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PVV

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uuid0023d12

Namestring
PVV
Legal namestring
PVV AG
Websiteurl
pvv-ag.de
Company typeenum
Private
Founded yearint
2014
Descriptiontext

PVV AG is an independent wealth management company headquartered at Villa Bredeney in Essen, Germany, operating under the German Aktiengesellschaft (stock corporation) legal form and supervised by the Federal Financial Supervisory Authority (BaFin). The firm delivers a comprehensive suite of seven integrated service modules — Vermögensverwaltung (wealth management), Finanzplanung (financial planning), Vermögenscontrolling (asset controlling), Stiftungsmanagement und -beratung (foundation management), Spezialfonds (special funds), Unternehmens- und Immobilien-Beteiligungen (corporate and real estate participations), and Finanzierung und Vorsorge (financing and retirement planning) — delivered through assigned relationship managers (Vermögensbetreuer) under a direct advisory model with no intermediary distribution. The firm is licensed under the Wertpapierinstitutsgesetz (WpIG) and is a member of the EdW investor compensation scheme and the VuV trade association.

Short descriptiontext

PVV AG is an independent German wealth manager based in Essen offering integrated wealth management, financial planning, foundation management, special funds, and corporate/real estate investment services to high-net-worth private clients and institutional investors in the German market.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersEssen, Germany
HQ citystring
Essen
HQ countrystring
Germany
HQ regionstring
Europe
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management services, independent asset management, financial planning advisory, special fund management, foundation asset management
Industry2 codes
1Unit Registry & Transfer Agency for Alternatives (Private Funds, SPVs, Closed-End)
CodeFSAAAMAKPrimaryYes
2Fund Accounting & NAV Services (Asset Servicing)
CodeFSAAAOAFPrimaryNo
NAICS code3 codes
  • Portfolio Management and Investment Advice523940
  • Funds, Trusts, and Other Financial Vehicles525
  • Trusts, Estates, and Agency Accounts52592
SIC code1 code
  • Security Brokers, Dealers & Flotation Companies6211
Product category
Wealth Management
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model3 records
1Vermögensverwaltung (Asset Management)
TypeSubscription Recurring
Description

Fee-based asset management services for private clients managing their wealth portfolios, including securities, real estate, and alternative investments.

pvv-ag.de
2Financial Advisory and Planning
TypeProfessional Services
Description

Financial planning and advisory services including retirement planning, financing solutions, and insurance optimization.

pvv-ag.de
3Spezialfonds (Special Funds)
TypeSubscription Recurring
Description

Management of special purpose funds for institutional and qualified investors.

pvv-ag.de
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components6 values
Personnel, Operations, Marketing or Sales, Others, Technology or R&D, Infrastructure
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

PVV AG is an BaFin-supervised independent wealth manager providing structured management and administration of private real and financial assets for high-net-worth private clients, foundations, and institutional/qualified investors. Its core offering comprises seven integrated service modules: Vermögensverwaltung (asset management), Finanzplanung (financial planning), Vermögenscontrolling (asset controlling), Stiftungsmanagement und -beratung (foundation management), Spezialfonds (special funds), Unternehmens- und Immobilien-Beteiligungen (corporate and real estate participations), and Finanzierung und Vorsorge (financing and retirement planning). Services are delivered through assigned relationship managers at the Essen headquarters and supplemented by PVV Financial Solutions GmbH and the PVV SICAV and PIM AL fund vehicles.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

PVV AG operates as an independent wealth management company offering a comprehensive suite of financial services. The core offering consists of seven integrated service modules: Vermögensverwaltung (wealth management), Finanzplanung (financial planning), Vermögenscontrolling (asset controlling), Stiftungsmanagement und -beratung (foundation management), Spezialfonds (special funds), Unternehmens- und Immobilien-Beteiligungen (corporate and real estate participations), and Finanzierung und Vorsorge (financing and retirement planning). These services are delivered through direct advisory relationships supplemented by subsidiary companies including PVV Financial Solutions GmbH (financing) and PVV-Stiftung (corporate foundation). The company also manages investment fund products including PIM AL and PVV SICAV, and communicates market insights through regular newsletters and market commentaries.

