Flossbach von Storch

What Flossbach von Storch does

Flossbach von Storch is a privately held, bank-independent asset management company founded in 1998 and headquartered in Cologne, Germany. The group operates through its Luxembourg-domiciled management company, Flossbach von Storch Invest S.A., which administers a broad fund range distributed via the parent entity Flossbach von Storch SE and country-level paying agents. As of mid-2026, the firm manages well over €40 billion in assets across its product suite, which spans multi-asset strategies (Multiple Opportunities; Multi Asset Defensive, Balanced, Growth), equity funds (Global Quality, Dividend, Global Emerging Markets Equities, Digital Essentials), bond funds (Bond Opportunities, Bond Defensive, Global Convertible Bond, Bond High Conviction), institutional foundation strategies, and the multi-tier Flossbach von Storch ONE wealth management series (Vermögen I, II, III). Funds are offered in both OGAW/UCITS and AIF structures via SICAV and FCP vehicles, with multiple share classes (including VI/VII institutional classes and currency-hedged variants) and integrated SFDR sustainability disclosures.

The firm generates revenue primarily through management fees ranging from approximately 0.26% to 1.87% annually depending on share class and strategy, supplemented by performance fees (up to 10% of gross share value performance, capped at 2.5% of average sub-fund assets) and entry fees of 0% to 5%. Distribution is conducted across ten European countries (Germany, Luxembourg, Austria, Switzerland, Spain, Italy, Portugal, France, Liechtenstein, Belgium), targeting three customer segments: private retail investors (Privatanleger), institutional investors, and distribution partners (Vertriebspartner). The company explicitly does not distribute to US investors. Marketing is delivered primarily through multilingual websites, investor relations contacts, and country-dedicated sales/information offices, with no proprietary mobile app, public APIs, or disclosed AI/ML technology stack. Leadership remains in founder/executive hands: a three-member Vorstand (Christoph Adamy, Markus Breidbach, Markus Müller) and an Aufsichtsrat including founder Kurt von Storch oversee strategy.

Name

Flossbach von Storch

Legal name

Flossbach von Storch Invest S.A.

Website

https://fvsinvest.lu

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

251–500 employees

Short description

Flossbach von Storch is a privately held, bank-independent asset manager founded in 1998 and headquartered in Cologne, Germany, operating via its Luxembourg management company to deliver multi-asset, equity, bond, and thematic funds to retail, institutional, and distribution-partner clients across ten European countries.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL)

Keywords

• Active asset management
• Multi-asset funds
• Equity fund management
• Fixed income funds
• Wealth management solutions

Headquarters

HQ city

Cologne

HQ country

Germany

HQ region

Europe

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Distribution channels3 records

Marketing channels2 records

Core offering

Flossbach von Storch is a bank-independent asset manager that designs, manages, and distributes actively managed investment funds across equities, bonds, multi-asset strategies, and thematic mandates. The firm sells these funds through UCITS SICAV and AIF FCP vehicles to retail investors, institutional investors, and distribution partners in multiple European countries, managing assets exceeding €40 billion.

Product overview

Flossbach von Storch operates as an independent asset management firm offering a diversified portfolio of investment funds managed under the Flossbach von Storch SICAV and UCITS/OGAW structures. The product lineup includes multiple multi-asset funds (Defensive, Balanced, Growth) designed for different risk profiles, equity funds (Global Quality, Global Emerging Markets Equities, Digital Essentials, Dividend), bond funds (Bond Opportunities, Bond Defensive, Global Convertible Bond, Bond High Conviction), and institutional Foundation funds (Defensive, Growth). Additionally, the Flossbach von Storch ONE series provides multi-tier wealth management solutions across three generations (Vermögen I, II, III) with various share classes (VR, VRT, VI, VII, VIII, VIT, VV) offering distribution and accumulation options in EUR and other currencies. The funds are distributed across multiple European countries including Germany, Austria, Luxembourg, Switzerland, Spain, Italy, Portugal, France, and Liechtenstein, targeting both retail and institutional investors.

