Murphy&Spitz Sustainable Wealth Management

What Murphy&Spitz Sustainable Wealth Management does

Murphy&Spitz Nachhaltige Vermögensverwaltung AG is a BaFin-regulated, founder-led sustainable wealth manager headquartered in Bonn, Germany, founded in 1999 by Andrew Murphy. The firm operates exclusively within sustainable investment, combining three integrated service lines: (i) individual and institutional discretionary portfolio management with bespoke strategies; (ii) two proprietary funds — the Murphy&Spitz Umweltfonds Deutschland (equity, Article 8 SFDR, since 2008) and the Murphy&Spitz Green Bond Fund (bond, Article 9 SFDR, since November 2022) — including institutional Spezialfonds mandates; and (iii) greencapital, a fully digital self-serve wealth management platform offering five structured strategies (GreenSecur, GreenProtect, GreenBalance, GreenStep, GreenChance) from €25/month, with digital onboarding via video identification at a 0.7% p.a. all-in fee. Distribution combines three regional offices (Bonn HQ, Bremen north, Filderstadt south), webinars and a long-tail digital channel.

The investment process is built on a proprietary in-house sustainability research methodology refined over 25+ years, with an analyst team continuously monitoring approximately 100 companies, applying stringent exclusion criteria (nuclear, fossil fuels, weapons, controversial industries, ILO/UNGC violations) and positive criteria (renewable energy, circular economy, healthcare, education, water). Active engagement — written/oral dialogue, on-site visits, voting rights and escalation to divestment — is core to the offering, and the firm is a signatory to the UN Principles for Responsible Investment. Both funds carry independent third-party validation (ECOreporter Siegel 2025 and 2026; ESG Fund Award 2025 for the Umweltfonds).

Revenue is generated through asset-based management fees on individual and institutional mandates, fund management fees on the two proprietary funds (calculated on net asset value), and bespoke Spezialfonds management fees for institutional clients. The firm is privately held with no disclosed external investors, operates as a sister entity to Murphy&Spitz Green Energy AG (renewable energy project developer), employs roughly 12 named staff, and serves only the German market.

Name

Murphy&Spitz Sustainable Wealth Management

Legal name

Murphy&Spitz Nachhaltige Vermögensverwaltung AG

Website

https://murphyandspitz.de

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

BaFin-regulated, founder-led sustainable wealth manager based in Bonn, Germany, founded 1999, serving German private and institutional clients through bespoke portfolio management, two proprietary sustainability funds (Article 8/9 SFDR), and the greencapital digital platform.

Ownership category

akta.pro rank

Product category

Sustainable Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Sustainable/Thematic Investing (Climate, Clean Tech, Water, Biodiversity) (FSAAALAB)

akta.pro secondary industries

Sustainable/ESG Equity (Active) (FSAAAIAM), ESG/Sustainable Investment Advisory (FSAEAAAJ), ESG/Sustainable & Thematic Digital Investing Platforms (FSAGAEAK)

Keywords

• Sustainable wealth management
• ESG investment management
• Asset management services
• Sustainable fund management
• Digital wealth management

Headquarters

HQ city

Bonn

HQ country

Germany

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Murphy&Spitz earns revenue by managing investment portfolios for private and institutional clients, charging an annual fee on assets under management. For greencapital, the fee is 0.7% per year inclusive of VAT.
2. Fund Management: The company manages two sustainability funds: Murphy&Spitz Umweltfonds Deutschland (equity fund, Article 8 SFDR) and Murphy&Spitz Green Bond Fund (bond fund, Article 9 SFDR). Revenue is earned through fund management fees calculated on the fund's net asset value.
3. Special Fund Management: Development and active management of customized special funds for institutional investors. Revenue generated through management fees on bespoke fund structures.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Murphy&Spitz Sustainable Wealth Management is a BaFin-regulated investment manager providing 100% sustainable portfolio management for private and institutional investors. The firm delivers digital wealth management via the greencapital platform (five structured strategies starting at €25/month), bespoke individual and institutional mandates, and two proprietary sustainability funds — the Murphy&Spitz Umweltfonds Deutschland (equity, Article 8 SFDR) and the Murphy&Spitz Green Bond Fund (bonds, Article 9 SFDR). All portfolios are constructed using a proprietary in-house ESG research methodology combining exclusion criteria, positive criteria, and active engagement.

Product overview

Murphy&Spitz offers a comprehensive sustainable wealth management ecosystem consisting of three main service lines: (1) greencapital - a digital wealth management platform with five standardized investment strategies, (2) Individual and Structured Wealth Management for private and institutional investors with bespoke or standardized sustainable strategies, and (3) two proprietary investment funds - Murphy&Spitz Umweltfonds Deutschland (Article 8 equity fund, since 2008) and Murphy&Spitz Green Bond Fund (Article 9 bond fund, launched 2022). All offerings follow the company's rigorous sustainability approach excluding nuclear, fossil fuels, weapons, and unethical business practices while investing in positive-impact sectors including renewable energy, healthcare, sustainable mobility, and circular economy.