Product and service10 records
1PVV Vermögensverwaltung (Wealth Management)
CategoryAsset Management
Description

Core wealth management service providing structured management and administration of private real and financial assets, delivered by independent wealth management experts for affluent private clients.

2PVV Finanzplanung (Financial Planning)
CategoryFinancial Planning
Description

Financial planning service focused on individual client needs, providing personalized financial strategies and planning solutions for private clients.

3PVV Vermögenscontrolling (Asset Controlling)
CategoryAsset Controlling
Description

Asset controlling service for monitoring and controlling investment portfolios and financial assets on behalf of clients.

4PVV Stiftungsmanagement und -beratung (Foundation Management and Advisory)
CategoryFoundation Management
Description

Foundation management and advisory services including administration of foundation assets and consulting for foundation governance, for foundations and family foundations.

5PVV Spezialfonds (Special Funds)
CategoryFund Management
Description

Special fund products offering structured investment opportunities for institutional and qualified investors, managed under WpIG portfolio management authorization.

6PVV Unternehmens- und Immobilien-Beteiligungen (Corporate and Real Estate Participations)
CategoryCorporate Investments
Description

Corporate and real estate participation services managing equity stakes and property investments for clients.

7PVV Finanzierung und Vorsorge (Financing and Retirement Planning)
CategoryFinancing and Retirement
Description

Financing and retirement planning services including private home financing, commercial real estate financing, investment loans, leasing, business founding, and succession planning, delivered through PVV's own expertise and its subsidiary PVV Financial Solutions GmbH.

8PVV SICAV
CategoryFund Product
Description

SICAV (Société d'Investissement à Capital Variable) investment fund structure offered by PVV for investor participation.

9PIM AL
CategoryFund Product
Description

Investment fund product with annual and semi-annual reports available for investor transparency.

10PVV Financial Solutions GmbH
CategorySubsidiary Service Line
Description

Wholly-owned subsidiary of PVV AG providing specialized financing and real estate services for the parent company's clients.

Scale indicator1 record

Each record includes

Type, Value, Description, Source

Partnership1 partner
1PVV Financial Solutions GmbH
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Wholly-owned subsidiary of PVV AG providing specialized financing and real estate services. The subsidiary enables PVV AG to offer comprehensive financial planning, mortgage financing, and insurance services under one umbrella, extending the parent company's service capabilities.

pvv-ag.de
Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
1LIQID
TypeEmerging player
Description

Digital-first German wealth manager serving HNW clients with hybrid robo-advisor + human advisor model. Comparable HNW target market but with materially different digital distribution model representing a competitive threat to PVV's traditional relationship-based approach.

2Flossbach von Storch
TypeDirect peer
Description

One of Germany's largest independent wealth managers (Vermögensverwalter), headquartered in Cologne. Directly comparable as an unabhängige Vermögensverwalter serving HNW private clients with discretionary portfolio management and multi-asset strategies, although operating at materially greater AUM scale.

3Berenberg
TypeBroad incumbent
Description

One of Europe's oldest private banks, with a strong German wealth management business serving HNW individuals and families. Comparable target clientele but operates at substantially greater scale with broader international coverage.

4Quirin Privatbank
TypeDirect peer
Description

German independent private bank focused exclusively on wealth management for private clients and foundations. Closely comparable independent (unabhängig) structure and foundation management offering.

5Hauck & Aufhäuser
TypeBroad incumbent
Description

German private bank offering wealth management, asset servicing, and fund services. Comparable in serving HNW clients and managing Spezialfonds but operates at greater scale as a broader private banking platform.

6Bankhaus Lampe
TypeDirect peer
Description

German private bank specializing in wealth management for HNW individuals, families, and foundations. Comparable target clientele (private wealth, foundation management) and overlapping services (asset management, advisory, real estate financing).

