Individual Wealth Management with DJE
Wealth management
DJE's individual wealth management offers bespoke investment concepts for private individuals and institutional clients. In doing so, we always follow the guiding principle of our founder, Dr Jens Ehrhardt: we manage your wealth as if it were our own.
- Individual strategies for your personal goals
- Actively managed with consistent risk management
- Over 50 years of experience in private wealth management
Wealth Management with Expertise and Personal Attention
Our individual wealth management is where DJE began – it's the oldest business area of the company. We look after a wide range of clients from an investment volume of €500,000 upwards, combining the in-depth market analysis of our in-house research team with personal support from our experienced client advisers on the ground.
In addition, we offer a standardised digital service starting at an investment amount of €10,000 – for anyone who would also like to draw on our expertise through digital wealth management.
What does individual wealth management mean?
Wealth management means that a professional wealth manager structures and oversees your capital on the basis of your individual objectives and risk appetite. As Germany's second-largest bank-independent wealth manager, we manage money for a wide variety of clients – from high-net-worth individuals and entrepreneurs through to foundations.
We take a holistic at your personal financial situation and develop a bespoke investment concept with you in a conversation, aligning your individual needs with the opportunities and risks of the capital markets.
If you would like to learn more about how wealth management at DJE works and what you can expect as a client, please take a look at our current brochure.
More information on sustainability is also available here.
"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
"We look at the big picture just as much as the smallest details. It´s the sum of all mosaic pieces that gives us confidence in our decisions."
Dr. Jan Ehrhardt, Deputy Chairman of the Management Board
"Since its founding, DJE has shown a really good instinct for the markets and has proved again and again that it stands for stability, even in turbulent times."
Dr. Jens Ehrhardt, Founder and Chairman of the Management Board
What sets DJE's individual wealth management apart
Regional Presence
With offices in Frankfurt am Main, Cologne, Zurich and Pullach near Munich, DJE's wealth management covers large parts of the DACH region. And of course, we are happy to meet you wherever you like.
Independent and Owner-Managed
DJE ranks among the leading bank-independent wealth managers in Germany and therefore operates free from group interests or the commercial interests of third parties.
Focus on Wealth Preservation
Foresight and prudence have always defined our corporate culture. Building our investment strategy towards preserving capital is therefore also a mark of respect for the work that lies behind our clients' wealth.
In-House Research
Our analysts hold over 500 company meetings and monitor 2,000 stock market indicators each year in order to gain an information edge.
Digital and Personal
Our large team of client advisers is available to you throughout Germany. How you get in touch – digitally or in person – is entirely up to you. With "MeinDJE", we also offer you a modern digital client portal.
Experts and Expert Juries
A successful investment strategy, a good risk management, and an excellent client service – the reasons behind our numerous awards. Behind all of them lies one and the same commitment to quality.
The “We” in our wealth management
The "We" in our wealth management
Our long-serving, highly experienced team looks after every client group personally: private clients, entrepreneurs, foundations and family offices. In total, 35 dedicated and highly qualified client advisers, together with our assistant and ordering team, take care of your affairs across four locations in the DACH region.
Our individual wealth management — close to you.
Our Headquarters
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 Rhineland
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 wealth management location outside Germany is in Zurich, under the leadership of Martin Breig. From here, DJE Finanz AG advises our clients in Switzerland and beyond on all matters relating 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.