Investment Advice  Investment Advice
Investment Advice

Our capital market experts for your bespoke investment advice

Have you always been fascinated by capital markets and is it important to you to keep an eye on your investments yourself? Then choose investment advice from M.M.Warburg & CO, our individual and personal portfolio advisory service. In addition to our Asset Management, this is our core offering to discerning private clients who expect more from their bank than delegated solutions. Use the ideas of our investment specialists as guidance and inspiration for your securities account.

We will first discuss your ideas, experiences and expectations and then work with you to find the right investment strategy for your requirements. Our capital market experts advise you on the basis of our in-house research on liquid and illiquid products and provide you with suggestions that fit with the jointly developed investment strategy. The most important thing is that the investment decision is always ultimately made by you.

Klaus Sojer
Head of Private Banking Germany
Private Banking

Your personal team of experts under one roof

Developments on the global financial markets are fast-paced and their structures and modes of operation complex. It is almost impossible for individuals to keep track of things without technical aids. The flood of news and influencing factors has a direct impact on prices. Volatility on the markets has once again increased in recent years. It takes a cool head to achieve long-term success. We will be happy to advise you

We will be happy to advise you

We believe in the added value of active advice

Advice on funds

Our fund advisory services are aimed at clients with a securities account volume of less than EUR 1 million who wish to achieve a broad diversification of their portfolio through funds.

You can draw on the expertise of your client advisor for your investment decisions and review them in a collaborative dialogue. The intensity of the advice is, of course, based on your requirements.

Premium advice

With our premium advisory service, we would like to appeal to clients with a securities account volume of more than EUR 1 million who wish to invest in individual securities and certificates in addition to funds.

In addition to your client advisor, you will also have a securities specialist

at your disposal who will advise you on your securities account and manage the portfolio together with you.

Your client advisor and your securities specialist are in regular contact in order to always be able to respond to your concerns in the best possible way.

Place your trust in our Advisory Office

1.

Place your trust in our Advisory Office

Our Advisory Office uses sophisticated analysis techniques – coupled with the years of experience of the product and market specialists working there – to identify developments on the financial markets at an early stage and pinpoint the most promising individual securities of all asset classes selected.

2.

Recommendations and decisions

With our in-house opinion, our specialists draw on a broad spectrum of investment forms and find a solution tailored to the concept developed. For you, this means deciding together with us, as a first step, what percentage range of equity investments you would like for your portfolio. Based on the development of the capital market and our expert opinion, we make a tactical recommendation that you invest slightly more or less within this target ratio and suggest suitable individual investments and transactions. But the same applies here: the actual decision is yours to make!

3.

Together and on a sound basis

Your personal needs always determine the pattern of our collaboration. We aspire to be your expert point of contact – whatever format, frequency and depth of collaboration you choose. We examine a capital market opinion on both sides, even where controversial, and make a well-founded decision together. This is the foundation of good advice and, for us at M.M.Warburg & CO, a promise to our clients who trust us.

Bitcoin or technology stocks? It has always been important to me to develop promising bespoke investment strategies for our clients on the basis of our capital market assessments.

Ludwig Bendel,
Head of Advisory Office

Private Banking - We focus on you

We focus on you


Analysing capital markets and their development together with our economists and preparing investment areas and courses of action for our clients and making them investable is an incredibly exciting and varied job for us. We combine this with the fascination of developing individual investment strategies and solutions for our advisors and clients on the basis of our in-house opinion, i.e. our assessment of events on the capital markets.

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Embed sustainability in your portfolio

We assess the sustainability of a country using, among other things, the MSCI ESG Rating.

This aggregates environmental (climate change, natural resources, pollution, opportunities for environmental protection), social (human capital, economic environment) and ethical aspects to form a rating on a scale from AAA to CCC. We exclude countries with a rating lower than BBB from our investment universe. We will only suggest investments that meet your sustainability requirements for your securities account.

Find out more about sustainable investing

Benefit from the knowledge of our capital market professionals

Our investment experts keep an eye on the global capital markets for you on a daily basis. Benefit from our knowledge by subscribing to our newsletter. Find out how we see the markets and what recommendations our professionals have for you. From person to person; from us, for you.

Publications
When it comes to advising, it is important to me to develop a bespoke concept for the client and to align my recommendations with the long-term goals of my clients.

Andreas Hermann,
Head of Investment, Advisory

My clients know what they want. Even hardy sailors rely on an experienced pilot to make the right decisions. Gaining this trust and reaffirming it time and time again is our most important asset.

Christian Wamsler,
Head of Private Banking Baden-Württemberg

We look forward to getting to know you!

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