Wealth management in Munich – bank-independent and personal
Independent Wealth Management in Munich & Pullach
For over 50 years, DJE has stood for bank-independent wealth management in Munich. At our headquarters in Pullach, we combine in-depth research with the stability of an owner-managed firm.
- Active wealth management based on the FMM Method
- Personal support in Pullach near Munich
- Over 50 years of experience and an in-house research team
What our clients in Munich rely on
Independence
DJE's wealth management operates independently of any bank. Our decisions are guided solely by your objectives and our own convictions.
Personal Support
In Pullach near Munich, we look after you with dedicated contacts – discreetly, consistently and as equals.
In-House Research
Over 500 company meetings a year and analysis of around 2,000 indicators provide the basis for our investment decisions.
Individual wealth management for discerning investors in and around Munich
Analytical Excellence directly from Pullach
Our in-house analysts in Pullach hold over 500 company meetings and monitor around 2,000 indicators each year, giving us a decisive information edge. This comprehensive research forms the basis of our investment decisions.
"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
"Trust grows where expertise meets personality. My aspiration in Pullach is not just to manage your wealth, but to guide it as an equal partner through every market phase – with composure and strategic foresight."
Ralf Wessely, Branch Manager, Pullach
Award-winning quality for Your wealth
For over 20 years, the Elite Report has ranked DJE among the leading wealth managers in the German-speaking region, regularly awarding us its top rating, "Summa cum laude". We apply this long-standing expertise directly to your investment strategy through our wealth management.
Frequently asked questions about DJE Wealth Management in Munich
The Munich economic region is shaped by successful entrepreneurship and complex family wealth. Bank-independent management ensures that your investment strategy is pursued free from group interests. In Pullach, we offer the expertise to safeguard that capital across generations.
Pullach is where DJE's heart beats. Here you benefit from direct access to our in-house research. We combine the discretion of a family office with the capabilities of a globally active asset manager. Short lines of communication and personal support from dedicated contacts are standard with us.
DJE is entirely owner-managed. While many banks rely on standardised products, we develop individual mandates from €500,000 in liquid capital. Our focus is not on distributing financial products, but on achieving your personal investment objectives through our proven FMM Method.
Investing digitally with DJE's expertise
Would you prefer to have your wealth managed entirely digitally? Our digital wealth management gives you access from €10,000 to active portfolio management, our in-house research and a professionally managed investment – with a full online view at any time.
Our wealth management Is also available near you
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.
Asset Management Zurich