The DJE Managed Depots

Our Managed Depot solution gives you a one-stop shop if you would like to offer your clients wealth management but lack the resources in-house. It comprises not only our portfolio expertise, but also the technical platform you need to onboard and administer your clients, complete with a dedicated login area for both you and them.

Full overview. And more.

DJE Kapital AG's digital client portal adapts perfectly to your information and advisory needs. As an intermediary, you can keep an eye on your clients' portfolios via app or browser. We also offer regular adviser updates, web conferences, retail investor events with client portfolio managers, newsletters and much more. Do get in touch!

Our managed depot solutions

Choose between three fund portfolios with differing investment strategies and risk-return profiles. To find out more about our DJE Managed Depots, take a look at our current brochure.

DJE Managed Depots brochure

Return

This investment strategy aims to generate the most stable performance possible while keeping fluctuations low. It presupposes a limited willingness to take risks. The focus is exclusively on open-ended investment funds. At each allocation date, the weighted portfolio SRI1 for the overall portfolio may range from 1 to a maximum of 3.8. Individual investment funds may have a higher SRI (up to a maximum of 7) as long as the above limits for the overall portfolio are observed.

Growth

This balanced investment strategy aims to achieve performance above the yield on securities classified as low-risk, accepting greater price fluctuations in return. Only open-ended investment funds are eligible for investment. At each allocation date, the weighted portfolio SRI1 for the overall portfolio may range from 1 to a maximum of 4.4. Individual investment funds may have a higher SRI (up to a maximum of 7) as long as the above limits for the overall portfolio are observed.

Opportunity

This investment strategy carries a high return expectation. The aim is to achieve performance significantly above the yield on longer-dated euro government bonds of the highest credit quality, while accepting substantial price fluctuations. This requires a willingness to absorb larger losses in certain market phases. Only open-ended investment funds are selected for investment. At each allocation date, the weighted portfolio SRI1 for the overall portfolio may range from 1 to a maximum of 5. Individual investment funds may have a higher SRI (up to a maximum of 7) as long as the above limits for the overall portfolio are observed.

Wealth Management instead of individual funds

 

The advantages for you as our partner:

  • You arrange a contract between DJE Kapital AG and your client (no investment advice on your part)

  • We take on the regulatory documentation and reporting obligations for you and minimise your liability

  • We adjust the funds (switches/new purchases) in line with the relevant strategy as market conditions require!

We manage clients' wealth as if it were our own

 

The advantages for your clients:

  • You refer your clients to a wealth manager with 50 years of investment experience across every market phase

  • Your clients benefit from our direct access to companies around the world

  • We take care of risk management: strategically managed volatility delivers a better risk-return balance

DJE's digital fund-based Wealth Management

 

Fast, digital, easy:

  • Open a portfolio in just a few minutes with our fully digital distribution solution

  • Clients access the DJE Managed Depots via app or browser – anytime, anywhere

  • Our partner investify TECH is one of the leading wealth management platforms and handles all processes, including regulated ones

Your Contacts

Head of Product & Sales Management

Patrick Tripp

Phone: +49 89 790453-628

E-Mail: patrick.tripp@dje.de

Rainer Fiks

Deputy Head of Product & Sales Management

Rainer Fiks

Phone: +49 89 790453-642  

E-Mail: rainer.fiks@dje.de

Specialist Insurance & White-Label-Products

Sabine Härtl

Phone: +49 89 790453-610

E-Mail: sabine.haertl@dje.de

Legal Notices

Legal information. This is a marketing advertisement and is intended solely for information and marketing purposes.
[DJE] Managed Depots are a fund-based, standardized portfolio management service. The portfolio manager makes the investment decisions at its own discretion, in accordance with the portfolio management agreement and the investment guidelines agreed with the client, without obtaining prior instruction.
The information contained in this material does not constitute individual investment advice, a personal recommendation or a binding offer to enter into a portfolio management agreement, to buy or sell financial instruments or to use a specific financial service.
This material does not replace individual advice or an individual assessment. It does not provide a complete presentation of the opportunities and risks of the financial service described or of the financial instruments used within it.
The statements contained in this material reflect the assessment of DJE Kapital AG at the time of preparation and may change at any time. All information has been prepared with due care and to the best of our knowledge based on the information available at the time of preparation. Despite all due care, information may have changed since then. No guarantee is given as to the accuracy, completeness or timeliness of the information.
The content and structure of this material are protected by copyright. Any reproduction of information or data, in particular the use of texts, parts of texts or images, requires the prior consent of DJE Kapital AG.
Definitions of terms can be found in our glossary: www.dje.de/en/glossary.
DJE Kapital AG, Pullacher Straße 24, 82049 Pullach, Germany
 

For more information about the awards, please visit our website: https://www.dje.de/de/ueber-dje/auszeichnung-ratings/.