Advising wealthy families - sometimes over several generations - is a complex task of great responsibility. We can justify the confidence you place in us only by providing excellent wealth management, by which we mean comprehensive support in all areas that influence your portfolio. Your Berenberg advisor acts as your personal knowledge curator. Based on your situation and goals, he assembles the appropriate information for you and brings you together with the best specialists for the relevant topics and areas of activity. From all this, Berenberg creates solutions especially for your portfolio.
Wealth structuring
For every asset, there is an ideal ratio of return and risk. This is especially the case for complex asset structures. With the Berenberg SIGMA wealth concept, we track it down. This scientifically based analysis method captures your liquid and illiquid assets and relates them to each other. In harmony with your goals, we discover improvement potential and areas that need action, and smooth the path for your basic long-term asset structure.
Discretionary asset management
Would you rather not handle the details of difficult financial and capital market questions, but instead have more freedom to live your life while still remaining up to date at all times? Do you want knowledgeable specialists to deal with the ever more complex capital market questions? Then you are in very good hands with our Berenberg Multi Asset Management. We will place your assets responsibly in promising capital market investments, always within clear boundaries set with you. In regular conferences we discuss with you the development of your investments, and modify the strategic focus as necessary.
Investment advisory
Do you prefer to make the final investment decisions yourself? At the same time, are you looking for a capable and independent partner with whom you can discuss your ideas and who can provide a qualified second opinion? Your personal Berenberg advisor is glad to provide that second opinion, and identify investments that are a good fit with your goals.
Wealth controlling
For wealthy investors and families, managing complex and multilayered portfolios with multiple banks can be challenging, in terms of time and expertise. Berenberg Wealth Controlling offers discreet, highly professional and individual services. In addition to relieving you of administrative burden, providing continuous fee monitoring, and identifying the strengths and weaknesses of asset managers, we also help in the transfer of wealth to the next generation.
Exclusive access
With "Wealth Management Plus" we offer clients more extensive consulting services as well as access to special, mostly exclusive liquid and illiquid investment opportunities. Participate in interesting new issues, invest in material assets or profit from our special knowledge in the investment class real estate. Our investment concepts adhere to the highest standards of quality and transparency.
Investment solutions
Berenberg offers first-class investment solutions. We combine various investment styles - discretionary and quantitative - under one roof. These are implemented in asset management mandates, special funds and mutual funds.
The following link will give you an overview of our range of funds including equity, bond and multi-asset funds.

Investing responsibly
You would like to invest responsibly? In addition to fundamental and macroeconomic factors, Berenberg takes ESG criteria (environmental, social, governance) into account in many funds and strategies.

Our advisory approach
Your personal advisor acts as a knowledge curator for you, drawing from our extensive network of in-house specialists in Asset Management, Corporate Banking and Investment Bank. With 122 stock analysts, we are one of the largest analyst institutes in Europe, and are regularly recognised for our stock research as well as our assessments of macroeconomic matters. Our three centres of competence aid with specific questions from companies, foundations and family offices. In addition, where necessary we call on the expertise of dependable, long established third parties.
January
Economics: Second lockdown leading to setback in the fourth quarter. Positive outlook from spring.
Equities: Rising earnings, declining valuations.
Bonds: Positive investment outlook for corporate bonds.
Commodities: Rotation out of gold into risky assets. Positive vaccine news spur oil prices.
Currencies: Euro/US dollar remains above 1.20. Nervousness in the pound.
Our contacts in your region
Berenberg Wealth Management is represented at nine locations in Germany and England. Our advisors are rooted in their regions and very well networked. Whether in discussions at our Hamburg headquarters, our local offices or at a place of your choosing, you always get Berenberg quality..