Differentiator

Problem solved

Functional benefit

Products and services

• Flossbach von Storch SICAV – Multiple Opportunities Multi-asset fund investing across equities, bonds, and alternative asset classes with active risk management; aimed at retail and institutional investors seeking diversified long-term capital appreciation.
• Flossbach von Storch – Multi Asset – Defensive Defensive multi-asset fund with lower equity exposure designed for capital preservation-oriented investors.
• Flossbach von Storch – Multi Asset – Balanced Balanced multi-asset fund targeting a middle-ground equity/bond mix for moderate-risk investors.
• Flossbach von Storch – Multi Asset – Growth Growth-oriented multi-asset fund with higher equity allocation targeting long-term capital growth.
• Flossbach von Storch – Foundation Defensive Multi-asset fund engineered for German foundations and similar institutional investors, emphasizing capital preservation and steady real returns.
• Flossbach von Storch – Foundation Growth Growth-tilted multi-asset fund for German foundations and similar institutional long-horizon investors.
• Flossbach von Storch – Dividend Global equity fund investing in dividend-paying companies to generate income and long-term capital growth.
• Flossbach von Storch – Global Quality Global equity fund focused on high-quality businesses with strong balance sheets and durable cash flows.
• Flossbach von Storch – Global Emerging Markets Equities Equity fund investing in listed companies across emerging markets worldwide.
• Flossbach von Storch – Digital Essentials Thematic equity fund providing exposure to companies driving digitalization and internet economy themes.
• Flossbach von Storch – Bond Opportunities Flexible bond fund investing globally across fixed income sectors to capture income and total return opportunities.
• Flossbach von Storch – Bond Defensive Conservative global bond fund focused on capital preservation and lower volatility.
• Flossbach von Storch – Global Convertible Bond Fund investing in global convertible bonds to capture equity-like returns with bond-like downside characteristics.
• Flossbach von Storch – Bond High Conviction Concentrated global bond fund expressing high-conviction fixed income views across the credit and rates spectrum.
• Flossbach von Storch ONE – Vermögen I Discretionary private asset management mandate (defensive profile) within the Flossbach von Storch ONE wealth management range for high-net-worth clients.
• Flossbach von Storch ONE – Vermögen II Discretionary private asset management mandate (balanced profile) within the Flossbach von Storch ONE wealth management range.
• Flossbach von Storch ONE – Vermögen III Discretionary private asset management mandate (growth profile) within the Flossbach von Storch ONE wealth management range.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights5 records

Direct peers

• Robeco: Robeco is a Dutch-based global asset manager owned by ORIX, offering equity, fixed income, multi-asset, and sustainability-themed funds across Europe. It competes directly with Flossbach von Storch for European institutional and retail multi-asset mandates, with overlapping Luxembourg UCITS structures.
• DWS Group: DWS is Germany's largest publicly listed asset manager (Deutsche Bank subsidiary), offering multi-asset, equity, bond, and alternative funds across Europe and globally. It directly competes with Flossbach von Storch in German retail and institutional multi-asset mandates, though DWS operates at materially larger AUM scale.
• Union Investment: Union Investment is the asset manager of the German cooperative banking group (DZ Bank), offering multi-asset, equity, and bond funds distributed through cooperative banks in Germany. It is a direct German competitor to Flossbach von Storch for retail multi-asset products, with comparable UCITS fund structures.
• Baillie Gifford: Baillie Gifford is an Edinburgh-based independent asset manager focused on long-term active equity and multi-asset strategies, with strong European distribution. It is a direct peer in the 'independent, founder-influenced active manager' category serving similar European wealth management and institutional clients.
• Allianz Global Investors: Allianz Global Investors is the asset management arm of Allianz Group, managing multi-asset, equity, and fixed income funds distributed across Europe. It competes directly with Flossbach von Storch in European multi-asset retail and institutional segments, with similar active management philosophy and Luxembourg-domiciled fund structures.
• Jupiter Asset Management: Jupiter is a London-listed UK active asset manager offering multi-asset, equity, and bond funds across European markets. It is a direct peer for active multi-asset strategies and shares a similar boutique active-manager positioning versus larger passive incumbents.
• M&G Investments: M&G is a UK-listed asset manager with multi-asset, equity, and bond funds distributed across Europe. It is a direct competitor in European multi-asset retail and institutional segments, with comparable Luxembourg-domiciled fund structures and active management heritage.
• Deka Investment: Deka Investment is the asset management arm of the German Sparkassen savings bank group, offering multi-asset, equity, and bond funds distributed through the Sparkassen network. It is a direct German competitor with comparable UCITS multi-asset product offerings targeting private investors.

Broad incumbents

• Fidelity International: Fidelity International is a large global incumbent asset manager offering a broad range of multi-asset, equity, bond, and thematic funds across European and Asian markets. It competes with Flossbach von Storch across most product categories but at materially larger AUM scale.
• BlackRock: BlackRock is the world's largest asset manager and a broad incumbent in multi-asset, equity, and bond strategies across European retail and institutional channels. While not a boutique peer, its iShares ETF franchise and active strategies define the competitive context in which Flossbach von Storch operates.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/fvs_com

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Flossbach von Storch