With us, you will always be looked after by personal contacts. Thus we ensure that your concerns are dealt with directly.
You can rely on the highest level of reliability and independence. For years, we have received an A rating as a company in the Deposit Protection Fund.
If you are a family office looking for a suitable asset management company, please contact us. We know all the leading addresses in Germany from our daily cooperation.
We have a standardized interface to the Infront Portfolio Manager. This allows you to use Infront to place your orders directly with us electronically. The order interfaces to PSplus and Expersoft will follow. Our sales staff will be pleased to be at your disposal as contact persons. Please contact us!
The digital tax reporting of our network partner Fintegra offers you an innovative solution: Through an IT interface, all information required for the annual financial statement and the tax return is made available fully automatically in a virtual, protected data room. This not only increases data quality, but also process quality. Your tax advisor can thus save up to 80% of working time - and the asset owners costs. As a family office with liquidity in corporate or wealth management, you benefit from business tax reporting (BSR). For private assets with foreign currency accounts, foreign currency reporting (FWR) is available.
More than 80% of asset management companies in Germany work with us. Use V-Check to find the asset management companies that are right for you. We know the performance profiles of leading providers not only from our daily cooperation, but also from internal analyses and studies by external research institutes such as the Institut für Vermögensaufbau (IVA) and the Institut für Vermögensverwaltung (InVV) at the Technical University of Aschaffenburg. You will also find an initial overview in our digital marketplace V-CHECK. Our sales staff will be pleased to be at your disposal as contact persons. Please contact us!
We offer discounted data packages to our business partners through the Institutional Shareholder Services (ISS) ESG Database. ISS ESG is a recognized data provider that is a global leader in ESG solutions for investors, asset managers, hedge funds and asset service providers. ISS ESG Ratings cover over 12,000 companies and over 26,000 funds and ETFs. Controversy research covers 20,000 companies. Please do not hesitate to contact our sales staff for further information. Please contact us!