wSw PortfolioManagement

The main activity of WSW PortfolioManagement AG is wealth management and independent financial advice. The company offers a full range of services aimed at preserving, optimizing, and transferring financial assets to the next generation.

Products and services offered:

• Comprehensive wealth management advice
• Financial analysis and planning
• Management of financial portfolios
• Support and management of foundation assets
• Optimization of asset structure from a risk perspective
• Family Office services
• Responsible investment according to ESG criteria
• Investment strategies with options and certificates, notably to generate additional income through "Stillhaltergeschäfte" strategies
• Specific advice on gold investment

Target market:
WSW PortfolioManagement AG primarily targets three client segments: high-net-worth individuals, companies, and foundations. The focus is on a personalized, independent approach (without selling in-house financial products) and transparency, with fees tailored to the client's needs.

The company positions itself as a trusted partner, committed to confidentiality, transparency, and personalized advice, in order to build lasting relationships with its clients.

History and key milestones of wSw PortfolioManagement AG

wSw PortfolioManagement AG is a German company specializing in wealth management, financial planning, and portfolio management for private clients, companies, and foundations. The company stands out for its complete independence, distributing no proprietary financial products, which ensures objectivity in advice and management.

Establishment and development
The company was founded in 2010. Its 10^th anniversary, initially planned for July 2020, was celebrated in December 2022 due to the Covid-19 pandemic. This event brought together the team and many loyal clients for an evening at the Berlin Aquarium, marking an important milestone in consolidating client relationships and the company’s reputation.

Products and services
wSw PortfolioManagement AG offers a comprehensive range of services:

• Comprehensive wealth management advice
• Financial analysis and planning
• Financial portfolio management
• Wealth management for foundations
• Optimization of asset structure from a risk perspective
• Family Office
• Responsible investment according to ESG criteria

The company also stands out for implementing options strategies (notably “Stillhaltergeschäfte” transactions) to generate additional income for its clients, in addition to dividends.

Partnerships and key events
wSw PortfolioManagement AG collaborates with renowned partners, such as V-Bank AG, which has supported several of the company’s events and initiatives. The company regularly organizes conferences and meetings, such as the “Kapitalmarkt 2025” evening, to inform its clients about financial market outlooks.

Strategic changes and expansion
The company has strengthened its position in international investment, particularly in Asia (China and Japan), by conducting on-site visits to better understand the markets and meet with local management companies. It has also developed expertise in gold investment, considered a safe haven, and in integrating ESG criteria into its investment strategies.

Values and philosophy
wSw PortfolioManagement AG emphasizes transparency, trust, individualized solutions, and the protection of its clients’ wealth for future generations. Its compensation model is clear and tailored to clients’ needs, strengthening the relationship of trust and the sustainability of partnerships.

Founder and key members of the management team of WSW PortfolioManagement AG

Founder:
Carsten Wanner is the founder and member of the management board (Vorstand) of WSW PortfolioManagement AG since its establishment in June 2010. He has more than 30 years of experience in the banking sector, notably as a director at Deutsche Bank AG.

Key members of the management team:

• Carsten Wanner – Management Board (CEO, founder)
• Detlef Hauptstein – Management Board (CEO, member of the management board since October 2010)
• Stefan Franke – Financial Portfolio Manager, Authorized Signatory (team member since January 2011)
• Michael Ryl – Financial Portfolio Manager (team member since January 2025)
• Britta Schröder – Assistant, Bank Clerk (assistant since May 2018)

Supervisory Board (Aufsichtsrat):

• Tibet Neusel – Chairman of the Supervisory Board (Lawyer, specialist in tax law)
• Dr. Wolfgang Schirp – Vice-Chairman of the Supervisory Board (Lawyer, specialist in investment law)
• Wolfgang Bädicker – Member of the Supervisory Board