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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.
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
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