Specialists for your wealth
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
Consulting
PROFILE
Certified Financial Planner®,
lawyer,
Specialised in portfolio management and financial and succession planning
Almut Sonnhalter
Prokuristin und Family Officerin
PROFILE
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
Dennis Scherer
Head of Portfolio Management
PROFILE
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
PROFILE
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
PROFILE
Banker
Asset Manager WSA
Specialized in marketing and project management with over 20 years of professional experience
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
Prokuristin und Leiterin Back Office
PROFILE
Administrative assistant,
Many years of experience in the commercial sector. Support for all back office issues.
Ingrid Barthel
Back Office
Insurance & Real Estate
Michael Becker
Insurances
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
Funds
PROFILE
PhD in physics and computer science
Head of Portfolio Management and Chief Engineer of the German Research Center for Artificial Intelligence
Fondsadvisor
PROFILE
Bachelor of Science Business Informatics, Master of Science Computer Science,
Software Developer
Fondsadvisor
PROFILE
Master of Engineering Car development,
Bachelor of Engineering mechatronics,
Software engineer and consultant
Fondsadvisor
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)711 540 90 29 20