Asset management

Let your curiosity about the future run free. We give you safety.

Use the benefits of our Asset Management

Those who choose asset management by M.M.Warburg & CO benefit in many ways: You gain flexibility by placing the structuring of your assets in the hands of our experts. And you will benefit from the excellent know-how of our Asset Managers, who professionally manage your portfolio. Among all the types of specialist finesse in wealth management, for us one counts especially: Trust. Our actions are, therefore, always transparent and understandable. Test us on our abilities now.

Klaus Sojer

Head of Private Banking Germany

Private Banking

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We are proud that our asset management has won many awards from independent institutes.

Daniel Raab, Head of Private Banking Cologne

Our experts by your side

Daniel Hupfer, Portfolio Management, Asset Management

Direct investments in equities offer a high degree of transparency and legal certainty.

In our individual securities strategies, we aim to share our conviction as well as our expertise in individual assets with our clients. With our experienced team, we search for and assess the best investment ideas from all over the world and implement them consistently for you.

Daniel Hupfer,
Head of Portfolio Management

Britta Grashoff, Private Banking / Private Asset Management

In addition to financial considerations, we also take environmental and social factors into account.

Drawing on our many years of experience, we have developed a multi-stage selection process that incorporates environmental and social characteristics, with your personal preferences playing a particularly important role.

Britta Grashoff,
Head of Private Banking Bremen

Christian Jasperneite, Investments, Asset Management

We deliver investment ideas for our clients which cover the entire investment spectrum.

We see ourselves as portfolio managers who place great value on well-founded research: We work intensively with economic analyses, quantitative strategies and detailed equity research.

Dr. Christian Jasperneite,
Chief Investment Officer

Our awards

Handelsblatt Beste Dienstleister

firstfive-Award

Fuchsbriefe

Warburg Navigator: Our digital Asset Management

For assets of EUR 20,000 and above and clients who want to keep their finger on the digital pulse, we offer you access to the expertise of our portfolio managers with the Warburg Navigator. The Warburg Navigator combines the strengths of a robo-advisor in financial investment with the expertise of decades-long experience in asset management at Warburg Bank. Investors can delegate the investment decision to experts in this way and invest their money for the long term on the capital market. The digital asset manager invests money globally in up to 24 markets through ETFs and actively managed funds.

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Use the comfort of Warburg Asset Management

Global approach

International securities portfolio

Diversification

Broad spread of securities over asset class

Active management

Clear opinion on the capital market

Quality

Basic investments + megatrends/opportunities

Transparency

Understandable investment decisions

Flexibility

Individual strategies for individual situations

Our Asset Management at a glance

Our investment process

The investment strategy we agree with you takes into account your long-term investment goals and risk propensity, and thus defines a strategic allocation. This serves as a starting point for all the investment decisions we make for you within the framework of the investment process.

Tactical allocation

In order to assess the development of the capital markets precisely, our experts analyse global economic developments daily using macro-research. This consolidated knowledge forms the basis of the decision on which asset classes, regions and branches we invest in.

Selection

In the second step, we decide in the selection which individual securities – for example, shares or bonds – within this tactical allocation to invest in. Our in-house Warburg Research and first-class external analyses support us with decision making here.

Risk management

High value stability in combination with a careful investment strategy are the essential preconditions for long-term and real asset preservation. Through active and comprehensive risk management, we focus on recognising major crises early and preserving capital in the long term through a weatherproof portfolio.

Your business in safe hands

Trust is the foundation of a long-standing, successful business relationship. With our professional expertise and independent advice, we are always at your and your company’s side as a reliable and dependable partner. Let’s get started.