Asset management
Our individual asset management offers customized investment concepts for private individuals and institutional clients. We always follow the guiding principle of our founder, Dr. Jens Ehrhardt: We manage your assets as if they were our own.
Asset management with expertise and proximity
As the nucleus of DJE, our individual asset management is the oldest division of the company. We look after a wide range of clients with an investment volume of €500,000 or more. We combine the in-depth market analysis of our in-house research team with the personal support of our experienced client advisors on site.
In addition, we offer a standardized digital service from an investment volume of €10,000. For all those who would also like to use our expertise in digital asset management.
What does asset management mean?
Asset management means that a professional asset manager structures and manages your capital based on your individual goals and risk appetite. As the second largest bank-independent asset manager in Germany, we manage the assets of a wide range of clients - from wealthy private individuals to entrepreneurs and foundations.
We take a holistic view of your personal asset situation and develop a tailor-made investment concept together with you. In doing so, we reconcile your individual needs with the opportunities and risks of the capital markets.
If you would like to find out more about how our asset management works at DJE and what you can expect as a client, please take a look at our current brochure.
Here you will also find further information on sustainability.
What distinguishes DJE as an asset management company
Regional presence
With offices in Frankfurt (a.M.), Cologne, Zurich and Pullach near Munich, DJE Vermögensverwaltung covers large parts of the DACH region. Of course, we can also meet you wherever you wish.
Independent & owner-managed
DJE is one of the leading bank-independent asset managers in Germany and therefore operates free from corporate interests or the economic interests of third parties.
Focus on asset preservation
Foresight and prudence have always characterized our corporate culture. The focus of our investment strategy on preserving assets is therefore also a sign of respect for the work behind our clients' wealth.
In-house research
Our analysts hold over 500 company meetings every year and monitor 2000 stock market indicators in order to gain an information advantage.
Digital & personal
Our large team of customer advisors is at your disposal throughout Germany. Of course, we leave it up to you to decide which method you prefer, whether digital or personal. With "MeinDJE", we also offer you modern, digital customer access.
Experts & specialist juries
Successful investment strategy, good risk management, excellent customer service - the reasons for our numerous awards. They are all based on the same promise of quality to which we are committed.
The "we" in our asset management
Our highly experienced employees provide personal service to all client groups: private clients, entrepreneurs, foundations and family offices. A total of 35 passionate and technically excellent client advisors, as well as our assistance and ordering team, look after your needs at four locations in the DACH region.
Access for individual asset management clients:
MyDJELegal 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.