7Bethmann Bank
TypeBroad incumbent
Description

German private bank (ABN AMRO subsidiary) providing comprehensive wealth management for HNW clients, foundations, and family offices. Comparable HNW focus but operates as part of a larger international banking group.

8FERI AG
TypeDirect peer
Description

German investment firm focused on multi-asset wealth management for private and institutional HNW clients. Directly comparable independent wealth management model with Spezialfonds and portfolio management offerings.

9M.M.Warburg & CO
TypeBroad incumbent
Description

German private bank with wealth management, asset management, and corporate banking divisions. Comparable HNW and foundation client base but operates as a full-service private bank with materially greater AUM scale.

10DJE Kapital AG
TypeDirect peer
Description

German independent asset manager with multi-asset strategies and HNW wealth management focus. Comparable independent structure and product offerings (special funds, managed portfolios) and direct competitor in the Top-50 German wealth manager space.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration8 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles11 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance7 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

PVV

Wealth Managementpvv-ag.de

PVV AG is an independent German wealth manager based in Essen offering integrated wealth management, financial planning, foundation management, special funds, and corporate/real estate investment services to high-net-worth private clients and institutional investors in the German market.

What PVV does

PVV AG is an independent wealth management company headquartered at Villa Bredeney in Essen, Germany, operating under the German Aktiengesellschaft (stock corporation) legal form and supervised by the Federal Financial Supervisory Authority (BaFin). The firm delivers a comprehensive suite of seven integrated service modules — Vermögensverwaltung (wealth management), Finanzplanung (financial planning), Vermögenscontrolling (asset controlling), Stiftungsmanagement und -beratung (foundation management), Spezialfonds (special funds), Unternehmens- und Immobilien-Beteiligungen (corporate and real estate participations), and Finanzierung und Vorsorge (financing and retirement planning) — delivered through assigned relationship managers (Vermögensbetreuer) under a direct advisory model with no intermediary distribution. The firm is licensed under the Wertpapierinstitutsgesetz (WpIG) and is a member of the EdW investor compensation scheme and the VuV trade association.

PVV firmographics

Firmographics
Name
PVV
Legal name
PVV AG
Website
https://pvv-ag.de
Company type
Private
Founded year
2014
Operating status
Operating
Headcount range
11–50 employees
Short description
PVV AG is an independent German wealth manager based in Essen offering integrated wealth management, financial planning, foundation management, special funds, and corporate/real estate investment services to high-net-worth private clients and institutional investors in the German market.
Ownership category
akta.pro rank

PVV industry classification

Industry
Product category
Wealth Management
NAICS
Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Trusts, Estates, and Agency Accounts (52592)
SIC
Security Brokers, Dealers & Flotation Companies (6211)
akta.pro primary industry
Unit Registry & Transfer Agency for Alternatives (Private Funds, SPVs, Closed-End) (FSAAAMAK)
akta.pro secondary industry
Fund Accounting & NAV Services (Asset Servicing) (FSAAAOAF)

Keywords

  • Wealth management services
  • Independent asset management
  • Financial planning advisory
  • Special fund management
  • Foundation asset management

Where PVV is headquartered

Location

Headquarters

HQ city
Essen
HQ country
Germany
HQ region
Europe

Offices1 record

Markets served

PVV business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Others, Technology or R&D, Infrastructure

Revenue model

  1. Vermögensverwaltung (Asset Management): Fee-based asset management services for private clients managing their wealth portfolios, including securities, real estate, and alternative investments.
  2. Financial Advisory and Planning: Financial planning and advisory services including retirement planning, financing solutions, and insurance optimization.
  3. Spezialfonds (Special Funds): Management of special purpose funds for institutional and qualified investors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

