Specialists for your wealth

The people behind the performance.

Your Specialists

Great experience and great commitment to your assets

Management

PROFILE

Asset Manager WSA, Certified Financial Planner, Banking specialist, Specialised in portfolio management and financial and succession planning To Profile

Christian Sammet
Managing Director and Shareholder

Consulting

PROFILE

Certified Financial Planner®,
lawyer,

Specialised in portfolio management and financial and succession planning

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Almut Sonnhalter

Prokuristin und Family Officerin

PROFILE

financial planner,
Bank business economist,

Specialised in portfolio management and financial and succession planning

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Sascha Netusil

Prokurist und Family Officer

PROFIL

Bankkaufmann

Bankfachwirt

Spezialisiert auf das Portfoliomanagement und Kapitalmarktanalysen

 

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Dennis Scherer

Leiter Portfoliomanagement

PROFIL

Studium der Rechts- und Betriebswissenschaften
Objektive, diskrete und pragmatische Beratung im Hinblick auf strategische Optionen bei Unternehmenstransaktionen 

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Dr. Clint Magg

M&A Beratung

PROFILE

Graduate Economist

Financing expert with more than 25 years of experience
Specialized in bank and capital market financing and financial organization

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Wilhelm Deißmann

Financing Expert

Steuerung & Back Office

PROFILE

Banker
Asset Manager WSA

Specialized in marketing and project management with over 20 years of professional experience

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Ralph Angerer

Prokurist und Leiter Vertriebssteuerung

PROFILE

Banker
Banking specialist (HfB, WSA)

Many years of banking experience as branch manager. Perfect financial know-how and representative for all back office topics

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Daniela Sammet

Prokuristin und Leiterin Back Office

PROFILE

Administrative assistant,
Many years of experience in the commercial sector. Support for all back office issues. 

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Ingrid Barthel

Back Office

Insurance & Real Estate

PROFILE

Financial Planner
Versicherungsfachwirt
Berater Arbeitskraftabsicherung (IHK)

Spezialist für:
Gesundheit- und Vorsorgelösungen
Absicherungen (priv. und gewerblich)
Absicherung der Arbeitskraft
Beratung für den Öffentlichen Dienst

Zum Profil

Michael Becker

Versicherungen

PROFILE

Project Manager,
Real estate agent (IHK),
Manager business organization,
Lean Six Sigma Expert,

Real estate specialist, licensed broker and financing expert in the residential and commercial sector

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Elio Ballerini
Leiter Immobilien

Funds

PROFILE

PhD in physics and computer science

Head of Portfolio Management and Chief Engineer of the German Research Center for Artificial Intelligence

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Dr. Sven Schmeier

Fondsadvisor

PROFILE

Bachelor of Science Business Informatics, Master of Science Computer Science,

Software Developer

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Valentin Häußer

Fondsadvisor

PROFILE

Master of Engineering Car development,

Bachelor of Engineering mechatronics,

Software engineer and consultant

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Daniel Gruner

Fondsadvisor

Advisory board

Marcus Böhringer

The company mabo Steuerungselemente GmbH was founded in 1991 by Werner J.E. Böhringer in Stebbach, near Eppingen. Responsible action and sustainable management is the credo of the father of two. With his son Marcus E. Böhringer, the succession in the company is also secured. After successfully completing his studies and holding several positions in Germany and abroad, the graduate industrial engineer took over the management together with his father in 2008.

Wolfgang Leimgruber

Former Member of the Executive Board of Porsche AG responsible for Production and Logistics

Only the tie betrays that the former head of the body shop is one of the Porsche management team. The Laupheim-born car mechanic is a down-to-earth person. He learned car building from scratch: first an apprenticeship as a machine fitter, then engineering school in Ulm and finally mechanical engineering studies at the TH Stuttgart. He worked for the sports car manufacturer for over 30 years, his entire career. Now he accompanies numerous supervisory board mandates in various companies.

Dr. Frank Thiede

After studying economics and obtaining his doctorate at the University of Hohenheim, he worked as a tax consultant for an international IT group and a Big Four auditing firm, where he was responsible for VAT, international tax law and investment tax law. After working in New York, London, Frankfurt am Main and Zurich, he founded TAXGATE in Stuttgart, a law firm specialising in transactions, investments and tax compliance.

Dr. Nebojsa Todorovic

„Das Risiko einschätzen und Mut haben, es einzugehen, veränderte mein Leben“ sagt heute der promovierte Mathematiker und blickt auf eine erfolgreiche Karriere zurück. Damals entschied er sich, seinen sicheren Beruf als Industriemechaniker aufzugeben, um Mathematik zu studieren. Nach anschließender Promotion widmete er sich dem Thema Risikomanagement zunächst als Berater bei zwei der „Big Four“ Wirtschaftsprüfungsgesellschaften. Später wechselte er zu UBS Deutschland und übernahm anschließend nach der Firmierung zu UBS Europe S.E. eine Europafunktionsrolle. Seit dem Jahr 2020 ist er im Risikobereich eines großen deutschen Kreditinstituts tätig.

Your access

E-Mail

mail@wealthgate.de

Phone

+49 (0)711 540 90 29 20

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