Specialists for your wealth
Your Specialists
Great experience and great commitment to your assets
Management
Consulting
Banker
Certified bank management expert (ADG)
Specialized in portfolio management and financial and succession planning
Bernhard Schweizer
Division Manager Family Office
Financial Planner
Graduate in banking management (Frankfurt School)
Specialised in portfolio management and financial and succession planning
Thomas Scheunert
Deputy Head of Family Office
Certified Financial Planner®,
lawyer,
Specialised in portfolio management and financial and succession planning
Almut Sonnhalter
Prokuristin und Family Officerin
financial planner,
Bank business economist,
Specialised in portfolio management and financial and succession planning
Sascha Netusil
Prokurist und Family Officer
Michaela Pircher
Branch Manager Stuttgart
Financial Planner
Banking economist
Specialised in portfolio management and financial and succession planning
Michael Huber
Prokurist und Family Officer
Specialist for structured, individual credit solutions with a focus on real estate
Heike Frühwirth
Head of Financing
Insurance & Real Estate
Financial Planner
Versicherungsfachwirt
Berater Arbeitskraftabsicherung (IHK)
Spezialist für: Gesundheit- und Vorsorgelösungen, Absicherungen (priv. und gewerblich), Absicherung der Arbeitskraft
Michael Becker
Insurance
Projektmanager
Immobilienmakler (IHK)
Manager Betriebsorganisation
Lean-Six-Sigma Experte
Immobilienspezialist, zugelassener Makler und Finanzierungsexperte im Wohn und Gewerbebereich
External Advisory
Insurance salesman
Insurance specialist (IHK)
Consultant commercial personal insurance business (BWV)
Consultant commercial property insurance business and corporate pension scheme (SV Vertriebsakademie)
Specialist for: Health and labour protection, private and commercial pension solutions, insurance solutions in the field of generation management.
Wolfgang Kurz
Managing Director Insurance
Diplom-Ökonom
MBA Corporate Finance
Specialized in portfolio management and financial and succession planning
Ralph Lück
External Advisor
Studies in law and business administration
Objective, discrete and pragmatic advice with regard to strategic options in corporate transactions.
Dr. Clint Magg
M&A Consulting
External Advisor
Graduate Economist
Financing expert with more than 25 years of experience
Specialized in bank and capital market financing and financial organization
Wilhelm Deißmann
Financing Expert
Steuerung & Back Office
Banker
Asset Manager WSA
Specialized in marketing and project management with over 20 years of professional experience
Ralph Angerer
Prokurist und Leiter Vertriebssteuerung
Banker
Banking specialist (HfB, WSA)
Many years of banking experience as branch manager. Perfect financial know-how and representative for all back office topics
Prokuristin und Leiterin Back Office
Administrative assistant,
Many years of experience in the commercial sector. Support for all back office issues.
Ingrid Barthel
Back Office
Bank clerk
Many years of professional experience with banks and building societies
Tanja Siewert
Back Office
Stefanie Waldvogel
Back Office
Advisory board
Marcus Böhringer
Wolfgang Leimgruber
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
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
mail@wealthgate.de
Phone
+49 (0)791 202 196 00