Individual Wealth Management
Based on the requirements and desires of the client and a minimum investment of 150.000 EUR / 250.000 CHF, we will develop an appropriate investment strategy. Based on this, we consult with the client to establish a strategic portfolio structure and decide into which asset classes the portfolio should consequently be allocated within this framework. This asset allocation will depend on the personal goals of the clients, the level of risk they are prepared to accept and their liquidity requirements.
Our wealth management activities are implemented within mutual funds that have been specifically set up to optimise the portfolio management process. Using these funds, we can actively vary the level of investment and flexibly control liquidity, thereby benefiting from low transaction costs and hedging against market risks. This deliberately focused fund selection allows us, within the framework of an independent investment process, to maximise the ratio of return to risk. For our individual wealth management clients we use funds without initial charges and with reduced administration fees.
Our research and investment style are not only recognised by numerous independent rating agencies and in the media. The continued trust of our longstanding clients and the steady growth of our client base is a further impressive demonstration of our success.
Thanks to our longstanding and dedicated competence in research and analysis, we have been able to anticipate significant market trends early and were therefore able to act accordingly during market corrections. more
For DJE Kapital AG, comprehensive analysis of markets and companies is the starting point for all our investment decisions. Our in-house team of experts, which can call on over 35 years of experience, thoroughly prepares every investment decision. The clear and methodical approach of Dr. Jens Ehrhardt has been the foundation for our company since 1974. Its subsequent development has brought our company to a leadership position in the field of asset management.
Because comprehensive and accurate information is critical to investment success, we do not rely on third parties for this information, but rather on our own in-house research department. This has established itself as one of the largest bank independent teams within the German-speaking region of Europe.
Consequently, we implemented a defensive investment strategy at the right time during the difficult stock market years of 2000-2003. We follow an absolute return approach, aiming to achieve positive returns irrespective of stock market ups and downs.
Further Information (These documents are available in German only)
"The elite of the best wealth managers"
(Reprints from 2006 to 2010 as PDF, 5,1 MB)
"Fund Manager of the Year 2006"
(Reprint Euro 02/2006 as PDF, 204 KB)
Our clients receive regular reporting on the performance of their portfolio. In addition, via the online-portal of the relevant custodian, it is possible to receive an overview of the up-to-date position of the managed portfolio. more
A proven IT solution supports the company's risk monitoring. Our portfolio management software is designed to ensure compliance with investment restrictions. Moreover, the software enables the continuous monitoring of all portfolios, irrespective of with which custodian the client’s depot is located.
Numerous industry awards confirm the quality of our organisation. In the annual report "Die Elite der besten Vermögensverwalter (The elite of the best wealth managers)", published by the German newspapers "Die Welt" and "Handelsblatt", for the sixth year running we received the highest mark "summa cum laude" and were once again confirmed as a top provider amongst portfolio managers in German-speaking Europe.
The German financial publications "€uro" and "€uro am Sonntag" chose DJE Kapital AG as the "Fund Manager of the year 2006".
Moreover, we have for many years been in the front ranks of the monthly reports from firstfive AG: Within their risk/return comparisons within a dynamic portfolio over periods of 1, 2 and 3 years, we consistently belong to the asset managers with the best performance.