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Independent, experienced, sustainable

With nearly 50 years of experience in asset management, DJE Kapital AG is one of the leading independent financial service providers in the DACH-region. 

 

The DJE Group is headquartered in Pullach near Munich and operates its fund company in Luxembourg. DJE Kapital AG also has a subsidiary in Switzerland as well as branches in Frankfurt am Main and Cologne. 

With about 200 employees we manage around 15.8 billion euros (as of 29.12.2023) for private and institutional clients in Germany and abroad. Dr Jens Ehrhardt laid the foundation for the business back in 1974. 

DJE is active in both private asset management and institutional management. For private individuals, DJE offers management starting at 500,000 euros and digital asset management with our Solidvest solution starting at 10,000 euros. As a fund company, we offer over 25 mutual funds that invest in the world's most important and attractive markets. Over the years, we have received numerous awards from independent rating agencies. We offer global, regional or thematic equity strategies, bond funds, money market funds, funds of funds and multi-asset funds with a flexible approach. DJE also offers institutional investors advisory, management, risk management and controlling services for their funds, and we also  set up special and white label funds as required. 

The three-dimensional FMM method is at the heart of DJE's investment philosophy and is based on the doctoral thesis of our founder Dr Jens Ehrhardt. According to this investment philosophy, not only fundamental criteria such as overall market valuation and bottom-up analysis have influence on price developments, but also monetary and sentiment-related indicators. These include, for example, money supply growth and inflation as well as the evaluation of sentiment and trend indicators. In addition, DJE complies with certain ESG criteria when selecting securities and is a signatory to the United Nations Principles for Responsible Investing. All of our investment strategies - including asset management for individuals and our range of mutual funds are based on the FMM method. The method is also the name of DJE's first investment fund, Germany's first independent asset management fund, which was launched in 1987. 

As a founding member of the German Association of Independent Asset Managers (Verband unabhängiger Vermögensverwalter Deutschland e.V.), DJE is one of the world's leading independent asset managers.  DJE is committed to offering the highest quality. The strict code of honour of the federation demands to make decisions exclusively in the interest of the customer. 

DJE has the status of a securities service provider approved and licensed by the Federal Financial Supervisory Authority (BaFin) and is subject to the associated auditing and quality requirements. We are part of the Compensatory Fund of Securities Trading Companies (EdW, pursuant to §23 a KWG) and work with respected partners in our industry 

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