Solutions for your assets

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.

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. 

Wealth Structuring

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 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. 

Discretionary Asset Management

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.

Investment Advisory

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.

Wealth Controlling

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 classes art and real estate. Our investment concepts adhere to the highest standards of quality and transparency. 
 

Exclusive access

Berenberg offers first-class basic solutions and specialised individual fund strategies for your portfolio.

You can get a look at our offerings and our investment philosophy here.

Funds

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 Banking. With some 100 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.

Berenberg Competence Centres

All wealth is not alike, so your personal advisor draws on the expertise of three trans-regional Competence Centres that drill deep into the worlds of company owners, foundations and family offices. They uncover areas for action and develop specific answers to your questions. In the newsroom of each Competence Centre, we prepare synopses and presentations for you on relevant current issues.

Our contacts in your region

Berenberg Wealth Management is represented at six locations in Germany as well as in Switzerland 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.

Locations

Standorte
USA EUROPE
Hamburg

Hamburg

Wealth Management
Amelie Eichblatt
Phone +49 40 350 60-8182
amelie.eichblatt@berenberg.de


Neuer Jungfernstieg 20
20354 Hamburg
Germany

Phone +49 40 350 60-0
Fax +49 40 350 60-900



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Düsseldorf

Düsseldorf

Wealth Management
Michael Engelhardt
Phone +49 211 54 07 28-0
michael.engelhardt@berenberg.de


Cecilienallee 10
40474 Düsseldorf
Germany

Phone +49 211 54 07 28-0
Fax +49 211 54 07 28-28



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Frankfurt

Frankfurt

Wealth Management
Lars Andersen
Phone +49 69 91 30 90-350
lars.andersen@berenberg.de


Bockenheimer Landstraße 25
60325 Frankfurt am Main
Germany

Phone +49 69 91 30 90-0
Fax +49 69 91 30 90-55



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Geneva

Geneva

Berenberg Bank (Schweiz) AG
Vanessa Skoura
Phone +41 22 308 59-10
vanessa.skoura@berenberg.ch


29, Quai du Mont-Blanc
1201 Geneva
Switzerland

Phone +41 22 308 59-00
Fax +41 22 308 59-20



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London

London

Wealth and Asset Management UK
Charlotte Gubbins
Phone +44 20 3465 -7935
wealthmanagementuk@berenberg.com


60 Threadneedle Street
London EC2R 8HP
United Kingdom

Phone +44 20 3207-7800
Fax +44 20 3207-7900



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Munich

Munich

Wealth Management
Hans Wöll
Phone +49 89 25 55 12-100
hans.woell@berenberg.de


Maximilianstrasse 30
80539 Munich
Germany

Phone +49 89 25 55 12-0
Fax +49 89 25 55 12-200



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Münster

Münster

Wealth Management
Ludger Hoppe
Phone +49 251 98 29 56-10
ludger.hoppe@berenberg.de


Spiekerhof 26
48143 Münster
Germany

Phone +49 251 98 29 56-0
Fax +49 251 98 29 56-15



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Stuttgart

Stuttgart

Wealth Management
Stefan Böhmerle
Phone +49 711 490 44 90-10
stefan.boehmerle@berenberg.de


Bolzstraße 8
70173 Stuttgart
Germany

Phone +49 711 490 44 90-0
Fax +49 711 490 44 90-90



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Zurich

Zurich

Berenberg Bank (Schweiz) AG
Dr. Peter Raskin
Phone +41 44 284-2020


Kreuzstrasse 5
8004 Zurich
Switzerland

Phone +41 44 283-2020
Fax +41 44 283-2021



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