Value-oriented, experienced, sustainable
DJE Kapital AG (DJE) is based nearly 50 years of experience in asset management and is today one of the leading bank-independent financial service providers in German-speaking Europe.
The DJE Group has its headquarters in Pullach near Munich, operates its fund company in Luxembourg and has a subsidiary in Switzerland as well as branches in Frankfurt am Main and Cologne. DJE has approximately 200 employees and manages around 15,5 billion euros (as of 30.09.2023) for private and institutional clients in Germany and abroad. Dr Jens Ehrhardt laid the foundation for this development back in 1974.
DJE is active in both wealth and asset management. DJE offers wealthy private clients individual asset management starting at 500,000 euros and online asset management Solidvest starting at 10,000 euros. As a fund company, we offer over 25 mutual funds that invest in the world's most important and attractive markets and have received numerous awards from independent rating agencies: global, regional or thematic equity strategies, bond funds, money market funds, funds of funds and mixed funds that flexibly combine various asset classes. DJE also offers institutional investors advisory, management, risk management and controlling services for funds, and launches its own special and white label funds as required.
The three-dimensional FMM method is at the heart of DJE's investment philosophy and goes back to the doctorate of its founder Dr Jens Ehrhardt. Following his approach, not only fundamental criteria such as overall market valuation and company analysis have influence on price developments, but also monetary and market-related indicators. These include, for example, money supply growth and inflation as well as the evaluation of sentiment and trend indicators. In addition, DJE follows the ESG criteria when selecting securities and is a signatory to the United Nations Principles for Responsible Investing. The FMM method forms the basis for private asset management and the entire range of funds. It also gave its name to DJE's first investment fund, the FMM Fund, Germany's first bank-independent asset management fund, which was launched in 1987.
As a founding member of the German Association of Independent Asset Managers (Verband unabhängiger Vermögensverwalter Deutschland e.V.), DJE is one of the world's leading independent asset managers. (VuV) DJE has also formally committed itself to always offering the highest quality. The strict code of honour of the federation demands to make decisions exclusively in the interest of the customer.
DJE has the status of a securities service provider approved and licensed by the Federal Financial Supervisory Authority (BaFin) and is subject to the associated auditing and quality requirements. We are assigned to the Compensatory Fund of Securities Trading Companies (EdW, pursuant to §23 a KWG) and cooperate with renowned partners.