Strategic Private Banking Advice Strategic Private Banking Advice
Strategic Private Banking Advice

We turn asset management into asset structuring

We support you in your fundamental asset planning. Before getting into specific portfolio composition, we need to answer some fundamental questions.

  • What are your goals?
  • What is your risk-bearing capacity?
  • Are you expecting any major changes in your circumstances?
  • Are you working on a succession plan?

You can discuss these and many other questions with us. We take the time to understand your situation, wishes and expectations in order to find suitable and long-term solutions for your wealth.

Klaus Sojer
Head of Private Banking Germany
Private Banking

Portfolio analysis and diversification

In addition to the ‘classics’ – shares, bonds and investment funds – a diversified portfolio includes tangible assets. The best possible risk structure is usually only achieved if liquid assets are sensibly combined with illiquid investments oriented toward the long term. This includes real estate, among other things, but also the asset classes of private equity, venture capital and private debt. With these, investment takes place long-term in segments which, by comparison with the stock and bond markets, have a different risk structure and may, therefore, represent a sensible supplement to your portfolio.

For the decision to invest in tangible assets, it is especially important to make a detailed product analysis in advance and ensure an appropriate spread across various investments. We will be glad to support you with our experience and expertise in this area. Our securities specialists and generalists are available to you for a personal exchange, via telephone or video conference.

Joint succession planning

Our customers have entrusted us for more than 225 years with the preservation, expansion and development of their wealth. We often maintain the relationship with you across generations. We are, therefore, acutely aware of the importance of timely succession planning or arranging for inheritance.

You can rely on our experience

As part of your network of advisers, we work on the conception and implementation of a succession solution tailored to you. We ensure together that, in addition to other aspects, your personal asset situation is taken into account. Our advisers are technically trained and certified in order to deal properly with the complexity of this subject.

Our experience has shown that involving the next generations – your heirs – in the process from an early stage is essential for a successful transition, because passing on wealth also comes with new responsibilities and decisions. To help you, your children and your grandchildren can prepare for this challenge together, our Warburg Banking School offers both practical and technical insights into various financial topics.

Working cross-division for your goals

Our Private Banking team additionally works in close concert with the Corporate Finance and Corporate Banking divisions to provide you with expert advice – not only in your capacity as private individual, but also as a business owner. This enables us to support you in all matters related to succession planning in the best possible way.

For corporate clients

Your business in safe hands

Trust forms the basis of a long-standing and positive business relationship. We are always there to assist you and your company with our global capital and trading market expertise, as well as with our independent advice, and we are a reliable and safe partner. Let's get started!