Wealth management with vision — solid, independent and individual.
Hansen & Heinrich stands for solid, independent and individual asset management: With tailor-made investment strategies, personal advice and innovative solutions, we protect and grow your wealth — responsibly and successfully over the long term.
Unser Portfoliomanagement-Bericht:
Aktuelle Ausgabe Mai 2025
Lesen Sie monatlich unsere aktuelle Markteinschätzung und gewinnen Sie Einblicke in unsere Vermögensverwaltung.
Asset management means trust — and that is exactly what we put first.
As a bank-independent asset manager, we offer more than just returns — We create security, preserve value and build long-term, trusting relationships. Because wealth is more than money: It means the future, responsibility and stability. In an increasingly complex financial world, we are at your side as a reliable partner to make sustainable and well-founded decisions.
Our investment strategies are individually tailored to your goals and needs and combine stability with growth. In addition to economic analyses, ethical and ESG criteria are incorporated into our decisions. Our independence enables us to act exclusively in your best interest — without hidden commissions or external influence.
Whether individual asset management, managed deposits or specialized funds — we offer you flexible investment solutions that adapt to your life situation and are actively geared to market changes. Since 2001, we have been serving private clients, companies and foundations with a clear goal: to make your financial life easier and safer. Because true financial freedom means focusing on what really counts. Read more about our identity here
Our services for you
Our individual asset management goes far beyond traditional investment advice. We offer you tailor-made financial management that takes into account your entire financial situation — from securities and real estate to insurance and investments.
With our financial planning and private secretarial services, we take care of the consolidated recording of your accounts, coordinate your financial correspondence and support you in strategic asset management. In doing so, we act independently, exclusively in your interest and with a clear focus on safety, substance and foresight.
Our services also include recording and managing your insurance policies, assistance with real estate projects and integrating your corporate investments into your financial planning. A personal quarterly discussion ensures continuous transparency and adjustment to your life situation.
As a bank-independent asset manager, we are at your side as a trustworthy partner and enable you to make sustainable and well-founded financial decisions — for today and future generations.
Diverse investment options with sustainable growth. Hansen & Heinrich offers specialized funds for various investor needs. All funds are professionally managed, transparent and designed for long-term stability:
• Hansen & Heinrich Universalfond A— Global equity strategy with additional returnsHansen & Heinrich Universalfond S
- Globale Aktienstrategie mit Zusatzrenditen
This mutual fund invests in equities worldwide and uses targeted covered stillholding transactions to generate additional income. Broad diversification offers opportunities for long-term growth.
• H&H Endowment Fund — Sustainable income with an ESG focus
Designed specifically for foundations and security-conscious investors, this fund combines stable income with a defensive approach. ESG criteria ensure a sustainable and ethical investment strategy. Since 2022, it has also been available to private investors.
• WowiAssets — Security-oriented money market alternative
Ideal for investors looking for a stable investment with daily availability. The fund aims for steady returns above the money market interest rate level and is particularly suitable for security-conscious investors.
Benefit from a broadly diversified fund strategy that combines long-term growth with sustainable security.
Easy and flexible asset management. Hansen & Heinrich Managed Depots give you easy and direct access to unit-linked asset management. You can choose from four different strategies — and, together with our experienced financial market experts, decide which best suits your life situation and your individual goals. The investment itself takes the form of a one-time investment or in combination with savings plans. There is also regular reporting.
Always keep an eye on your assets — with the H&H Wealth Cockpit.
Hansen & Heinrich offers a digital asset cockpit that gives you a transparent and understandable overview of your entire portfolio. In this way, you always have an overview and can easily manage and optimize your financial strategy.
Our references speak for themselves.
Hansen & Heinrich both supports wealth creation and is a sparring partner for entrepreneurs and founders, particularly in the areas of private and corporate pension provision and insurance issues.
Time relief through an interdisciplinary range of services - Hansen & Heinrich lives by the holistic care approach.
Our survey speaks for itself.
We are very grateful not only for the large turnout in our client survey, but also for the diverse and valuable feedback.
The following questions were particularly important to us:
→ How high is your overall trust in H&H?
→ How likely is it that you would recommend H&H?
On a scale of 1 to 10, we were able to score 9 points each.
We are very pleased about this and take it as an incentive to continue doing our best for you.
Quite excellent.
Your questions to us.
Do you have any questions about our services? We would also be happy to answer them for you personally.
At H&H, it all starts with getting to know each other personally — either at one of our four locations (Berlin, Frankfurt, Kempten, Düsseldorf) or directly at your location. Together, we evaluate your current situation and work on a strategy for your assets. During the entire process, you have a dedicated contact person who will support you over the long term.
Hansen & Heinrich is independent of banks and receives no commissions, which ensures objective advice. Instead of standardized products, we offer tailor-made investment strategies that are flexibly adapted to market changes and individual goals — personal, transparent and sustainable.
We do not have a fixed minimum amount for our individual asset management. For H&H Managed Depots and Funds, investments are also possible with small amounts. We would be happy to provide you with individual advice on the investment options that are right for you.
No, as an independent asset manager, Hansen & Heinrich receives no commissions from banks or investment companies. This ensures that our recommendations are exclusively in your best interest and that there are no hidden conflicts of interest.
At H&H, it all starts with getting to know each other personally — either at one of our four locations (Berlin, Frankfurt, Kempten, Düsseldorf) or directly at your location. Together, we evaluate your current situation and work on a strategy for your assets. During the entire process, you have a dedicated contact person who will support you over the long term.