Year of foundation of Wertefinder Vermögensverwaltung GmbH
Get to know
the Frankfurter Vermögen
Your independent, owner-managed asset management firm in the Rhine-Main region.
ABOUT US
The company
FV Frankfurter Vermögen AG is an owner-managed and independent asset management company based in Frankfurt, Germany. With our many years of experience and in-depth expertise, we advise and support both wealthy private individuals and institutional clients. Building trust and maintaining long-term relationships are of paramount importance to us. With decades of experience in the capital markets, we offer you unique added value as an independent asset manager.
Your individual values and expectations are at the heart of everything we do. Our goal is not quick or one-off success, but sustainable and lasting growth in wealth. Our independence is not insignificant! As we are not product sellers, we are free from conflicts of interest. As an independent wealth management firm, our sole focus is on your success.
VALUES AND PERCEPTONS
Our philosophy
We believe that wealth management should extend beyond pure investment. We offer a holistic approach based on the following values: down-to-earthness, expertise, transparency, integrity, future orientation and independence. As an owner-managed company, we consider the long-term implications of our actions.
At our wealth management company, we place great emphasis on maintaining a down-to-earth approach and treating our clients with the respect and consideration befitting partners in a professional relationship. Our objective is to foster trust and establish long-term relationships through transparent and honest communication.
Our team has extensive international experience in the capital markets. At the same time, we combine a rigorous investment approach based on key figures with in-depth product knowledge through links to leading academics.
We place great importance on transparency in all our activities. Our customers receive clear and comprehensible information on all aspects of their investments, including costs, risks and returns.
We are dedicated to upholding the highest standards of integrity and ethical conduct in all our business dealings. Our decisions are guided by the principles of fairness, honesty and responsibility.
We are at the forefront of introducing innovative technologies and investment strategies. By continually developing and adapting, we maintain flexibility and a competitive advantage for our customers.
Our status as an independent entity is confirmed by our membership of the Association of Independent Asset Managers (VUV). Uwe Eilers, CEO of Frankfurter Vermögen, served on the association’s board from 2011 until November 2020.
FROM ITS FOUNDATION TO THE PPRESENT DAY
Our chronicles
2009
Acquisition of Dr Unger Investment (DUI)
2015
Management takeover of the German mixed fund DUI Wertefinder
2016
Founding year of FV Frankfurter Vermögen GmbH
2017
Merger of Wertefinder Vermögensverwaltung GmbH with Frankfurter Vermögen GmbH and conversion of Frankfurter Vermögen into a stock corporation
2019
Engagement of the external sustainability auditor Sustainalytics to review the positions of our funds for ESG criteria
2020
Opening of the branch in Altea, Spain