Wealth Management with Expertise and Personal Attention
Wealth Management
Whether digital investing or individual wealth management: DJE´s wealth management combines over 50 years of capital markets expertise with active investment strategies and consistent risk management. We always follow the guiding principle of our founder, Dr. Jens Ehrhardt: We manage your wealth as if it were our own.
- Individual solutions for different investment goals
- Actively managed with consistent risk management
- Over 50 years of experience in private wealth management
What sets DJE apart as a wealth management firm
Independent & Owner-managed
DJE ranks among the leading bank-independent wealth managers.
Focus on Wealth Preservation
Foresight and prudence have defined our investment strategy from the very beginning.
Local presence & digital access
Regional Presence & Online: With locations in Frankfurt(a.M.), Cologne, Zurich, and Pullach near Munich.
In-House Research
Our analysts hold over 500 company meetings and track 2,000 stock market indicators each year to gain an information edge.
Personal Support
Our large team of client advisors is available to you throughout Germany. Whether you prefer digital or personal contact is entirely up to you.
Award-Winning
A successful investment strategy, strong risk management, excellent client service – the reasons behind our numerous awards.
Your Goals. Our Strategy.
Every investor has different expectations for their investments. While some primarily want to build wealth, others focus on long-term preservation. Investment horizon, risk tolerance, and personal experience also play an important role.
That’s why we consistently align our wealth management with your personal investment goals, your investment horizon, and your risk tolerance.
"We manage your wealth as if it were our own" is our mantra – a constant reminder of our responsibility to our clients."
Christian Janas, Management Board Member & Head of Wealth Management
Knowledge that makes the difference
Our analysts hold over 500 conversations with company executives every year. The DJE Research Team analyses global markets to identify opportunities early and to manage risks deliberately. This knowledge flows into every portfolio.
Our Investment Strategy
Through innovative, independent research, we look at the big picture just as closely as the finest detail. But we don´t just rely on figures and balance sheets – we consider a wide range of further indicators. And before investing, we visit key companies in person to get a first-hand impression. At the heart of our investment philosophy lies the FMM-Method, which has formed the foundation of our investment decisions for over 50 years.
Your next steps toward building wealth
Getting in Touch & Clarifying your Needs
Schedule a conversation with us – we take the time to understand your goals, preferences, and circumstances.
Developing a bespoke investment concept
Based on your asset structure, we create an individual strategy – discussed with you personally and clearly structured.
Signing the Agreement & Letting us manage your wealth
Once all details are finalized, we take over the management of your portfolio – long-term, active, and as true partners.
Top-rated for 22 consecutive years
DJE´s wealth management has received the “Summa cum laude” rating from the “Handelsblatt” and the “Elite Report managers” for over two decades. This makes us one of the consistently best-rated wealth in the German-speaking region. This recognition is based on independence, experience, and measurable performance.
DJE Wealth Management near you
Our Headquarter
Pullach, near Munich
Our headquarter for wealth management in the Munich area is located in Pullach. Here, our client advisers work alongside our research team and the investment specialists behind our digital wealth management. This is where we manage our clients' portfolios and continue to refine our investment strategies.
Wealth Management near Munich
In the City Park Quarter
Cologne
Our Cologne wealth management office is located in the City Park quarter and includes a roof terrace overlooking Cologne Cathedral. From here, the team led by Branch Manager Stefan Kasthold and his deputy Olaf Brandenburg supports our clients personally on all matters relating to their investments.
Wealth Management in Cologne
In the Financial Capital
Frankfurt am Main
Our Frankfurt wealth management office is located in the heart of Germany's financial capital. From here, the team led by Branch Manager Sven Madsen supports you personally on all questions concerning your investments.
Wealth Management in Frankfurt
In Switzerland
Zurich
Our only asset management office outside of Germany is located in Zurich and is headed by Martin Breig. From this location, DJE Finanz AG assists our clients in Switzerland and beyond with all matters related to their investments.
Wealth Management in ZurichContact Us Now
Legal notice
This is a marketing advertisement. Asset management with DJE Kapital AG generally requires a medium to long-term investment horizon. All investments involve certain risks. Investments that offer greater opportunities also entail greater risks. Past developments cannot be extrapolated into the future. International allocations give rise to currency risks. Investments can be subject to considerable fluctuations, which can also lead to the complete loss of the invested capital. If investment assets are sold, the proceeds from the sale may be lower than the original investment due to price fluctuations, among other things. Please speak to your contact at DJE to analyze the characteristics of our individual asset management and carefully consider whether such an investment corresponds to your risk profile. This is for information purposes only and merely summarizes the key features. It does not constitute a recommendation, an offer, an invitation to invest, a prospectus or investment research. Investment categories, asset allocations and investment instruments are indicative only and may change at any time. The information and opinions contained herein have been obtained from sources we believe to be reliable. However, no guarantee can be given as to its accuracy. Subject to change without notice.