FOCUS Asset Management

What FOCUS Asset Management does

FOCUS Asset Management GmbH is a Munich-based, bank-independent family office founded in 1987, serving high-net-worth individuals and families primarily in Germany. The firm operates three integrated service lines: a Family Office practice offering holistic wealth planning, asset manager selection, controlling, and risk management for families; discretionary Individual Asset Management (Individuelle Vermögensverwaltung) tailored to client risk profiles and financial goals; and a suite of three proprietary fund solutions — FOCUS Stiftungsfonds (defensive multi-asset), FOCUS Multi Asset Strategie (balanced multi-asset), and FOCUS Globale Aktien (global equity) — developed from the firm's long-standing family office practice and employing factor-based stock selection combined with macro-driven asset allocation.

The firm is regulated by BaFin under German securities law (WpIG, WpHG), carries an LEI, and is registered in the Munich commercial register (HRB 91937). It is led by Managing Directors Christina Comeyne and Christoph Marx, with Florian A. H. Piëch as Chairman of the Advisory Board, and operates with a small team of 1-10 employees. Revenue is generated through recurring AUM-based fees on discretionary mandates and proprietary fund products. Distribution is entirely direct, via consultative advisory engagements and referrals; no intermediary or digital distribution channels are used. A sister company, FOCUS Asset Consult AG, located at the same Stievestraße 7 Munich address, receives data from FOCUS Asset Management to perform client reporting services.

The technology profile is that of a traditional wealth manager — no proprietary platform, no API, no mobile app, and no disclosed AI/ML capabilities. The firm's competitive positioning rests on BaFin-licensed fiduciary standing, a 35+ year operating history, a values-aligned "Investieren mit Sinn" / "meaningful investments" brand, and deeply personal multi-generational client relationships rather than on technology differentiation or scale economics.

Name

FOCUS Asset Management

Legal name

FOCUS Asset Management GmbH

Website

https://focusasset.de

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

1–10 employees

Short description

FOCUS Asset Management GmbH is a Munich-based, BaFin-regulated, bank-independent family office (founded 1987) providing holistic wealth planning, discretionary asset management, and three proprietary fund strategies to high-net-worth individuals and families in Germany.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Target-Risk / Risk-Managed Allocation Funds (FSAAAEAG), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Wealth management services
• Family office services
• Discretionary asset management
• Investment fund solutions
• Financial planning advisory

Headquarters

HQ city

Munich

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Discretionary Portfolio Management Fees: Fees earned from managing securities portfolios on behalf of high-net-worth clients. Revenue is likely based on assets under management (AUM), consistent with the wealth management industry model.
2. Family Office Services: Comprehensive advisory services including family wealth planning, manager selection, controlling, and risk management for wealthy families.
3. Fund Solutions / Investment Advice: Investment advice services for capital management companies and funds, including advice on funds with and without sustainability features.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

FOCUS Asset Management is a bank-independent multi-family office based in Munich that delivers holistic wealth planning, discretionary individual asset management, and proprietary fund solutions. The firm serves high-net-worth individuals, families, foundations, and capital management companies, combining personal advisory with institutional-grade investment products.

Product overview

FOCUS Asset Management offers a platform of three interconnected investment services: a bank-independent Family Office providing holistic wealth planning and asset manager selection; Individual Asset Management delivering discretionary portfolio management tailored to client risk profiles and goals; and a suite of three actively managed Fund Solutions—the FOCUS Stiftungsfonds (defensive multi-asset), FOCUS Multi Asset Strategie (balanced multi-asset), and FOCUS Globale Aktien (global equity)—all developed from the firm's long-standing family office practice with institutional-grade stock selection. The fund strategies are designed to complement each other, with the equity fund feeding into the multi-asset strategies' portfolios.

Differentiator

Problem solved

Functional benefit

Brands

• FOCUS Stiftungsfonds: A defensive multi-asset solution with a focus on preserving real capital and generating steady, risk-adjusted returns.
• FOCUS Multi Asset Strategie
• FOCUS Globale Aktien

Segments1 record

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• FOCUS Asset Consult AGminorOthersFOCUS Asset Consult AG, located at the same address (Stievestraße 7, 80638 Munich) as FOCUS Asset Management GmbH, is a sister company that receives data from FOCUS Asset Management to perform reporting services for clients.

Recent moves5 records

Expansion highlights4 records

Direct peers

• Hauck & Aufhäuser: Frankfurt-based private bank offering private banking, asset management, and fund services to HNW clients and families. Comparable BaFin-regulated wealth manager with multi-asset capabilities and HNW target market.
• FERI AG: German investment firm headquartered in Bad Hombur providing multi-asset portfolio management, advisory, and family-office services to HNW and institutional clients. Comparable on BaFin-regulated portfolio management offering and HNW family-office service model.
• Deutsche Oppenheim: Frankfurt-based family office/private banking platform owned by the Metzler and Bethmann families, serving ultra-HNW German families with holistic wealth planning and discretionary management. Highly comparable as a German bank-independent family office serving multi-generational HNW clients.
• DJE Kapital AG: Munich-area (Pullach) German wealth manager founded by Dr. Jens Ehrhardt, offering multi-asset funds (DJE Strategie, DJE Zins & Dividende) alongside discretionary asset management for HNW clients. Comparable on BaFin regulation, German HNW segment focus, and multi-asset fund product line.
• Huber, Reuss & Kollegen: Munich-based independent family office and wealth manager offering comprehensive advisory, asset management, and succession planning services to HNW families. Strongest direct competitor given shared Munich HQ, bank-independent positioning, and family office service model.
• Donner & Reuschel: Hamburg-based private bank (now part of Signal Iduna group) offering HNW wealth management, asset management, and family office services. Comparable as a German private bank/wealth manager serving family clients with discretionary mandates.
• Flossbach von Storch: Cologne-based German wealth manager combining multi-asset fund strategies (e.g., Flossbach von Storch Multiple Opportunities) with discretionary portfolio management and family-office-adjacent services for HNW clients. Closest direct competitor given shared German footprint, BaFin-regulated multi-asset fund product line, and similar HNW target market.

Broad incumbents

• Pictet Group: Geneva-based Swiss private bank and asset manager with European wealth management operations serving U/HNW clients through discretionary mandates and family-office-style services. Comparable HNW service model and multi-asset capabilities, though larger and more global than FOCUS.
• Vontobel: Swiss private banking and asset management group with a significant German HNW franchise offering discretionary wealth management, multi-asset funds, and family-office-style advisory. Comparable in service breadth and HNW segment, though larger and Swiss-headquartered.
• Bethmann Bank: Frankfurt-based private bank (part of ABN AMRO) specializing in HNW wealth management, family office services, and discretionary portfolio management for German families. Comparable HNW target market and service breadth, though a larger institution rather than a boutique family office.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/focus-asset-management-gmbh

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

Investments

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

Frequently asked questions about FOCUS Asset Management