Independent Asset Managers

We are the bank for wealth managers

No other custodian bank is trusted by more independent asset managers (EAM) in Germany than us, V-Bank. In addition to our clear focus on settlement and asset custody, via our open banking platform we offer numerous services that you need to be able to work successfully for your customers. Today and in the future. Everything from a single source.

Frequently requested services

Wealth succession

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Digital asset management

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Lending

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We are the only bank made by asset managers for asset managers and their clients. Asset managers play a decisive role in shaping our development through our Customer Advisory Board.

Built on lean structures, an efficient IT platform and highly qualified employees we are flexible and innovative while always offering attractive value for money. With us, your personal contact will look after you, ensuring that your concerns are dealt with directly.

You can count on our reliability and our independence. This is one of the reasons why we have become the market leader in Germany within just a few years. Asset managers from Switzerland, Liechtenstein, Luxembourg and Austria also use our open banking platform and our network of specialized partners.

Our services

Digital onboarding

Thanks to our digital onboarding, you can get started with your customers right away - a digital signature and the conclusion of an asset management contract (via VuV OOB route) are included upon request. Our sales staff will be happy to serve as your contact persons. Please contact us!

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Relocation services

If you have taken your decision in favor of us and want to transfer accounts and custody accounts from your previous custodian bank to us, our relocation service will make your work easier: Using exchange files, we can quickly and efficiently import holdings, create opening documents and also record powers of attorney in the process. Our sales staff will be happy to assist you. Please contact us!

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Order interfaces

Interfaces to the leading portfolio management systems (including Infront, PSplus and Expersoft) allow you to fully integrate transaction processing in an open banking system. At the same time, the lower manual effort reduces the susceptibility to errors. Our sales staff will be happy to assist you. Please contact us!

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MiFID services

We help you meet your reporting requirements. Among other things with: MiFID II-compliant PM reporting, ex-ante and ex-post reporting on demand, transaction reporting in accordance with Art. 26 MiFIR or loss threshold reporting directly to the financial intermediary - all from a single source. Our sales staff will be pleased to be at your disposal as contact persons. Please contact us!

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Digital asset management

Efficiently manage existing customer relationships, develop offers for the generation of children and grandchildren, or tap into new target groups via feeders: Benefit from our digital asset management: We offer you an IT solution with which you can digitally acquire, manage, and report on customers and interested parties. And all this without your own investment costs and with a central sales channel as an additional service.

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Digital tax reporting

The digital tax reporting of our FinTax partner fintegra supports your clients and their tax advisors in the booking, accounting and tax declaration of liquid assets in business and foundation assets as well as for private clients with foreign currency accounts. This allows you to focus entirely on the investment strategy for your customers.

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Withholding tax

We offer a convenient service for easy reclaiming of withholding tax. All your client has to do is issue a power of attorney - we coordinate the rest until the tax is refunded to the client's account. Our sales staff will be happy to assist you. Please contact us!

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Client app with your logo

An app allows your customers to track the status of their securities account on their smartphone or tablet at any time. They also have their contact details at their fingertips. Our sales staff will be happy to assist you as your contact person. Just get in touch with us!

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Wealth succession

To enable you to retain the assets of the generation of heirs today, we support you in planning asset succession. Take advantage of our expertise for your work at events, in one-on-one meetings or for your own professional training.

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Lending

If required, we expand the financial scope for action at attractive conditions. This allows you to take advantage of market opportunities or cover short-term liquidity requirements without having to sell your customers' securities portfolios. Our sales staff will be happy to assist you. Please contact us!

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we are here for you

Corinna Geser

Bereichsleitung Vertrieb und Kundenbetreuung

Dietmar Hubner

Stv. Leitung Vertrieb und Kundenbetreuung Betreuung der Schweizer Vermögensverwalter bei der V-Bank AG in München

Dominik Fietz

Key Account Manager Vermögensverwalter, Stiftungen und Family Offices

Marc Gasteiger

Key Account Management Vermögensverwalter

Janine Maschke

Key Account Management Vermögensverwalter

Hakan Yildiz

Key Account Management unabhängige Vermögensverwalter

clear recommendation

“At V-Bank, price and performance are right.”

Michael Reuss

Managing Partner, Huber, Reuss & Kollegen Vermögensverwaltung München

“We have been working with V-Bank in Germany for many years. The focus on asset managers is clearly noticeable. The trading is very professional and also takes into account Swiss specialties such as certificate trading (AMC).”

Harald Hoffmann, Vorsitzender der Geschäftsleitung FIO Partners AG

Harald U. Hoffmann

Chairman of the Executive Board of FIO Partners AG Pfäffikon (Switzerland)

“As an independent asset manager, we very much appreciate the cooperation with V-Bank – extremely competent, fast and efficient.”

Dominik Schimanko

Wealth Manager at Colombo Wealth SA, Zurich (Switzerland)

“There are no own consulting services or products and therefore no competition to us and our customers. The clearly focused business model gives us maximum security. At the same time, it ensures independence vis-à-vis our customers.”

Anton Vetter

Board of Directors and Supervisory Board, BV&P Vermögen AG Kempten

„I particularly appreciate the personal accessibility of my contacts. Short distances, often same-day and binding feedback. The service is simply top.“

Petra Ahrens

Board of Directors, MAIESTAS Vermögensmanagement AG Köln

„100 percent focus on us as a business partner and efficient processing. These are the decisive advantages, also for our customers.“

Sven Karkossa

Head of Branch, Capitell-Vermögensmanagement AG Frankfurt am Main

“V-Bank has been my No. 1 custodian bank for more than a decade.”

Udo Schindler

Board of Directors, KSW Vermögensverwaltung AG Nürnberg

„Quality of service, commitment, direct access to all specialists: We at HQ Trust very much appreciate the cooperation with V-Bank. The powerful platform and the ability to support us and offer solutions even for complex issues are what set V-Bank apart.“

Claudia Dany

Head of Operations and Compliance HQ Trust GmbH Bad Homburg

“Reliability, excellent service, flexibility and a spirit of partnership - these are the hallmarks of a service provider. And we hold V-Bank in high esteem for this.”