESG criteria into their investment processes. Their focus on personalized client service and innovative investment solutions positions them as a relevant player in the wealth management industry.

12. Plutos Vermögensverwaltung AG

• Website: plutos.de
• Ownership type: Private
• Headquarters: Frankfurt, Hesse, Germany
• Employee distribution: Germany 100%
• Founded year: 2001
• Headcount: 11-50
• LinkedIn: plutos-verm%c3%b6gensverwaltung-ag

Plutos Vermögensverwaltung AG, based in Frankfurt, Germany, is a private wealth management firm founded in 2001. With a team of 26 professionals, the company specializes in asset management and investment strategies tailored to the unique needs of individuals and families. Plutos offers a comprehensive suite of services, including classical and digital asset management, ensuring clients have access to a range of investment options. The firm prides itself on its personalized approach, focusing on securing and growing client wealth through customized financial solutions. With over 30 years of combined experience in the industry, Plutos has developed a reputation for providing expert financial advice and maintaining a transparent fee structure. Their commitment to sustainability and ongoing education, as evidenced by their financial blog and podcasts, further positions them as a knowledgeable player in the wealth management sector.

13. Feri

• Website: feri.de
• Ownership type: Family Owned
• Headquarters: Bad Homburg, Hesse, Germany
• Employee distribution: Germany 93%, Switzerland 3%, Luxembourg 3%
• Founded year: 1987
• Headcount: 201-500
• LinkedIn: feri-ag

FERI AG, based in Bad Homburg, Hesse, Germany, is an investment management and consulting firm established in 1987. The company specializes in providing tailored asset management, risk management, and investment consulting services to institutional investors and private clients. With a workforce of approximately 398 employees, Feri has built a solid foundation in the financial sector, focusing on optimizing investment strategies and ensuring sustainable financial planning. The firm manages alternative investments worth over 18 billion euros, making it one of the prominent players in Germany's investment landscape. Feri's services include comprehensive risk management solutions, strategic asset allocation, and family office consulting, reflecting their commitment to addressing the unique needs of their clients. Their approach combines extensive market research with a focus on long-term financial health, positioning them as a significant entity in the wealth management industry.

14. Kontora

• Website: kontora.com
• Ownership type: Private
• Headquarters: Hamburg, Hamburg, Germany
• Employee distribution: Germany 100%
• Founded year: 2006
• Headcount: 51-200
• LinkedIn: kontora-family-office

Kontora is a family office based in Hamburg, Germany, founded in 2006. The firm specializes in integrated wealth management services, catering to high-net-worth families, foundations, and institutional organizations. With a team of approximately 92 employees, Kontora focuses on providing strategic investment advice, administrative support, and financial reporting. Their services aim to simplify the complexities of wealth management, allowing clients to concentrate on their core interests while ensuring their wealth is managed effectively. Kontora operates as a multi-family office, which allows them to serve multiple clients simultaneously, offering tailored solutions that address the unique needs of each client. Their expertise spans various asset classes, and they emphasize a long-term investment strategy that includes both liquid and illiquid investments. This approach is designed to help clients achieve resilient portfolios and sustainable growth.

15. Focam Ag

• Website: focam.de
• Ownership type: Family Owned
• Headquarters: Frankfurt, Hesse, Germany
• Employee distribution: Germany 100%
• Founded year: 1999
• Headcount: 11-50
• LinkedIn: focam-ag

Focam Ag, established in 1999 and based in Frankfurt, Germany, operates as a family office that provides specialized asset management and wealth management services. The firm caters to high-net-worth individuals, families, and foundations, offering customized financial solutions aimed at managing and growing wealth across generations. Focam Ag emphasizes portfolio management and sustainable investing, leveraging its expertise to navigate the complexities of financial markets. With a dedicated team of around 16 professionals, the firm manages approximately 2.5 billion euros in assets. Their approach is characterized by independence, discretion, and a personal touch, ensuring that client interests are prioritized. Focam Ag has also gained recognition in the industry, notably achieving high rankings in the Citywire Top 50 Wealth Managers, which reflects their performance and reputation in the wealth management sector.

16. ELLWANGER.GEIGER Privatbankhaus

• Website: privatbank.de
• Ownership type: Private
• Headquarters: Stuttgart, Baden-Württemberg, Germany
• Employee distribution: Germany 100%
• Founded year: 1912
• Headcount: 51-200
• LinkedIn: ellwanger-geiger-privatbankhaus

ELLWANGER.GEIGER Privatbankhaus, established in 1912, is a private bank located in Stuttgart, Germany. Specializing in wealth management and financial consulting, the bank has built a reputation for providing tailored financial solutions and expert investment advice. With a dedicated team of professionals, they focus on asset management services for both individuals and businesses. Their approach emphasizes personalized service, ensuring that clients receive guidance tailored to their unique financial goals. The bank prides itself on its independence, allowing it to curate solutions from the best offerings in the market without the constraints of proprietary products. This commitment to client-centric service has been a cornerstone of their operations for over a century, reflecting their deep-rooted expertise in navigating financial markets.