PVV product offering

Product offering

Core offering

PVV AG is an BaFin-supervised independent wealth manager providing structured management and administration of private real and financial assets for high-net-worth private clients, foundations, and institutional/qualified investors. Its core offering comprises seven integrated service modules: Vermögensverwaltung (asset management), Finanzplanung (financial planning), Vermögenscontrolling (asset controlling), Stiftungsmanagement und -beratung (foundation management), Spezialfonds (special funds), Unternehmens- und Immobilien-Beteiligungen (corporate and real estate participations), and Finanzierung und Vorsorge (financing and retirement planning). Services are delivered through assigned relationship managers at the Essen headquarters and supplemented by PVV Financial Solutions GmbH and the PVV SICAV and PIM AL fund vehicles.

Product overview

PVV AG operates as an independent wealth management company offering a comprehensive suite of financial services. The core offering consists of seven integrated service modules: Vermögensverwaltung (wealth management), Finanzplanung (financial planning), Vermögenscontrolling (asset controlling), Stiftungsmanagement und -beratung (foundation management), Spezialfonds (special funds), Unternehmens- und Immobilien-Beteiligungen (corporate and real estate participations), and Finanzierung und Vorsorge (financing and retirement planning). These services are delivered through direct advisory relationships supplemented by subsidiary companies including PVV Financial Solutions GmbH (financing) and PVV-Stiftung (corporate foundation). The company also manages investment fund products including PIM AL and PVV SICAV, and communicates market insights through regular newsletters and market commentaries.

Differentiator

Problem solved

Functional benefit

Products and services

  • PVV Vermögensverwaltung (Wealth Management) Core wealth management service providing structured management and administration of private real and financial assets, delivered by independent wealth management experts for affluent private clients.
  • PVV Finanzplanung (Financial Planning) Financial planning service focused on individual client needs, providing personalized financial strategies and planning solutions for private clients.
  • PVV Vermögenscontrolling (Asset Controlling) Asset controlling service for monitoring and controlling investment portfolios and financial assets on behalf of clients.
  • PVV Stiftungsmanagement und -beratung (Foundation Management and Advisory) Foundation management and advisory services including administration of foundation assets and consulting for foundation governance, for foundations and family foundations.
  • PVV Spezialfonds (Special Funds) Special fund products offering structured investment opportunities for institutional and qualified investors, managed under WpIG portfolio management authorization.
  • PVV Unternehmens- und Immobilien-Beteiligungen (Corporate and Real Estate Participations) Corporate and real estate participation services managing equity stakes and property investments for clients.
  • PVV Finanzierung und Vorsorge (Financing and Retirement Planning) Financing and retirement planning services including private home financing, commercial real estate financing, investment loans, leasing, business founding, and succession planning, delivered through PVV's own expertise and its subsidiary PVV Financial Solutions GmbH.
  • PVV SICAV SICAV (Société d'Investissement à Capital Variable) investment fund structure offered by PVV for investor participation.
  • PIM AL Investment fund product with annual and semi-annual reports available for investor transparency.
  • PVV Financial Solutions GmbH Wholly-owned subsidiary of PVV AG providing specialized financing and real estate services for the parent company's clients.

Companies that use PVV

Customer profile

Segments1 record

Ideal customer profiles3 records

PVV technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration8 records

PVV partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • PVV Financial Solutions GmbHcoreStrategic or Co-development PartnerWholly-owned subsidiary of PVV AG providing specialized financing and real estate services. The subsidiary enables PVV AG to offer comprehensive financial planning, mortgage financing, and insurance services under one umbrella, extending the parent company's service capabilities.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

PVV competitors and assessment

Company assessment

Emerging players

  • LIQID: Digital-first German wealth manager serving HNW clients with hybrid robo-advisor + human advisor model. Comparable HNW target market but with materially different digital distribution model representing a competitive threat to PVV's traditional relationship-based approach.

