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Wealth Management

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.

Read more

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.

House view

A compact summary: How our Asset Management and macroeconomics experts view the capital markets in the current month.



Economics: Supply bottlenecks and rising Covid-19 concerns slow recovery
Equities: Retail investors continue to push into equities (options)
Bonds: Focus on stagflation concerns
Commodities: Political intervention and Covid-19 worries end oil price rally for now
Currencies: Rising inflation and US interest rate expectations continue to boost the US dollar

More in our monthly Horizon Handout

Capital Markets View

Learn more about how our Chief Investment Officer views the markets.

Capital Markets View

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..

New YorkBostonSan FranciscoChicago



60 Threadneedle Street
EC2R 8HP London
United Kingdom

Phone: +44 20 32077-800
Fax: +44 20 32077-900

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Asset Management
Franck Sabbah

14, place de la Fusterie
1204 Geneva

Phone: +41 22 317106-0
Fax: +41 22 317106-9

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New York

Berenberg Capital Markets LLC
Peter Nichols

1251 Avenue of the Americas, 53rd Floor
10020 New York, NY

Phone: +1 646 949-9000
Fax: +1 646 949-9283

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Wealth Management
Ludger Hoppe

Am Mittelhafen 14
48155 Muenster

Phone: +49 251 98 29 56-10
Fax: +49 251 98 29 56-15

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Wealth Management
Michael Engelhardt

Königsallee 53–55
40212 Düsseldorf

Phone: +49 211 54 07 28-19
Fax: +49 211 54 07 28-28

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Investment Banking
Jamie Nettleton

Freischützgasse 10
8004 Zurich

Phone: +41 44 283 20-26
Fax: +41 44 283 20-21

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Investment Banking
Alexandre Chevassus

48, avenue Victor Hugo
75116 Paris

Phone: +33 1 58 44 95-10
Fax: +33 1 58 44 95-01

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Wealth Management
Oliver Pietsch

Bockenheimer Landstraße 25
60325 Frankfurt am Main

Phone: +49 69 91 30 90-415
Fax: +49 69 91 30 90-55

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Branch Manager
Harald Wörister

17, Rue de Flaxweiler
6776 Grevenmacher

Phone: +352 46 63 80-1
Fax: +352 46 63 86

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Wealth Management
Hans Wöll

Maximilianstraße 30
80539 Munich

Phone: +49 89 25 55 12-100
Fax: +49 89 25 55 12-200

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Wealth Management
Stefan Böhmerle

Bolzstraße 8
70173 Stuttgart

Phone: +49 711 490 44 90-30
Fax: +49 711 490 44 90-90

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Berenberg Capital Markets LLC
Kieran O’Sullivan

255 State Street
02109 Boston, MA

Phone: +1 617 292-8200
Fax: +1 617 292-8250

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San Francisco

Berenberg Capital Markets LLC
Emily Mouret

One Market Street, Spear Tower Suite 3500
94105 San Francisco, CA

Phone: +1 415-802-2520

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Wealth Management
Dennis Hummelmeier

Von der Burg 1
38100 Braunschweig

Phone: +49 531 12 05 82-24
Fax: +49 531 12 05 82-10

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Wealth Management
Dennis Rodiek

Teerhof 59
28199 Bremen

Phone: +49 421 348 75-12
Fax: +49 421 348 75-19

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Wealth Management
Karl von Trott

Kurfürstendamm 194
10707 Berlin

Phone: +49 30 700 159-517

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Berenberg Capital Markets LLC

Two Prudential Plaza, 180 N. Stetson, Suite 3500
60601 Chicago, IL

Phone: +1 312 210-9933

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Wealth Management
Cosima Burton

Neuer Jungfernstieg 20
20354 Hamburg

Phone: +49 40 350 60-8182
Fax: +49 40 350 60-906

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