Beyond Wealth
Beyond Wealth
Today and in the future
Prosperity is never just a matter for the present. The long-term preservation and growth of wealth, ideally over generations, requires sound knowledge and a clear, forward-looking strategy.
What sounds simple in theory is hardly achievable in practice for the vast majority of investors: 96% of all assets are not optimally positioned1. In reality, in the vast majority of cases, only ultra-high-net-worth individuals have a strong and reliable partner who makes the right decisions with a view to their overall wealth, regardless of their own interests.
FINVIA is stepping up to change that: With digital excellence, we offer entrepreneurs, families, professional athletes and institutions comprehensive wealth structuring and management for multi-million assets of varying degrees of complexity.
Our offer
Wealth is defined by how you manage it. FINVIA offers you a holistic, modular service portfolio, allowing you to benefit from 420 years of combined investment experience across all liquid and illiquid asset classes..
You decide whether we manage all or just a portion of your assets. What you always receive, however, is comprehensive support—from analysis and advice to the supervision of your wealth.
1Private Wealth Management Study Germany 2020 I Stephan Unternehmens- und Personalberatung GmbH
Our success
7
billion euros
supervised wealth
420
years
Experience
70
Experts
across Germany
Multiple
award recipient
from Handelsblatt Elite Report
FINVIA services
Family office approach
Personal. Digital. All-encompassing.
With state-of-the-art technology and decades of experience, FINVIA defines the new standard for family office services - and ensures that your wealth endures.
Liquid investments
A strong strategy for the "classics"
Invest optimally in equities, bonds and commodities - with the intelligent FINVIA ETF strategy and access to renowned asset managers.
Alternative investments
New paths to investment success
Expand your portfolio with FINVIA to include private equity, private debt, hedge funds, infrastructure and real estate – starting from €200,000 and at institutional conditions.
Real estate
A stable foundation for your wealth
Use our decades of experience and our first-class network to make real estate investments a key element of your portfolio.
wealth controlling
Added value instead of an end in itself
Indispensable for sustainable, future-oriented wealth accumulation: FINVIA's digital wealth controlling creates added value - individually customizable and scalable.
Digital pioneer
Wealth Management
rethought
With our unique FINVIA approach, we guide our clients free from conflicts of interest through all aspects of wealth management: from defining investment goals and developing highly individualized investment strategies, to implementing the right infrastructure, managing assets, and providing advanced controlling — enabled by our proprietary technology. In everything we do, we go beyond the conventional:
FINVIA is Beyond Wealth
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Private equity offer
