Good advice tailored to your needs

Your individual needs and objectives and your professional situation are constantly changing. But for most people one thing stays the same: The wellbeing of their family is very important. Good advice must take account of this fact while at the same time taking into account the client's individual needs.

We support our clients across generations. Your personal needs guide our actions. A trusting, open and collaborative relationship between the client and his or her advisor is the ideal basis for comprehensive and targeted advice and continuous support. Have a look at our diverse offerings for yourself.

We'll help you with all of your asset management questions.

Whether you're taking your first steps on the capital market or you're any experienced investor making in-depth decisions, it's a long road – and we'll accompany you every step of the way. We'll help you get off the starting blocks – for example, with our specially tailored program, the Warburg Junior Asset Program. Our experienced advisors help young clients grow into their responsibilities with respect to handling their own assets, providing them with reliable support in all questions related to financial topics. Details about the Junior Asset Program as well as information about contact partners can be found here:

Warburg Junior Asset Program

Are you a young person interested in gaining basic knowledge of financial topics?  Then you're a candidate for our Warburg Banking School, where we'll provide you with fundamental information. The Warburg Banking School combines knowledge, networking and practical experience in an exciting and multifaceted program. Let us prepare you for your future on the capital markets. Learn more here:

Warburg Banking School

We'll support you as you build and maintain your assets

Having enough time for family and hobbies alongside day-to-day work is especially difficult for most people. You can free up more time for yourself by entrusting your asset management to our experienced portfolio managers. Time you need, for example, to buy your dream property or to take the time to carefully find a succession solution for your company.

We would be pleased to advise you in all long-term decisions necessary for building your assets, preparing measures with you in a close dialog. All client asset situations are different, a fact that we take into account in our proven advisory process. Working with you, we'll determine the right risk and maturity structures and develop your individual investment strategy for exposure on the capital market. You can rely on an experienced and reliable partner for all financial questions and gain more quality of life in the process.

We'll advise you on transfers of assets

What you've accomplished in life and done for your family is important to you. For this reason, transfers of assets should be arranged comprehensively and carefully. This is rarely a routine matter for those involved in the transfer. We'll advise and support you in this important phase of life. We take a comprehensive look at specific goals, motives and financial questions, developing intergenerational solutions for private clients and entrepreneurs. In doing so, we keep an eye on all relevant factors, showing you how you can optimize your personal situation.

Whether it's a family foundation, company foundation or charitable foundation – are you thinking about setting up your own foundation? Our experts can provide you with comprehensive advice and support you in setting up the foundation. Questions regarding taxation, management or asset management are essential for a foundation. At our head office in Hamburg – a city with a long tradition of foundations –and thanks to our own support projects we have a lot of experience with foundations.

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