London
Reception
receptionlondon@berenberg.com
60 Threadneedle Street
EC2R 8HP
London
United Kingdom
Phone: +44 20 32077-800
Fax: +44 20 32077-900

Geneva
Asset Management
Franck Sabbah
franck.sabbah@berenberg.com
14, place de la Fusterie
1204
Geneva
Switzerland
Phone: +41 22 317106-0
Fax: +41 22 317106-9

New York
Berenberg Capital Markets LLC
Peter Nichols
peter.nichols@berenberg-us.com
1251 Avenue of the Americas, 53rd Floor
10020
New York, NY
USA
Phone: +1 646 949-9000
Fax: +1 646 949-9283

Münster
Wealth Management
Ludger Hoppe
ludger.hoppe@berenberg.de
Am Mittelhafen 14
48155
Muenster
Germany
Phone: +49 251 98 29 56-10
Fax: +49 251 98 29 56-15

Düsseldorf
Wealth Management
Michael Engelhardt
michael.engelhardt@berenberg.de
Cecilienallee 10
40474
Düsseldorf
Germany
Phone: +49 211 54 07 28-19
Fax: +49 211 54 07 28-28

Zurich
Investment Banking
Jamie Nettleton
jamie.nettleton@berenberg.com
Freischützgasse 10
8004
Zurich
Switzerland
Phone: +41 44 283 20-26
Fax: +41 44 283 20-21

Paris
Investment Banking
Alexandre Chevassus
alexandre.chevassus@berenberg.com
48, avenue Victor Hugo
75116
Paris
France
Phone: +33 1 58 44 95-10
Fax: +33 1 58 44 95-01

Frankfurt
Wealth Management
Oliver Pietsch
oliver.pietsch@berenberg.com
Bockenheimer Landstraße 25
60325
Frankfurt am Main
Germany
Phone: +49 69 91 30 90-415
Fax: +49 69 91 30 90-55

Luxembourg
Branch Manager
Harald Wörister
harald.woerister@berenberg.lu
17, Rue de Flaxweiler
6776
Grevenmacher
Luxembourg
Phone: +352 46 63 80-1
Fax: +352 46 63 86

Munich
Wealth Management
Hans Wöll
hans.woell@berenberg.de
Maximilianstraße 30
80539
Munich
Germany
Phone: +49 89 25 55 12-100
Fax: +49 89 25 55 12-200

Stuttgart
Wealth Management
Stefan Böhmerle
stefan.boehmerle@berenberg.de
Bolzstraße 8
70173
Stuttgart
Germany
Phone: +49 711 490 44 90-30
Fax: +49 711 490 44 90-90

Boston
Berenberg Capital Markets LLC
Kieran O’Sullivan
kieran.osullivan@berenberg-us.com
255 State Street
02109
Boston, MA
USA
Phone: +1 617 292-8200
Fax: +1 617 292-8250

San Francisco
Berenberg Capital Markets LLC
Emily Mouret
emily.mouret@berenberg-us.com
One Market Street, Spear Tower Suite 3500
94105
San Francisco, CA
USA
Phone: +1 415-802-2520

Braunschweig
Wealth Management
Dennis Hummelmeier
dennis.hummelmeier@berenberg.de
Von der Burg 1
38100
Braunschweig
Germany
Phone: +49 531 12 05 82-24
Fax: +49 531 12 05 82-10

Bremen
Wealth Management
Dennis Rodiek
dennis.rodiek@berenberg.de
Teerhof 59
28199
Bremen
Germany
Phone: +49 421 348 75-12
Fax: +49 421 348 75-19

Berlin
Wealth Management
Karl von Trott
karl.trott@berenberg.de
Kurfürstendamm 194
10707
Berlin
Germany
Phone: +49 30 700 159-517

Chicago
Berenberg Capital Markets LLC
Reception
Two Prudential Plaza, 180 N. Stetson, Suite 3500
60601
Chicago, IL
USA
Phone: +1 312 210-9933

Hamburg
Wealth Management
Cosima Burton
cosima.burton@berenberg.de
Neuer Jungfernstieg 20
20354
Hamburg
Germany
Phone: +49 40 350 60-8182
Fax: +49 40 350 60-906