Capitell opens new branch in Heilbronn: Financial experts on site!

Capitell opens new branch in Heilbronn: Financial experts on site!

Something is happening in the pulsating city of Heilbronn: the independent asset management of Capitell has opened its new branch, and this sets fresh accents in the region. On the helmeting tax, Magnus is a branch manager who can shine with over 20 years of experience in individual asset management at Deutsche Bank. His goal? To create a trusting contact point for wealthy private and entrepreneur customers. A project that is not only ambitious, but also urgently needed, because there is great potential for such a service in the region.

"The proximity and local presence is of the utmost importance in wealth management for us," explains Sven Karkossa, board member of Capitell. The company's philosophy includes the waiver of in -house products and instead focuses on tailor -made asset strategies. These are intended to include active management, risk control and value retention - a concept that is very popular with customers.

pioneering work in Heilbronn

With the opening of the branch in Heilbronn, there is now a direct connection to one of the leading independent asset managers in Germany, which was founded in 2000 and now employed over 70 employees. Capitell skilfully manages a fortune of almost 4 billion euros for more than 1,800 clients. Magnus does not change from this successful team alone; Oliver Karle and Stefan Maierhofer also come from Deutsche Bank and bring fresh know-how.

The trio has already planned an exciting event program for the announcement of the new branch. Such events offer an excellent opportunity to gain the trust of the local population and to clarify potential customers about the advantages of individual asset management.

growth in the asset management sector

The opening in Heilbronn also coincides with a general trend in Germany: independent asset management is experiencing strong growth. A study by the Aschaffenburg Technical University of Technology shows that the managed assets and the number of customers in this sector are steadily increasing. The median of the managed assets grew from 110 million euros in 2014 to 232 million euros in 2021. In addition, the average number of customers has increased from 321 to 500. These numbers underline that there is still a lot of potential in the industry. Over 80% of the assets even achieve double-digit equity returns, which speaks from a flourishing industry that may continue to develop in the coming years.

Overall, the history of the new branch of Capitell in Heilbronn shows an exciting picture: an experienced leader, a strong team and the incessant urge to deepen the relationship with customers. It looks like this new address could become the trendy contact point for asset issues in the region. If you want to get to know your secret, you should not miss the upcoming events.

For more information on the branch and the offers of Capitell in Heilbronn, interested parties (https://capitell-ag.de/neuke/eroeffung-der-neuen-lält-in-heilbronn/) can be looked at. The [DFPA] (https://www.dfpa.info/beratung-vertrieb-news/branchen-studie-die--unabhaengige-ver-vermetensverwaltungs-waechst-und-hweiteres-poten-poten delivers further interesting insights on the growth market of the independent asset management. The private banking magazine has also compiled exciting details about the opening.