Our offers for Partners

Colleagues in retail
Investment Sales

Wholesale

We support distribution partners with suitable fund solutions, personal service and practical sales support. This lays the foundation for a dependable partnership and lasting distribution success.

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Meeting situation
Institutional investors

Institutional mandates

For institutional investors, we develop solutions that fit their specific requirements. These include special funds and advisory mandates to white-label funds and institutional asset management.

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Asset management meeting
Partner Solutions

Partner solutions

Whether managed portfolios, white-label approaches or complementary B2B models: our partner solutions help you expand your offering in a targeted way and reach additional client groups.

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What to expect when working with DJE

As a bank-independent wealth manager in the DACH region, we have worked successfully with distribution partners and institutional investors for many years. Our partner offering ranges from <u>mutual funds</u> and institutional mandates through to complementary B2B models such as the <u>DJE Managed Depots</u>. In all of this, we combine capital markets expertise with dedicated service, regional contacts and supporting services for your day-to-day work.

Our services for your everyday work

Our services support you in your daily business – from sales materials and training through to events and up-to-date capital markets content. This gives you practical support for advisory work, distribution and client conversations.

Training – On Site and Digital

Whether a financial distributor, broker pool or bank, we offer training and professional development formats for both your staff and your clients. On request, our experts will come to you on site or support you with digital formats.

Find your contact

Our Events

We are present at numerous industry events across the DACH region – from big trade fairs to smaller regional ones. If you would like to meet our experts in person, you will find an overview of all dates here.

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Capital Markets Content

Our capital markets content keeps you up to date on current developments, market assessments and analysis from our research team – available as a newsletter, video or podcast.

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