Wealth Management
Tailored to you.
Accompanying wealth means more than optimising portfolios. It means understanding the people behind it — their goals, their family, their life situation. And the questions that arise when wealth grows, changes or is to be passed on.
The whole is more than the sum of its parts
— Aristotle (384 – 322 BC)
Some of these questions are financial in nature: how do you invest without relying on forecasts? When does private equity belong in a portfolio — and when does it not? Other questions cannot be solved within a portfolio: what happens to the business you built? How do you set up a foundation that delivers what it should in twenty years?
And then there is the question most of our clients bring first: who keeps the overview when accounts sit at different banks, real estate spans several countries and holdings are spread across different structures? Wealthgate accompanies clients through all of these questions — with an eye on the full picture and the commitment to think exclusively in your interest.
Our services
Six disciplines. One approach.
Each field demands its own judgement — and an understanding that reaches far beyond finance.
Your Wealthgate specialist
Personal service starts with personal accountability.
Michael Huber
Executive Director Wealth Management
Michael Huber brings over 30 years of experience in wealth management and private banking — most recently as head of private banking at an independent private bank in Baden-Württemberg. What sets him apart from traditional advisers: he brings securities and lending business together and finds synergies others miss. For him, risk protection, powers of attorney and succession planning are the foundation of serious wealth advice — not add-ons, but the base.
„Thinking solutions through to the end — that is my standard. Not only for today, but for everything still to come."
