KSW Vermögensverwaltung AG

Ihr privater unabhängiger Vermögensverwalter aus Nürnberg - seit 1997 || Ausgezeichnet mit "summa cum laude"

General Information
Company Name
KSW Vermögensverwaltung AG
Founded Year
1997
Location (Offices)
Nurnberg, Germany +1
Founders / Decision Makers
Number of Employees
14
Industries
Finance, Financial Services
Funding Stage
-
Social Media

KSW Vermögensverwaltung AG - Company Profile

KSW Vermögensverwaltung AG:

KSW Vermögensverwaltung AG, based in Nuremberg, Germany, has been providing independent wealth management services to entrepreneurial families, foundations, and institutional clients since 1997. With over €1.1 billion in assets under management and 20 employees, KSW is one of the larger wealth managers in Germany and a leader in the Franconia region.

KSW has been recognized with the "summa cum laude" award by the Elite Report of Handelsblatt, cementing its position as an elite wealth manager in the German-speaking region. The company prides itself on its independence and individuality, tailoring its approach to the personal goals of its clients.

The company's milestones include reaching €1 billion in managed assets in 2021, celebrating its 25th anniversary in 2022, and expanding to 20 employees in 2023. KSW's commitment to sustainability is evident through its move to an energy-efficient building with its own photovoltaic system in 2017.

With a focus on long-term investment strategies rooted in the modern portfolio theory, KSW emphasizes professional risk management to ensure secure wealth management for its clients.

Having undergone several expansions and witnessed key personnel transitions, including the additions to the board in 2004, KSW has evolved and adapted to meet the needs of its clients in the ever-changing financial landscape.

For more information, visit https://www.ksw-vermoegen.de/impressum/

Taxonomy: Vermögensverwaltung, Finanzplanung, Nachfolgeplanung, Stiftungen, Portfoliomanagement, moderne Portfoliotheorie, Familienpooling, Family Office, Risikomanagement

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