Licensed Asset­Manager

The FALCON Vermögensverwaltung AG was established as a medium-sized owner-managed enterprise. Today it belongs to the Falcon Investment Group. Our economic self-sufficiency, built over years, is very important to us. It enables us to think and act independently. Our guiding principle is to assume responsibility – delivering competence and transparency to our clients.

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Trust

„We are guided by strong principles and sustainable creation of value. Whatever we do is based on solid and fair relationships with our clients and partners and marked by mutual respect and trust.“

Markus Gurlitt ~ Member of the Supervisory Board

Founding Partner of the FALCON INVESTMENT Group

ASSET MANAGEMENT

Turning Visions into Success

Our strategy is built on our corporate values and is the foundation of our company’s successful history. It helps us to make our vision come true: we keep our promises, as individuals and as a team. In doing so, we take on the responsibility to reach our goals as well as those of our investors and partners.

IN DEVELOPING SUCCESSFUL AND SUSTAINABLE SOLUTIONS FOR OUR INVESTORS AND OURSELVES, WE COMBINE INNOVATION, EXPERIENCE, EXPERTISE AND INDUSTRY KNOWLEDGE.
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FAMILY OFFICE

Our Experience. Your value added.

TO OWN ASSETS MEANS TO BEAR A RESPONSIBILITY.

Wealth, often built over generations, also bestows a great responsibility on its owner. Any fortune owned by an individual or a family constitutes a considerable challenge in terms of strategy, controlling and investment decision-making. This makes it all the more important to have the right partners by one’s side.

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FUNDS AND PRODUCT MANAGEMENT

CAPABILITY AND INTEGRITY

Besides serving individual clients, we have also taken on mandates for a variety of funds, certificates and bonds, which are being individually managed by our competent and experienced team. Depending on the respective clients and their objectives, we pursue diverse investment strategies according to the defined targets.

Our asset management product concepts are equally marked by comprehensive specialist expertise. They are tailored to the objectives of our institutional and private investors, who can choose between a conservative, a balanced or a dynamic strategy.

OUR ASSET MANAGEMENT IS BASED ON A PHILOSOPHY OF LONG-TERM VALUE PROTECTION.

People

Personal Contacts

All our clients know their contacts within our company by name – both for matters of investment strategy and execution. In this, we rely on personnel continuity and long-term personal relationships. We do not have a hotline. Consequently, our clients can get in touch directly so we can settle all arising questions on the spot.

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Whatever we do is based on sound values that form the foundation of our identity.