PEH Group
- Company typePublic
- Founded1989
- HeadquartersFrankfurt, Germany
- Headcount—
- GTM typeB2B and B2C
- OfferingServices
PEH Group firmographics
Firmographics- Name
- PEH Group
- Legal name
- PEH Wertpapier AG
- Website
- https://peh.de
- Company type
- Public
- Founded year
- 1989
- Operating status
- Operating
- Ownership category
- akta.pro rank
PEH Group industry classification
Industry- 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
- Multi-Asset Fund-of-Funds & Multi-Manager Allocation (FSAAAJAI)
- akta.pro secondary industries
- Multi-Asset Income Funds (Diversified Income) (FSAAAJAG), Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL)
Keywords
Where PEH Group is headquartered
LocationHeadquarters
- HQ city
- Frankfurt
- HQ country
- Germany
- HQ region
- Europe
Offices3 records
Markets served
PEH Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Asset Management Fees: PEH Group generates revenue through asset management fees charged on assets under management across its wealth management services, investment funds (PEH EMPIRE and Aduno Global Invest), and institutional asset management mandates. The company acts as a multi-manager financial house with assets managed across private client portfolios and institutional strategies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Multi-Asset Wealth Management: Minimum investment of EUR 250,000 |
| Subscription | Annual | Single-Stock Strategy: Minimum investment of EUR 1,000,000 |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
PEH Group product offering
Product offeringCore offering
PEH Group is a German, bank- and insurance-independent wealth manager offering multi-asset portfolio management, strategic wealth planning, generational advisory, and foundation management for private clients, alongside institutional asset management and two investment funds — PEH EMPIRE (an AI-driven, actively managed mixed fund) and Aduno Global Invest (a sustainable multi-asset fund). Portfolio construction is supported by the proprietary PEH SCORE AI-driven stock selection model that combines micro, macro, and sentiment data analysis.
Product overview
PEH Group is a multi-manager financial services company offering a comprehensive wealth management ecosystem. The core offerings include two investment funds (PEH EMPIRE, an AI-driven global equity fund, and Aduno Global Invest, a sustainable multi-asset fund), supplemented by institutional asset management, wealth management services, strategic wealth planning, generational advisory, and foundation management. The group combines active human portfolio management with AI-powered stock selection through its proprietary PEH SCORE system.
Differentiator
Problem solved
Functional benefit
Products and services
- PEH EMPIRE
- Aduno Global Invest
- Vermögensverwaltung (Wealth Management)
- Institutionelles Asset Management
- Strategische Vermögensplanung (Strategic Wealth Planning)
- Generationenberatung (Generational Advisory)
- Stiftungsmanagement (Foundation Management)
Quantifiable outcome
- PEH EMPIRE achieved 92.06% return since strategy change (June 30, 2016 to June 25, 2026)
- +3 more outcomes
Companies that use PEH Group
Customer profileSegments4 records
Ideal customer profiles4 records
PEH Group technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability4 records
Feature2 records
PEH Group partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- Axxion S.A.coreAxxion S.A. serves as the Kapitalverwaltungsgesellschaft (management company) for PEH EMPIRE and Aduno Global Invest funds. Based in Luxembourg, Axxion provides fund administration and management company services.
- Banque de LuxembourgcoreBanque de Luxembourg serves as the Verwahrstelle (custodian bank/depositary) for PEH EMPIRE investment fund, providing secure custody of fund assets.
- VuV-OmbudsstelleminorPEH Vermögensmanagement GmbH is a member of Verband unabhängiger Vermögensverwalter Deutschland e.V. and participates in the VuV-Ombudsstelle dispute resolution procedure for financial service disputes.
- Oaklet GmbHminorOaklet GmbH is a subsidiary company within the PEH Group structure, providing unspecified financial services.
- capsensixx AGminorcapsensixx AG is a subsidiary within the PEH Group structure, with Martin Stürner and Constantin Stürner on the management board.
- Svea Kuschel + Kolleginnen Finanzdienstleistungen für Frauen GmbHminorPEH Group subsidiary focused on financial services for women, managed by Constanze Hintze.
