Werte Invest Family Office
Cologne family office and BaFin-licensed asset manager (Werte Invest group) offering financial planning, succession planning and fund-based portfolio management to families.
USEFUL FOR Fund managers raising capital
Identity
- HEADQUARTERS
- Cologne, Germany
- FOUNDED
- 2000
Investment approach
- GEOGRAPHY
- Global
- ROUTES
- Funds (as LP)
Overview
Werte Invest is a Cologne group made up of Werte Invest Family Office GmbH and Werte Invest Vermögensverwaltung GmbH (Amtsgericht Köln HRB 67818), the latter a securities institution licensed under § 15 WpIG for portfolio management and investment advice. The family office offers financial and wealth planning, succession planning, strategic diversification, wealth controlling and executorships for families. Client portfolios are built mainly from third-party investment funds selected across bonds, equities, commodities, precious metals, real estate and alternatives, diversified by style and region.
People
Frequently asked questions
Werte Invest Family Office is a multi family office based in Cologne, Germany, founded in 2000.
Werte Invest Family Office invests in third-party funds as an LP.
Key people at Werte Invest Family Office include Stefan Engels (Founding shareholder and Geschäftsführer), Michael Burmann (Managing partner (Geschäftsführender Gesellschafter) since 2002), Klaus Utke (Prokurist) and Thorsten Arns (Asset manager).