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Private Equity & Wealth Management – ZUWAX

This is a convenience translation. The German version is legally binding. Deutsch

Peace of Mind for your wealth

Peace of Mind for your wealth

Wealth management and regulatory supervision

Asset management is provided by ZUWAX Asset Management GmbH, an investment firm supervised by the Federal Financial Supervisory Authority (BaFin) and Deutsche Bundesbank. The company is also a member of the Association of Independent Asset Managers (VuV).

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Your securities are held as Sondervermögen

Your securities are held separately and in your name by our partner banks in Europe.

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Your cash holdings are covered by the statutory deposit guarantee

Balances on current accounts of our partner banks in Europe are protected by statutory deposit protection in the respective country – as a rule up to 100,000 euros per client and bank.

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Your data are safe with us

As a company based in Germany, we are subject to European data-protection standards. In addition, we have established comprehensive security measures to ensure at all times that your data are in safe hands with us. These include, for example, encrypted transmission and secure authentication in your dashboard.

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Custody with partner banks in Europe

ZUWAX works with several partner banks in Europe. Your securities are held there as segregated assets – separate from the assets of the respective bank. The partner banks are service providers for accounts and custody and do not take investment decisions.

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We invest solely according to your specifications

As your wealth manager we may not and cannot independently dispose of your assets. Instead, we invest them exclusively in accordance with the investment guidelines previously agreed with you.

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We act in your interest – whatever your needs may be