Partner solutions for Wealth Managers, Financial Advisers and Companies

Expand your offering with scalable wealth solutions from DJE – from digital wealth management and managed portfolios through to individual B2B models.

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

Your Contacts

Our solutions

Our Solutions for You

Digital Wealth 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, dedicated support and a multiple award-winning solution.

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

more about Digital Wealth Management

Managed Portfolios

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

Fund-based wealth management with professional portfolio management
A range of strategy and risk profiles for differing investor needs
Digital processes for intermediaries and clients
Dedicated contacts and support in your day-to-day work

More about the Managed Portfolios solution

Overview of more Partner solutions

Portfolio Expertise

You´ll receive a product under your own label while drawing on DJE's combined capital markets expertise. Asset allocation and portfolio management are handled by our specialists. The client relationship remains entirely in your hands, as do the platform and the processes behind it.

Referral Models

Of course, we also offer you the option of referring our wealth management – whether online or traditional – to your clients on a commission basis. This requires authorisation as a financial investment intermediary (Section 34f of the German Trade Regulation Act, GewO) and a corresponding referral agreement.

Sales and Partner Services

From training and web conferences through to market updates and sales materials: DJE supports you in your day-to-day dealings with clients and employees.

Sven Hagel, H+W Financial Solutions Group

Walter Larionows, BAWAG Group / easybank

"We've worked closely and trustingly with DJE for many years. It's built on the FMM approach, whose value-oriented, low-risk investment policy complements the range of investment approaches represented in the antea fund."

Johannes Hirsch, antea ag

"DJE Kapital AG's offering puts me in conversation with clients I would not otherwise reach."

Juri Streller, FiNUM Private Finance AG

"The client experience in DJE Kapital AG's digital wealth management is of a different calibre."

Sven Hagel, H+W Financial Solutions Group

"With DJE Kapital AG, even in digital wealth management it is recognised experts who look after our clients' portfolios – not robots or anonymous algorithms."

Walter Larionows, BAWAG Group / easybank