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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.
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
Direct investments in shares offer a high level of transparency and legal safety.
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
We take sustainability factors into account in addition to financial aspects.
Based on our long-standing experience, we have developed a multi-level filter for sustainable and responsible investment, in which your personal values play a special role.
Britta Grashoff,
Head of Private Banking Bremen
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
Morningstar
Capital Top Robo-Advisor for Sustainable financial Investments
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.
01
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.
02
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.
03
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 forms the basis of a long-standing and positive business relationship. We are always there to assist you and your company with our global capital and trading market expertise, as well as with our independent advice, and we are a reliable and safe partner. Let's get started!