ELLWANGER & GEIGER

What ELLWANGER & GEIGER does

Ellwanger & Geiger is an independent German private bank (Privatbankhaus) headquartered at Börsenplatz 1, Stuttgart, operating as Bankhaus Ellwanger & Geiger AG under BaFin supervision. Established over 100 years ago and serving roughly 11-50 employees, the bank provides wealth management, investment advisory, and tailored financing solutions exclusively to high-net-worth individuals and families, with structured onboarding thresholds at EUR 250K, EUR 500K, and EUR 1M minimum investable assets.

The core product set comprises Vermögensverwaltung und -beratung (asset management and advisory), Finanzierungsberatung (financing advisory), the Ellwanger.Geiger Werte Selektion direct equity mandate, the Familien-Depotcheck intergenerational portfolio review, Ruhestandsplanung (retirement planning), Megatrends thematic mandates, and a Festgeld fixed-term deposit product currently paying 2.30% p.a. for 6 months. Operational infrastructure includes a PSD2-compliant XS2A API implemented via Fiducia & GAD IT AG (Berlin Group NextGen v1.2), Mastercard Identity Check authentication through Fiserv's Transact Verify app, and an integrated digital marketing stack spanning LinkedIn, Google Ads, Meta, and HubSpot. Quarterly client research is distributed through the Kapital & Märkte publication and accompanying strategy factsheets covering bonds, equities, ETFs, sustainability, megatrends, and family office services.

The business model is fee-based wealth advisory on managed assets, supplemented by deposit spread income and insurance brokerage (registered under D-AYIH-1I6GT-82). Distribution is conducted through direct personal advisory at the Stuttgart headquarters, online banking for existing clients, and digital lead generation via newsletter subscription and paid acquisition channels. Geographic operations are concentrated in Baden-Württemberg, with no stated international footprint.

Name

ELLWANGER & GEIGER

Legal name

Bankhaus Ellwanger & Geiger AG

Website

https://privatbank.de

Company type

Private

Founded year

1912

Operating status

Operating

Headcount range

11–50 employees

Short description

Ellwanger & Geiger is an independent Stuttgart-based private bank offering wealth management, investment advisory, and financing solutions exclusively to high-net-worth individuals and families in Baden-Württemberg, with structured investment minimums from EUR 250,000 and over 100 years of operating history.

Ownership category

akta.pro rank

Product category

Private Banking & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Private banking
• Wealth management
• Asset management
• Investment advisory
• Financing advisory

Headquarters

HQ city

Stuttgart

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, Infrastructure

Pricing tiers

Distribution channels2 records

Marketing channels6 records

Core offering

Bankhaus Ellwanger & Geiger AG is an independent Stuttgart-based private bank (Privatbankhaus) offering professional wealth management, investment advisory, and tailored financing solutions to high-net-worth private clients. Core services include Vermögensverwaltung und -beratung (asset management and advisory), Finanzierungsberatung (financing advisory), the Werte Selektion direct mandate, Familien-Depotcheck for intergenerational wealth review, retirement planning, Festgeld fixed-term deposits, and Online Banking.

Product overview

Ellwanger & Geiger is an independent Stuttgart-based private bank (Privatbankhaus) offering professional advisory services and personal engagement for over 100 years. The core offering consists of wealth management and advisory services (Vermögensverwaltung und -beratung) and financing advisory (Finanzierungsberatung). The product portfolio includes the Ellwanger.Geiger Werte Selektion direct mandate for hand-picked company values, the Familien-Depotcheck for strategic intergenerational depot review, Ruhestandsplanung for retirement planning, Megatrends investment strategy, and Festgeld fixed-term deposits. Additional services include Online Banking, quarterly Kapital & Märkte publications, and various factsheets covering bonds, equities, ETFs, sustainable investing, and family office services. The bank also provides card blocking and credit card services including Mastercard Identity Check integration.

Differentiator

Problem solved

Functional benefit

Brands

• Ellwanger.Geiger Werte Selektion: A direct mandate for handpicked company values - a transparent and traceable portfolio in the client's possession without hidden costs

Products and services

• Vermögensverwaltung und -beratung (Asset Management and Advisory) Long-term discretionary asset management and investment advisory focused on sustained wealth growth for private clients.
• Finanzierungsberatung (Financing Advisory) Tailored financing solutions and customized advisory on funding options for private clients.
• Ellwanger.Geiger Werte Selektion Direct mandate for hand-picked company values offering a transparent and traceable portfolio in the client's ownership without hidden costs.
• Familien-Depotcheck Strategic and intergenerational depot review that considers family assets collectively rather than individual positions.
• Ruhestandsplanung (Retirement Planning) Comprehensive retirement planning to ensure financial security and quality of life for clients in retirement.
• Festgeld (Fixed-Term Deposits) Secure fixed-term deposit product offering 2.30% interest rate per annum for a 6-month term.
• Megatrends Investment Strategy Thematic investment strategy focused on megatrends shaping the future, enabling clients to invest in long-term structural opportunities.
• Online Banking Digital banking platform enabling existing clients to manage accounts, execute transactions, and access financial services online.
• Kreditkarte (Credit Card Services) Credit card management with 3D Secure registration via Transact Verify app or mTAN procedure for secure online payments.
• Kartensperre (24/7 Card Blocking Service) 24/7 card blocking service for MasterCard and girocard with dedicated contact numbers for each card type.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Merck Finck Privatbankiers: Munich-based private bank focused on HNWI wealth management, financing advisory and family-office services. Comparable size, geography and target clientele to Ellwanger & Geiger.
• Bankhaus Metzler: Independently owned Frankfurt-based private bank offering asset management, advisory and financing solutions to private and institutional clients. Closely matches Ellwanger & Geiger's independent Privatbankhaus model.
• Bethmann Bank: German private bank (part of ABN AMRO) focused on HNWI wealth management and advisory. Directly comparable as an independent-style private bank serving affluent German families and entrepreneurs.
• Quirin Privatbank: Berlin-based independent German private bank focused on HNWI advisory, wealth management and financing. Closely comparable in size and HNWI-centric service model.
• Donner & Reuschel: Hamburg-based independent private bank providing wealth management and advisory for private and corporate clients. Comparable independent German private-banking franchise serving affluent families and Mittelstand.
• Hauck & Aufhäuser Privatbankiers: Frankfurt-based independent private bank offering wealth management, asset servicing and financing. Comparable independent German Privatbankhaus franchise with similar HNWI product mix.
• Berenberg: Hamburg-headquartered private bank with wealth and asset management, corporate banking and financing. A larger but directly comparable German private bank with overlapping HNWI offerings.
• Baader Bank: German bank with a private banking/wealth management arm serving affluent and HNWI clients. Comparable independent-style German private banking franchise with capital-markets DNA.
• Weberbank: Berlin-based private bank (part of HSBC Trinkaus) offering wealth management and advisory for affluent private clients. Comparable German private-bank HNWI proposition.

Broad incumbents

• Deutsche Bank Wealth Management: Largest German private wealth manager serving HNWI/UHNWI clients with a broad product suite. Comparable target market and offerings but operates at vastly greater scale and broader geographic reach than Ellwanger & Geiger.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ellwanger-geiger-privatbankhaus

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 ELLWANGER & GEIGER