Scale indicators3 records
Recent moves7 records
Expansion highlights6 records
PEH Group competitors and assessment
Company assessmentDirect peers
- DJE Kapital AG: German independent asset manager with flagship equity and multi-asset funds distributed in DACH and selected European markets. Direct comparability: comparable size, independent ownership, and active fund management versus PEH's PEH EMPIRE / Aduno Global Invest lineup.
- Flossbach von Storch: German bank- and insurance-independent wealth manager headquartered in Cologne with multi-asset funds and discretionary mandates for private and institutional clients. Direct comparability: same independent DACH wealth-management positioning, similar multi-asset fund range, and overlapping HNW/ultra-HNW minimums.
- FRANKFURT-TRUST Investment-Gesellschaft: Frankfurt-based German asset manager offering multi-asset and equity funds plus institutional mandates. Direct comparability: similar Frankfurt footprint and DACH institutional/private distribution overlap with PEH.
- Hauck & Aufhäuser Lampe Privatbank: Frankfurt-based independent private bank offering asset management, wealth management, and fund services for private and institutional clients. Direct comparability: similar independent Frankfurt-rooted model, regulated BaFin institution, and overlapping wealth and fund product set.
- Warburg Invest / M.M.Warburg & CO: Hamburg-based independent German private bank with asset management, wealth management, and investment funds. Direct comparability: same bank-independent German private bank model with HNW and institutional clients, active equity and multi-asset capabilities.
Broad incumbents
- Bethmann Bank (ABN AMRO): Frankfurt-based private bank within ABN AMRO providing wealth management and family office services to HNW clients in Germany. Comparability: overlapping HNW wealth management and strategic wealth planning services, but with parent-bank backing rather than owner-independent structure.
- Allianz Global Investors: Global asset manager (Allianz Group) with active equity, multi-asset, fixed income, and institutional solutions. Comparability: same institutional and HNW active asset management category as PEH, with broader product breadth and scale.
- DWS Group (Deutsche Bank): One of Europe's largest asset managers with extensive active, passive, ESG, and institutional offerings. Comparability: same active equity and multi-asset fund category that PEH competes in, but at much larger scale with global distribution.
- Union Investment Institutional: One of Germany's largest asset managers, part of the DZ Bank cooperative group, with broad multi-asset, equity, and institutional offerings. Comparability: same institutional asset management category as PEH, but at materially larger scale and with a broader product set.
Emerging players
- Liqid Asset Management: Berlin-based digital private market / wealth platform serving affluent and HNW German clients with semi-liquid portfolios. Comparability: same German HNW wealth management target, but with a digital-first delivery model that contrasts with PEH's relationship-led advisory.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
PEH Group social profiles
Digital presencePEH Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
PEH Group leadership team
Management profileNumber of profiles
Profiles14 records
PEH Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
PEH Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PEH Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PEH Group
What does PEH Group do?
PEH Group is a German, bank- and insurance-independent wealth manager offering multi-asset portfolio management, strategic wealth planning, generational advisory, and foundation management for private clients, alongside institutional asset management and two investment funds — PEH EMPIRE (an AI-driven, actively managed mixed fund) and Aduno Global Invest (a sustainable multi-asset fund). Portfolio construction is supported by the proprietary PEH SCORE AI-driven stock selection model that combines micro, macro, and sentiment data analysis.
Is PEH Group a public or private company?
PEH Group is a public company. It is classified as public and is currently operating.
When was PEH Group founded?
PEH Group was founded in 1989.
Where is PEH Group based?
PEH Group is headquartered in Frankfurt, Germany, in the Europe region.
How does PEH Group make money?
One revenue line is on record: asset Management Fees.
Who are PEH Group's main competitors?
Direct peers on record are DJE Kapital AG, Flossbach von Storch, FRANKFURT-TRUST Investment-Gesellschaft, Hauck & Aufhäuser Lampe Privatbank and Warburg Invest / M.M.Warburg & CO. Broad incumbents are Bethmann Bank (ABN AMRO), Allianz Global Investors, DWS Group (Deutsche Bank) and Union Investment Institutional. Liqid Asset Management is listed as an emerging player.
Does PEH Group have an API?
No public API is recorded for PEH Group.
What industry is PEH Group in?
PEH Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAAJAI, Multi-Asset Fund-of-Funds & Multi-Manager Allocation, with a secondary code of FSAAAJAG, Multi-Asset Income Funds (Diversified Income). Its NAICS code is 523940 and its SIC code is 6282.