Asset Management

Those who want to know that their private assets, those of a foundation or even of an institution are in good hands and who themselves have little understanding of capital preservation and protection, can assign this task to a so-called asset manager. Asset management, a professional title that is largely unprotected or unregulated in Germany, defines a service that deals with the management of assets.

The management activity of an asset manager includes the independent initiation of and responsibility for investment decisions. In coordination with the client and the respective objectives, short-, medium- and long-term investment strategies should be developed and the assets invested in various areas in order to optimize returns. These depend very much on the client's risk tolerance and the assets to be managed. These may be real estate, products of the financial markets or other investments at home or abroad.

When choosing an asset manager, you should exercise caution and carefully consider to whom you entrust your assets. In principle, however, anyone can take on this activity. However, an acquaintance of the family who speculates on the stock market as a sideline should not be the first choice, even if there is a good relationship of trust.

If you are currently thinking about entrusting an asset manager with the care and management of your assets, try to soberly and neutrally examine the qualifications of the candidates in addition to their trustworthiness. Managing assets is time-consuming and requires in-depth knowledge of investment strategies, tax law and economics. You are best advised if, when making your choice, you can rule out as far as possible that the asset manager's own financial interests stand in the way of your investment interests. This could be the case, for example, with institutional financial service providers and banks offering comparable services.

If you have any questions about asset management or are looking for support in the area of asset management, please contact us. We will be happy to advise you.

How we can support you in the area of asset management

• Yield increase through tax optimization
• Advice on asset planning and investment strategies
• Legal advice on liability issues of the asset manager
• Development of contractual concepts and investment guidelines
• Advice on the settlement of estates
• Execution of wills
• Controlling and monitoring of asset managers
• Advice after loss of assets and on the subject of recourse

Helpful further articles on the topic of asset management

• International asset management: complete deposit with cash account collected as advance tax
• Inheritance and pension law: Your lawyer for competent advice in Munich
• Asset manager’s liability: right to compensation and damages
• Asset management in private wealth management

Do you have questions?

Please do not hesitate to call us for an introductory conversation. I will gladly take the time personally to review your case and give you an estimate of the work involved.

That way, you will already be one step further!

You can reach us by phone at +49 89 / 17 90 900 or with a click on the button:

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Dr. Johannes Fiala

Your lawyer in Munich is reliable and competent, always by your side.

The first phone call is a free introductory conversation. An in-depth consultation is not possible at this stage.
You will find out what we can do for you and what information and documents we need from you for a qualified consultation. That way, you will have made a decisive contribution toward resolving your matter.