Wealth management
Our wealth management offers customised investment concepts for private individuals and institutional clients. In doing so, we always follow the guiding principle of our founder, Dr. Jens Ehrhardt: we manage your assets as if they were our own.
Wealth management with expertise and proximity
As the nucleus of DJE, our individual asset management is the oldest division of the company. We look after a wide range of clients with an investment volume of at least €500,000. On the one hand, we rely on the expertise of our in-house research team, and on the other hand on the experience and know-how of our local client advisors.
Our philosophyWhat does "wealth management" actually mean?
As the second largest bank-independent asset manager in Germany, we are responsible for the investments of many different types of clients. In order to achieve the best possible result, we take a holistic view of your personal asset situation. In a joint discussion, we therefore develop a tailor-made investment concept that reconciles your needs with the opportunities and risks of the capital market. If you would like to find out more about how asset management works at DJE and what you can expect as a client, please take a look at our latest brochure.
Download brochure (GER)
"We manage your assets as if they were our own" is our mantra, which reminds us time and again of our responsibility to our clients."
Christian Janas, Head of Wealth Management
"We look at the big picture as well as the small details. All the pieces of the mosaic together give us the certainty we need to make decisions."
Dr. Jan Ehrhardt, Deputy Chairman of the Executive Board, Asset Management and Research
"Since its foundation, DJE has shown a very good feel for the markets and has proven time and again that it stands for stability even in turbulent times."
Dr. Jens Ehrhardt, Founder and Chairman of the Management Board
What sets us apart
Regional presence
With offices in Frankfurt (a.M.), Cologne, Zurich and Pullach near Munich, we cover large parts of the DACH region. Of course, we can also meet you wherever you want.
Independent & owner-managed
DJE is one of the leading bank-independent asset managers in Germany and therefore operates free from corporate interests or the economic interests of third parties.
Focus on asset preservation
Foresight and prudence have always characterised our corporate culture. The focus of our investment strategy on preserving assets is therefore also a sign of respect for the work behind our clients' wealth.
In-house research
15 analysts conduct over 500 company meetings each year and monitor 2000 stock market indicators in order to gain an information advantage.
Digital & personal
Our large team of customer advisors is at your disposal throughout Germany. Of course, we leave it up to you to decide which method you prefer, whether digital or personal. With "MeinDJE", we also offer you modern, digital customer access.
Experts & specialist juries
Successful investment strategy, good risk management, excellent customer service - the reasons for our numerous awards vary. But they are all based on the same promise of quality to which we are committed.
Experienced Team
Our highly experienced employees provide a personal level of service to all client groups, from wealthy private clients and entrepreneurs to foundations and family offices. A total of 35 passionate and professionally excellent client advisors work alongside our Assistance- and Ordering team to look after your needs at four locations in the DACH region. You can find us at these locations:
Frankfurt am Main
Frankfurt am Main
At our branch in the finance hub of Frankfurt am Main, branch manager Sven Madsen’s team look forward to welcoming you.
Grillparzerstraße 15
60320 Frankfurt am Main
Germany
Phone: +49 69 66059369-0
Fax: +49 69 66059369-815
frankfurt@dje.de
Köln
Cologne
Our offices in Cologne, which include a wonderful roof terrace with a view of the cathedral, are located in the Stadtgarten district. Our team around branch manager Stefan Kasthold and deputy Olaf Brandenburg is ready to help you there.
Spichernstrasse 6b
50672 Cologne
Germany
Phone: +49 221 9140927-0
Fax: +49 221 9140927-825
Pullach near Munich
Pullach near Munich
Our company headquarters in Pullach, just outside Munich, is naturally our largest branch. In addition to our client advisors led by branch manager Ralf Wessely and division manager Christian Janas, our research team and our colleagues from the online asset management company Solidvest are based here.
Pullacher Street 24
82049 Pullach
Pullach, Germany
Phone: +49 89 790453-555
Fax: +49 89 790453-599
Zurich
Zurich
Our only location outside Germany is managed by Martin Breig and is located in beautiful Zurich, where we operate through our subsidiary DJE Finanz AG.
Talstrasse 37
8001 Zurich
SwitzerlandPhone: +41 43 34462-80
Fax: +41 43 34462-89
info@djefinanz.ch
Legal notice
This is a marketing advertisement. Asset management with DJE Kapital AG generally requires a medium to long-term investment horizon. All investments involve certain risks. Investments that offer greater opportunities also entail greater risks. Past developments cannot be extrapolated into the future. International allocations give rise to currency risks. Investments can be subject to considerable fluctuations, which can also lead to the complete loss of the invested capital. If investment assets are sold, the proceeds from the sale may be lower than the original investment due to price fluctuations, among other things. Please speak to your contact at DJE to analyze the characteristics of our individual asset management and carefully consider whether such an investment corresponds to your risk profile. This is for information purposes only and merely summarizes the key features. It does not constitute a recommendation, an offer, an invitation to invest, a prospectus or investment research. Investment categories, asset allocations and investment instruments are indicative only and may change at any time. The information and opinions contained herein have been obtained from sources we believe to be reliable. However, no guarantee can be given as to its accuracy. Subject to change without notice.