Asset Management

The offerings on the capital market are almost infinite - so we separate the wheat from the chaff. Only the very best investments pass the scrutiny of our asset managers, perhaps making it into your portfolio.

The best for your portfolio

We focus on your investment - that is one of our primary goals. That is why we carefully weigh the opportunities and risks of every investment according to stringent criteria - our StarRating. Only the best investments make it into your portfolio. But our scrutiny does not stop there. We monitor the investments, react quickly to changes, and keep you abreast of their performance.

We have managed the assets of private customers, institutional investors, and foundations for over 25 years. Today, managed products make up roughly one third of our assets under management - impressive proof of the effectiveness of our strategy.

You can choose from different asset management options depending on your personal goals and the amount you wish to invest.

  • Vermögensverwaltung “Klassik” (standard or fund-linked insurance variant)
  • “Vermögensverwaltung Klassik mit Einzeltitel Aktien” (up to 100% in equities)
  • “Vermögensverwaltung Exklusiv”
  • Individual Asset Management with sustainable securities

What do these options have in common? A focus on security. That means that we take a long-term approach. And that we can use exaggerations and disproportionate movements on the market to your advantage.

Do you have questions or wishes? Then click the red contact box on the right, or send us an e-mail to vermö We will be happy to take time for you.