Private equity
Private equity means owning stakes – broadly diversified – in more than 500 companies that are not listed on a stock exchange – the way institutional investors, foundations and family offices have done for decades. Selected fund solutions open this access to private investors.
- The most profitable asset class in the world
- Strong returns, high security – invest efficiently
- The best protection against inflation
What private equity is
Private equity funds acquire majority stakes in established companies, actively develop them over several years and then sell them on. Value is created not on the exchange but through management expertise inside the company: through growth, professionalisation and strategic decisions.
- Broad diversification across many companies, sectors and regions
- Low dependence on daily market swings
- Tangible-asset character as a building block against inflation
- Terms of typically at least seven years – planned, not speculated
Why invest in unlisted companies?
Because 99% of all companies in Germany with revenues above 50 million euros and more than 250 employees are not listed on a stock exchange. That is more than 16,000 companies, of which only 429 are listed. This holds enormous potential: through professional management, these companies become significantly larger and more profitable over three to seven years – and you participate in that. It is a business model that renowned private equity firms have pursued with great success since the 1970s.
Who it suits
Private equity is a long-term building block for investors who deliberately want to shield part of their wealth from short-term market noise. Together we assess which share fits your overall structure, what minimum investment makes sense and how the capital commitment fits your liquidity planning.
How we work
I select fund solutions by track record, cost structure and transparency, explain how they work and what the risks are in plain language, and stay at your side for the entire term – including reporting and regular reviews.
How we work together
Three steps, no small print. After each step you decide whether to continue.
Initial consultation
About 30 minutes, free of charge, in Stockach or by video call. We clarify your situation, your goals and what you expect from advice.
Analysis and recommendation
You receive a written evaluation with concrete, comprehensible recommendations – including costs, risks and alternatives.
Implementation and support
I implement with you what you have decided and stay at your side: through market movements as well as changes in your life.
Related areas
Asset management
Your portfolio, professionally managed.
- Tailor-made, ETF-based investment solutions
- Equities, bonds, precious metals, liquidity
- Actively managed, far-sighted, transparent
Real estate
Tangible asset, return and tax advantage in one.
- Security and return – with real estate as a tangible asset
- Save taxes, secure public subsidies – your advantage, your property
- Build wealth cleverly with real estate – possible for everyone
Private Equity – my book for you
How does private equity work, why has it so far been mainly the domain of wealthy and institutional investors – and how can private investors sensibly include this asset class in their portfolio? My e-book explains it clearly in just over 50 pages.
- What private equity is and how it works
- Why mainly institutions have invested so far
- How private investors can make use of the asset class
The e-book is available in German.
Download for free
Let us talk about your wealth.
An initial consultation takes about 30 minutes, is non-binding and free of charge. In Stockach or by video call.