About us

A tradition-rich family firm

We are one of the longest-standing independent asset management firms in Germany, with highly developed strategies and an extensive track record in the field.

From the very beginning our advisory service quality has been outstanding. We value a close relationship with our clients. Portfolio Concept is proud to display all the hallmarks of an owner-managed firm, such as continuity and reliability of service. Thanks to our state-of-the-art IT we are in a position to develop and implement wealth strategies that are tailored precisely to our clients’ needs.

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