Our Wealth Management Services


Independent Financial Advisory & Investment Management

Our wealth management approach places your needs at the centercenter — free from the conflicts of interest that come with traditional private banking. Leveraging decades of expertise across investment management, equity derivatives, fixed income, FX, and commodities, we help high-net-worth individuals and families in Berlin and globally navigate volatile markets and complex financial events with precision. Every strategy we craft is bespoke, resilient, and aligned with your long-term legacy.


Real Estate Advisory & Portfolio Management

Our real estate advisory services offer a comprehensive suite of solutions for affluent clients seeking to optimize their property holdings. From precise portfolio valuation and strategic improvement consulting to financing advisory and dedicated transaction support, we enhance the value and profitability of your real estate assets. With deep roots in the Berlin property market and a global perspective, we provide personalized guidance at every step of your real estate journey.


Exclusive Lifestyle & Concierge Services

Our exclusive lifestyle and concierge services offer high-net-worth clients privileged access to a world of curated experiences. From private events and cultural access to bespoke travel arrangements and personal assistance, we cater to your highest standards with discretion and care. Every experience is tailored to your unique preferences — ensuring that life beyond your portfolio is as extraordinary as the wealth within it.