Partner Solutions for Asset Managers, Financial Advisors, and Companies

Expand your offerings with scalable wealth management solutions from DJE—from digital wealth management and managed portfolios to customized B2B models.

Over 50 years of capital markets experience
Portfolio management and in-house research
Digital processes for partners and clients
Dedicated contacts for your collaboration

Our Solutions for You

Digital Asset Management

DJE’s digital wealth management combines professional portfolio management with digital onboarding and modern client access via app and web. Partners benefit from scalable processes, personalized support, and a multi-award-winning solution.

Professionally managed portfolios of individual securities
Digital onboarding and client access via app
Personal contacts for partners and clients

Managed Portfolios

DJE Managed Portfolios combine fund-based asset management with digital infrastructure and a variety of strategy profiles. This allows you to offer your clients a professional wealth management solution featuring efficient digital processing and personalized support.

Fund-based asset management with professional portfolio management
Various strategy and risk profiles to meet different investor needs
Digital processes for financial advisors and clients
Personal contacts and support in day-to-day operations

An Overview of Other Partner Solutions

Portfolio Expertise

You’ll receive your own branded product while leveraging DJE’s collective capital markets expertise. Our specialists handle asset allocation and portfolio management. You retain full control over the client relationship, as well as the platform and the underlying processes.

Tip-Giving Models

Of course, we also offer you the opportunity to refer your clients to our asset management services—whether online or through traditional channels—on a commission basis. This requires a license as a financial investment broker (Section 34f of the German Trade Regulation Act (GewO)) as well as a corresponding referral agreement.

Sales and Partner Services

From training sessions and web conferences to market updates and sales materials: DJE supports you in your day-to-day interactions with your customers and employees.

Your Contacts

Digital Asset Management

Robert Gebert

Phone: +49 89 790453 - 533

Email: robert.gebert@~@dje.de

Managed Portfolios & White-Label Funds

Sabine Härtl

Phone: +49 89 79 04 53 - 610

Email: sabine.haertl@~@dje.de

Fund Distribution

Andrea Huber

Phone: +49 89 79 04 53 - 652

Email: andrea.huber@~@dje.de