Differentiator

Problem solved

Functional benefit

Brands

• greencapital: Digital wealth management offering for retail investors, allowing online investing starting from 25 euros monthly with structured investment strategies (GreenSecur, GreenProtect, GreenBalance, GreenStep, GreenChance).
• Murphy&Spitz Green Bond Fund
• Murphy&Spitz Umweltfonds Deutschland

Products and services

• greencapital (Digital Wealth Management Platform)

Quantifiable outcome

• Green Bond Fund distributed 4.23% per share in 2025, exceeding the 4% annual target
• +4 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Murphy&Spitz Green Energy AGcoreStrategic or Co-development Partner · 1 January 1999Sister company and affiliated entity (Murphy&Spitz Green Capital AG is the parent). Murphy&Spitz Green Energy projects, acquires, and operates renewable energy installations and offers local investment opportunities in the energy transition. The two companies share the Murphy family founders and strategic alignment on sustainability and renewable energy.
• ECOreporterminorOthersIndependent sustainable finance magazine that certifies sustainable funds through its ECOreporter-Siegel testing process. Both Murphy&Spitz funds received the Siegel for 2025 and 2026.
• Principles for Responsible Investment (PRI)coreOthersUnited Nations-supported international network of investors working together to implement six Principles for Responsible Investment. Murphy&Spitz is a signatory, committing to incorporate ESG factors into investment decisions and ownership practices.
• Bundesverband Investment und Asset Management (BVI)minorOthersGerman asset management industry association. Murphy&Spitz follows the BVI code of conduct (Wohlverhaltensregeln) in the context of its voting and engagement guidelines.

Scale indicators6 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• ÖkoWorld: German boutique sustainable asset manager (formerly Ökovision) offering pure-play ESG mutual funds and managed portfolios since the 1990s. Highly comparable in business model, German focus, exclusion criteria rigor, and target retail/institutional sustainable investors.
• GLS Bank: Germany's leading sustainable cooperative bank offering sustainable investment funds (GLS Bank Aktienfonds, etc.) and advisory services. Comparable as a values-driven German financial institution targeting impact-oriented private and institutional investors.
• Acatis Investment: Frankfurt-based independent German asset manager specializing in value/sustainable equity and multi-asset strategies. Comparable as a German boutique competing in the same sustainable/ESG fund and institutional mandate segments.

Broad incumbents

• DWS Group: Germany's largest listed asset manager with significant ESG/sustainable fund families across equities, bonds, and multi-asset. Comparable as a BaFin-regulated German manager with Article 8/9 products, though much broader in scope and global in distribution.
• Deka Investment: German asset management arm of the Sparkassen-Finanzgruppe, running a sizable sustainable product range (Deka-Nachhaltigkeit). Comparable as a domestic German fund provider serving both retail (Sparkassen network) and institutional clients with ESG mandates.
• Union Investment: One of Germany's largest asset managers with an extensive sustainable fund range (e.g., UniGlobal Nachhaltig) and institutional sustainable mandates. Comparable as a regulated German fund manager with strong SFDR-classified ESG offerings, but at far larger scale and broader remit.
• Robeco: Dutch-origin global asset manager with deep sustainable investment heritage (RobecoSAM, now integrated into Robeco). Comparable in its pure-play sustainable investing expertise and SFDR classification discipline, though with materially larger AUM and global reach.

Others

• Fondsvermittlung24 / nachhaltige Geldanlage brokers (e.g., Ökofinanz-21 network): Independent financial advisor network (with whom Murphy&Spitz team member Marcus Brenken is associated) distributing sustainable funds and managed portfolios in Germany. Comparable as ecosystem participants in the German sustainable investment distribution channel rather than direct competitors.

Emerging players

• Candriam: Belgian sustainable investment specialist (formerly Dexia Asset Management) with strong Article 9 fixed income and equity capabilities and growing DACH presence. Comparable as a European pure-play ESG manager, but with broader geographic distribution and larger fund lineup than Murphy&Spitz.

Regional players

• Triodos Bank: Dutch-headquartered sustainable bank with German operations and Triodos Investment Management running Article 9 funds. Comparable as a values-aligned European sustainable investment provider, but operates from a different primary geography (Netherlands vs Germany).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/murphyandspitz
• LinkedInde.linkedin.com/company/murphy-spitz
• Instagraminstagram.com/murphyandspitz

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Murphy&Spitz Sustainable Wealth Management