FINVIA People & Culture
Patrick Heidemanns
Senior Family Officer
Biography
Patrick Heidemanns has been with FINVIA since April 2023.
As a Senior Family Officer, he supports our clients in the areas of wealth controlling and wealth management.
He began his training as a banker at Deutsche Bank AG in 2001, where, after successfully completing his training, he assisted wealthy private clients with a wide range of investment and asset management issues and held various positions in the areas of personal and private banking. While working, he successfully completed a degree in banking and banking management. At the beginning of 2017, he moved to the auditing firm Warth & Klein Grant Thornton, where he most recently headed the wealth controlling team as a senior manager. Here, he advised wealthy private individuals, entrepreneurs, family offices and cooperation partners on all aspects of wealth controlling and successfully managed the project to digitalize wealth reporting. Mr. Heidemanns was a member of the Private Finance Management Board. At the beginning of 2022, Mr. Heidemanns moved to the reporting service provider Reportify Analytics, where he was responsible for the further development of the reporting business area as Head of Business Development & Sales.
