Philosophy

Outstanding investment philosophy: Individual Wealth Management

Since commencing business as an asset manager in 1974, the company has advanced to an outstanding market position. Its success factors have been a strict focus on clients' personal requirements, a value-oriented investment approach, independent and knowledgeable advisory services and a team that distinguishes itself through great experience and continuity.

Investors entrusting professional asset managers with their money tend to have rather straightforward expectations: attractive annual returns in bullish years and loss avoidance in times of crisis. Simple as it may sound, this expectation is difficult to realize, given the growing level of interdependence and complexity of the financial markets, which is making them increasingly fast-moving and sophisticated – with respect to both reliable forecasts and prudent anticipatory strategies. This is illustrated by the various massive market crashes that occurred in the first decade of the new century alone.

„Summa cum laude“

Since its establishment in 1974, DJE Kapital AG has again and again proven its ability to master such crises: Its wealth management service – the origin of the company – has a track record of above-average performance over more than three decades, as proven by countless awards and the performance of its in-house mutual funds.

The success factors

This performance is based on a number of success factors that have made the firm one of the top names in the German wealth management community for decades:

• A systematic investment strategy in the form of our proprietary "FMM-Method", with its analysis and investment process based on fundamental, monetary and market indicators;
• Dedicated research expertise provided by one of Germany's largest bank-independent teams of analysts;
• A completely independent investment strategy not subject to any targets set by a superordinate group;
• Flat organisational hierarchies permitting rapid and flexible action;
• Individual and comprehensive advisory services for customers - provided by employees that have been with our company for many years or even decades and possess the expertise indispensable for high quality and continuity in customer relationship management.