Direct peers

  • Flossbach von Storch: One of Germany's largest independent wealth managers (Vermögensverwalter), headquartered in Cologne. Directly comparable as an unabhängige Vermögensverwalter serving HNW private clients with discretionary portfolio management and multi-asset strategies, although operating at materially greater AUM scale.
  • Quirin Privatbank: German independent private bank focused exclusively on wealth management for private clients and foundations. Closely comparable independent (unabhängig) structure and foundation management offering.
  • Bankhaus Lampe: German private bank specializing in wealth management for HNW individuals, families, and foundations. Comparable target clientele (private wealth, foundation management) and overlapping services (asset management, advisory, real estate financing).
  • FERI AG: German investment firm focused on multi-asset wealth management for private and institutional HNW clients. Directly comparable independent wealth management model with Spezialfonds and portfolio management offerings.
  • DJE Kapital AG: German independent asset manager with multi-asset strategies and HNW wealth management focus. Comparable independent structure and product offerings (special funds, managed portfolios) and direct competitor in the Top-50 German wealth manager space.

Broad incumbents

  • Berenberg: One of Europe's oldest private banks, with a strong German wealth management business serving HNW individuals and families. Comparable target clientele but operates at substantially greater scale with broader international coverage.
  • Hauck & Aufhäuser: German private bank offering wealth management, asset servicing, and fund services. Comparable in serving HNW clients and managing Spezialfonds but operates at greater scale as a broader private banking platform.
  • Bethmann Bank: German private bank (ABN AMRO subsidiary) providing comprehensive wealth management for HNW clients, foundations, and family offices. Comparable HNW focus but operates as part of a larger international banking group.
  • M.M.Warburg & CO: German private bank with wealth management, asset management, and corporate banking divisions. Comparable HNW and foundation client base but operates as a full-service private bank with materially greater AUM scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

PVV social profiles

Digital presence

PVV compliance and trust

Trust signal

Compliance7 records

PVV financial estimates

Financial estimate

Revenue estimate

Valuation estimate

PVV leadership team

Management profile

Number of profiles

Profiles11 records

PVV subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

PVV funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

PVV M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about PVV

What does PVV do?

PVV AG is an BaFin-supervised independent wealth manager providing structured management and administration of private real and financial assets for high-net-worth private clients, foundations, and institutional/qualified investors. Its core offering comprises seven integrated service modules: Vermögensverwaltung (asset management), Finanzplanung (financial planning), Vermögenscontrolling (asset controlling), Stiftungsmanagement und -beratung (foundation management), Spezialfonds (special funds), Unternehmens- und Immobilien-Beteiligungen (corporate and real estate participations), and Finanzierung und Vorsorge (financing and retirement planning). Services are delivered through assigned relationship managers at the Essen headquarters and supplemented by PVV Financial Solutions GmbH and the PVV SICAV and PIM AL fund vehicles.

Is PVV a public or private company?

PVV is a private company. It is classified as management employee owned and is currently operating.

When was PVV founded?

PVV was founded in 2014. It employs 11 to 50 people.

Where is PVV based?

PVV is headquartered in Essen, Germany, in the Europe region.

How does PVV make money?

Three revenue lines are on record. Vermögensverwaltung (Asset Management) is the primary driver. The others are financial Advisory and Planning and spezialfonds (Special Funds).

Who are PVV's main competitors?

LIQID is listed as an emerging player. Direct peers are Flossbach von Storch, Quirin Privatbank, Bankhaus Lampe, FERI AG and DJE Kapital AG. Broad incumbents are Berenberg, Hauck & Aufhäuser, Bethmann Bank and M.M.Warburg & CO.

Does PVV have an API?

No public API is recorded for PVV.

What industry is PVV in?

PVV's product category is Wealth Management. Its primary akta.pro industry code is FSAAAMAK, Unit Registry & Transfer Agency for Alternatives (Private Funds, SPVs, Closed-End), with a secondary code of FSAAAOAF, Fund Accounting & NAV Services (Asset Servicing). Its NAICS code is 523940 and its SIC code is 6211.

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