17. TOP Vermögen AG

• Website: topvermoegen.de
• Ownership type: Private
• Headquarters: Starnberg, Bavaria, Germany
• Employee distribution: Germany 100%
• Founded year: 1998
• Headcount: 11-50
• LinkedIn: top-verm%c3%b6gen-ag

TOP Vermögen AG, based in Starnberg, Bavaria, Germany, is a private wealth management firm founded in 1998. With a team of 16 professionals, the company specializes in personalized financial services, including investment management and foundation management. They serve a variety of clients, including private individuals, corporate clients, and institutions, helping them achieve their financial objectives through customized asset management strategies. Over the years, TOP Vermögen AG has built a reputation for discretion and consistent performance, particularly in the areas of real estate and financial advisory. Their services extend to family office solutions, where they assist clients in managing wealth across generations. The firm has also been recognized for its expertise in managing foundation assets, ensuring that clients can fulfill their philanthropic goals while maintaining financial health. With a focus on transparency and independence, TOP Vermögen AG aims to provide clients with tailored solutions that reflect their unique financial aspirations.

18. Finaport

• Website: finaport.com
• Ownership type: Family Owned
• Headquarters: Cham, Bavaria, Germany
• Employee distribution: Singapore 62%, Switzerland 38%
• Founded year: 2002
• Headcount: 11-50
• LinkedIn: finaport

Finaport, established in 2002 and based in Cham, Bavaria, Germany, is a family-owned wealth management firm. It specializes in providing investment advice and banking services tailored to high-net-worth individuals and corporate clients. The firm operates with a strong emphasis on trust, access, and performance, ensuring that clients receive personalized financial solutions. Finaport offers a range of services, including wealth management, mergers and acquisitions advisory, and access to both liquid and private market products. With offices in Switzerland, Singapore, and Liechtenstein, Finaport is well-positioned to serve a global clientele. The firm is a founding member of the Alliance of Swiss Wealth Managers, which collectively manages over 100 billion USD in client assets. This affiliation underscores their commitment to high standards in wealth management. Finaport's approach is characterized by a systematic, rule-based investment philosophy, aiming to preserve wealth and generate income for clients while adhering to ethical and sustainable investment practices.

19. Diamos Ag

• Website: diamos.com
• Ownership type: Corporate
• Headquarters: Sulzbach, Hesse, Germany
• Employee distribution: Germany 91%, Tunisia 9%
• Latest funding: September 2022
• Founded year: 1984
• Headcount: 51-200
• LinkedIn: diamos-ag

Diamos Ag, known as FNZ, is a wealth management firm based in Sulzbach, Hesse, Germany. Founded in 1984, the company has established itself as a provider of a comprehensive range of financial services. These services include financial planning, asset management, execution, clearing, custody, insurance, and private banking. FNZ serves both individual clients and businesses, helping them navigate their financial journeys and achieve their investment goals. The firm emphasizes the use of innovative technology to enhance client experiences and streamline operations. With a workforce of around 46 employees, primarily located in Germany, FNZ is well-positioned to address the needs of its clients in a rapidly evolving financial landscape. The company has not reported any recent funding, indicating a self-sustaining operational model.

20. Qcoon

• Website: qcoon-invest.de
• Ownership type: Private
• Headquarters: Karlsruhe, Baden-Württemberg, Germany
• Employee distribution: Germany 100%
• Founded year: 2016
• Headcount: 11-50
• LinkedIn: qcoon-invest-gmbh

Qcoon-Invest GmbH, established in 2016, is a private wealth management firm based in Karlsruhe and Hamburg, Germany. The company specializes in providing financial services tailored to affluent individuals, family offices, and institutions. Their core offerings include wealth management, family office services, real estate management, and investment participation. Qcoon-Invest prides itself on delivering personalized service and expert financial advice, ensuring that clients' unique needs are met. As part of the Qcoon Group, which includes a single family office and real estate development services, Qcoon-Invest leverages a strong network and expertise in asset management. The firm operates independently, free from the conflicts of interest that can arise in traditional banking environments, allowing them to focus solely on their clients' best interests.

Wealth Management Insights: Key Companies in Germany

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