Berlin’s personal Wealth management company.
We are here
to inspire you!
We focus on your individual goals.
Let's shape your financial future together.
Your future in reliable hands:
Individual wealth management with more than 75 years of collective experience.
BPM - Berlin Portfolio Management is your experienced partner for the professional management of security portfolios. With our in-depth market knowledge and comprehensive expertise, we develop customized investment strategies for you. Our aim is to preserve and increase your wealth in the long term in order to achieve your individual financial goals. BPM operates throughout Germany on the legal basis of § 15 of the German Investment Firm Act.
BPM - Berlin Portfolio Management GmbH
Uhlandstraße 33
10719 Berlin
Germany
Telephone of the managing directors
(Uwe Günther & Thomas Pass)
+49 30 8871087-10
+49 30 8871087-17
E-mail
bpm@berlin-pm.com
Our services
Growth and stability
for your wealth
Individual Wealth Management
We work with you to develop a customized investment strategy that is perfectly tailored to your individual needs and risk appetite.
Long-Term Wealth Creation
More than just an investment: We accompany you on your financial journey and secure your wealth for future generations.
Specialist for Usufructuary Topics
Secure your financial future and that of your family with an usufructuary custody account and benefit from tax advantages.
Transferring Wealth
Plan your wealth transfer securely and efficiently. We support you in structuring your estate.
Transparency
Transparency is important to you and to us. We provide you with comprehensive information on all contract details.
Retirement Planning
Shape a financially carefree life with us now and into high age. We will develop the perfect solution for you.
Experience the inspiration for yourself!
Arrange your free initial consultation now
and experience wealth management at the highest level.
Why BPM – Berlin portfolio Management
Forward-looking solutions
We develop innovative investment strategies that will also meet future challenges.
Independence
As an independent wealth manager, we are not tied to specific products or banks. We always act in your best interests.
Transparency
Transparency is a matter of course for us. We provide you with comprehensive information about your investments and all costs incurred at all times.
Many years of experience
Benefit from our many years of expertise in wealth management. We will guide you safely through volatile markets.
Individual advice
Your goals are our focus. We develop a customized investment strategy for you that is perfectly tailored to your needs.
Familiar atmosphere
With us, you can expect personal and intergenerational support. You are the focus of our attention.
Discretion
We treat your personal data confidentially. Discretion is our top priority. This also applies to your physical precious metals, for which we arrange storage for you at renowned Swiss banks.
Flexibility
Whether safety-oriented or risk-taking, fixed or variable - the remuneration solution must suit you perfectly.
What our clients say
FAQ - Frequently asked questions
Transparency is important to us.
We are happy to answer all your questions about wealth management in our FAQ section. If you have any further questions, simply write to us at bpm@berlin-pm.com or use our contact form.
Wealth management means having a trusted expert manage your assets in a professional and forward-looking manner to help you achieve your financial goals. A German Bundesbank-licensed wealth manager brings the expertise, experience and resources you need to optimize your wealth development.
BPM offers you individual solutions, independence from banking interests, many years of experience, transparency, discretion and a host of other benefits tailored to your specific needs.
The performance of your assets depends on various factors, such as the agreed strategy, the selected asset classes and the current market situation. Our aim is to meet your expectations in the long term and to inspire you. In the long term, you can expect a positive development of your assets.
In an initial meeting, you and we will get to know each other and your individual goals and expectations. During the meeting, we will outline an initial framework of options and alternatives. We will then be happy to prepare a customized offer for you.
The frequency of the consultations depends on your individual needs. As a rule, detailed reporting meetings take place at least once every six months. Of course, you can also contact your management team directly at any time for questions and requests.
BPM's “investment product” is its individually designed and efficient wealth management mandates. In these, we use all liquid and tradable investment solutions for your success. These include equities, bonds, ETFs, mutual funds, liquid alternative investments and even physically deposited precious metal investments.
We attach great importance to careful quality selection and constant monitoring of your assets. Nevertheless, every investment is subject to fluctuations and this is important in terms of long-term value growth. By the way: custody accounts are not subject to the risk of the custodian bank.
Bank costs and management fees are completely transparent and are disclosed to you in advance.
You will receive detailed monthly reports on your investments. In addition, you can access all portfolio details online at any time of day or night.
Unfortunately, our modern world is characterized by a large number of simultaneous crises. BPM's robust portfolio structures take this into account. The same applies to dealing with inflation risks.
BPM only uses tradable securities in its individual portfolio structuring. In urgent cases, you will be liquid within a few days. We do not use closed-end investments, exotic mantle solutions or other illiquid forms of investment.