Wealth Management

Your money should work. With a plan, not a hunch.

Cash loses real value; stock-picking eats time and nerves. Digital wealth management closes the gap: globally diversified portfolios, professionally managed, accessible daily – from small monthly contributions upward.

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Globally diversified Daily availability German-regulated partners

The principle

What digital wealth management does for you.

Professional allocation

Your portfolio matches your risk profile and is continuously monitored – rebalancing included, emotions excluded.

Broad diversification

Worldwide spread across regions and asset classes instead of bets on single stocks or trends.

Full transparency

See online at any time what you hold, how it performs and what it costs.

Stay flexible

Deposit, pause or withdraw – any trading day. No notice periods, no upfront sales loads.

Start small

Wealth building doesn't start at €100,000: savings plans open the door from small monthly amounts – and smooth out market swings automatically via the cost-average effect.

Regulated & safeguarded

Implemented via our digital solution easyInvesto with partners regulated in Germany; your securities are segregated assets at the custodian bank.

What we recommend

We work with easyInvesto.

For digital wealth management we recommend easyInvesto as a matter of principle. It brings together everything that matters to us: professionally managed, globally diversified portfolios, partners regulated in Germany, transparent costs without sales loads – and a portfolio that stays accessible on any trading day.

Account opened in minutes – fully digital, with video identification.
Savings plan or lump sum: start small and adjust whenever you want.
We stay your contact: risk profile, perspective and regular reviews are on us.

Go to easyInvesto Talk to us first

The link goes to easyInvesto and carries our partner ID – it changes neither the offer nor the price for you. Prefer to talk first? We will walk through your risk profile together.

Why easyInvesto

What convinced us.

We reviewed the German market for digital wealth managers on behalf of our clients and deliberately settled on one provider instead of starting from scratch with every enquiry. easyInvesto combines a cleanly built portfolio range with a cost structure you can explain in a single sentence – and that is our benchmark.

Globally diversified portfolios by risk profile
Continuous rebalancing instead of gut feeling
Securities held as segregated assets at the custodian bank
No sales loads, no upfront commission

Perspective

When wealth management – and when something else?

Mid-term goals & flexible reserves: digital wealth management – accessible, professional, transparent.
Retirement from 62+: often the ETF pension policy – for tax deferral and lifelong annuities.
Emergency fund: stays in cash – only what exceeds three to six months of expenses gets invested.

Note: capital investments fluctuate; past performance is no reliable indicator of future results. We advise on opportunities and risks.

1: cockpit: portfolio, insurance and pensions in one digital overview – with us, they belong together.
€0: issue surcharges or hidden closing costs – remuneration comes transparently from the service fee.
15min: is all the intro call takes to know whether this path fits you.

Common questions

Investing in Germany, clearly answered.

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What's the minimum to start?

Savings plans start from small monthly amounts; lump sums make sense from the low four figures. Regularity beats the starting amount – cost averaging works for savers.

How safe is my money?

Your securities are segregated assets: they belong to you and are separated from the custodian bank's balance sheet, even in insolvency. Market fluctuations remain – we manage that risk through portfolio selection matched to your profile.

Why not just a DIY ETF savings plan?

DIY is cheaper – if you handle selection, rebalancing and, above all, your nerves in crashes yourself. Managed portfolios take exactly that off your plate. Many clients combine both: the core professionally managed, a play-money account for themselves.

Does this work for US citizens or if I leave Germany?

Residency and citizenship (especially US tax status) affect which providers are available – there are workable options for most constellations. Tell us your passport and plans first; we filter the solutions accordingly.

Which provider do you use?

We recommend easyInvesto as a matter of principle: professionally managed, globally diversified portfolios, partners regulated in Germany, transparent costs and daily access. The link carries our partner ID – it changes neither the offer nor the price for you. More on this page.

The first step

Let's find out how your money should work.

Risk profile, goals, a concrete proposal – free and non-binding.

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