Hinkel and Cie. Vermögensverwaltung

What Hinkel and Cie. Vermögensverwaltung does

Hinkel & Cie. Vermögensverwaltung AG is a Düsseldorf-based, BaFin-regulated independent wealth management boutique (Aktiengesellschaft) founded in 2000 and family-controlled (Hinkel family holds 83%). The firm manages approximately 100 million EUR in assets under management for roughly 100 clients, comprising high-net-worth individuals, entrepreneurs, family offices, and German foundations (Stiftungen). Its core offering is a multi-asset Core-Satellite framework that combines traditional equities and bonds with non-correlated asset classes including real estate financing via a 1.2 billion EUR AIF, newsflow-based trading strategies, gold/currency trading via swarm algorithms, and — since 2021 — biotech private equity via partnerships with BioTec CCI AG and DBI AG.

The firm offers four Private Banking strategies (defensiv 3-5% target / ~5% drawdown, ausgewogen 5-7% / ~15%, offensiv 7-9% / ~25%, and an Aktien Strategie) with a 100,000 EUR minimum, plus access to the VALUE AKTIV Plus FV mixed fund (WKN A2PE1H) launched in July 2019 and the Value Stars Deutschland Index certificate (cumulative performance +198.1% vs DAX +166.6% through May 2026). Risk management centers on a proprietary 200-day trend line methodology and asset-class non-correlation. Operational headcount is 1-10, indicating a tightly-run boutique model reliant on senior specialist talent and external product partners rather than scale.

Revenue mechanics are predominantly subscription-recurring via discretionary management fees and performance fees with High Water Mark options, supplemented by distribution economics on third-party and structured-note products. Distribution is direct-advisory with content marketing via €uro am Sonntag's VermögensverwalterEXTRA selection, webinars (e.g., with GFA Vermögensverwaltung), and an active newsletter program. Geographically the firm is DACH-focused (Germany) with no disclosed international footprint beyond product structuring through Swiss and Liechtenstein partners.

Name

Hinkel and Cie. Vermögensverwaltung

Legal name

HINKEL & Cie. Vermögensverwaltung AG

Website

https://hinkel-vv.de

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

Hinkel & Cie. Vermögensverwaltung AG is a Düsseldorf-based, BaFin-regulated independent wealth management boutique managing ~100M EUR for ~100 HNW clients, entrepreneurs, family offices, and foundations via a multi-asset Core-Satellite strategy spanning equities, bonds, real estate financing, structured trading strategies, and biotech PE.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

akta.pro secondary industries

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ), Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

Keywords

• Wealth management
• Discretionary portfolio management
• Multi-asset investing
• Asset management
• Investment advisory

Headquarters

HQ city

Düsseldorf

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

Revenue model

1. Discretionary Portfolio Management Fees: Fees for managing client portfolios on a discretionary basis. The company offers strategies with different risk profiles (defensive, balanced, offensive) targeting specific return ranges.
2. Performance-based Management: Customers can choose between pure performance-dependent compensation with High Water Mark or a combination of ongoing and performance-dependent fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Hinkel & Cie. Vermögensverwaltung AG is a bank-independent wealth manager providing discretionary portfolio management and investment advisory services. The firm offers a Core-Satellite multi-asset approach combining traditional equities and bonds with non-correlated asset classes such as newsflow trading, forex/gold algorithmic strategies, real estate financing, and alternative investments, available through risk-tiered strategies (defensive, balanced, offensive) and a dedicated Family Office Asset-Klassen-Solution.

Product overview

Hinkel & Cie. Vermögensverwaltung AG is an independent wealth management firm (bank-independent Vermögensverwalter) offering discretionary portfolio management and investment advisory services. The core offering is the Family Office Asset-Klassen-Solution Total Return, a multi-asset strategy built on a Core-Satellite approach with five non-correlated asset classes. The company provides four Private Banking strategies (defensiv, ausgewogen, offensiv, and Aktien Strategie) differentiated by risk/return profiles, available to private, corporate, and institutional clients as well as foundations starting from 100,000 EUR minimum investment. Additional products include the VALUE AKTIV Plus FV mixed fund, the Value Stars Deutschland Index certificate, Newsflow Trading Strategy, Gold/Currency Trading Strategy, and Real Estate Financing solutions. The firm also offers alternative investments including biotech private equity through the BioTec CCI AG partnership. The company operates bank-independently and is a member of the Verband unabhängiger Vermögensverwalter (VuV).

Differentiator

Problem solved

Functional benefit

Brands

• HINKEL FAMILY OFFICE SOLUTION: Family office service offering within the Hinkel Group.
• HINKEL MARKTPLATZ
• Family Office Asset-Klassen-Solution Total Return
• VALUE AKTIV PLUS

Products and services

• Private Banking Aktien Strategie Equity-focused investment strategy targeting outperformance through German Small & Mid-Cap Value stocks and growth-oriented stocks from strong industries, supplemented with precious metals and risk-reducing financial instruments. Designed for private, corporate, and institutional clients.
• Private Banking Strategie defensiv Defensive Total Return strategy with a 3-5% annual return target and approximately 5% interim loss risk, focused on capital preservation with moderate growth. Minimum investment 100,000 EUR.
• Private Banking Strategie ausgewogen Balanced Total Return strategy with a 5-7% annual return target and approximately 15% interim loss risk, combining equity and bond exposure with non-correlated asset classes. Minimum investment 100,000 EUR.
• Private Banking Strategie offensiv Aggressive Total Return strategy with a 7-9% annual return target and approximately 25% interim loss risk, maximizing growth potential through higher equity exposure. Minimum investment 100,000 EUR.
• Family Office Asset-Klassen-Solution Total Return Multi-asset Total Return strategy employing a Core-Satellite approach with five non-correlated asset classes: Long-Short Funds, Corporate/Managed Bonds, Capital-Protected Equity Funds, Newsflow Trading Strategy, and Real Estate Finance. Targets positive returns over 12-month periods with minimal volatility.
• VALUE AKTIV Plus FV Balanced mixed fund (Mischfonds) investing 50% in German Small & Mid-Cap Value stocks and 50% in German Mittelstand corporate bonds. Features active risk management with phase-based hedging.
• Value Stars Deutschland Index Certificate Index of German Value stocks managed by the Anlegerbrief analyst team (Dr. Adam Jakubowski), distributed via an outperformance certificate tracking performance since December 2013.
• Newsflow Trading Strategy Institutional-grade international trading strategy that reacts quickly to corporate news and announcements, made accessible to private investors via structured notes with minimum investment of 1,000 EUR.
• Gold- und Währungs-Handels-Strategie Gold and currency trading strategy using swarm algorithms, trading 30 standard currency pairs and gold based on signals aggregated from top traders. Distributed via structured notes.
• Immobilien-Finanzierung (Real Estate Financing) Real estate financing products including mezzanine financing for property development and revitalization, and income-producing residential/commercial properties, distributed through a 1.2 billion EUR AIF special fund.
• Biotech Private Equity Solutions Private equity investments in the biotech sector via the BioTec CCI AG partnership, providing access to early-stage biotech companies including DBI AG portfolio companies, with minimum investment starting at 10,000 EUR.

Quantifiable outcome

• Value Stars Deutschland Index: +198.1% cumulative performance vs DAX +166.6% (May 2026)
• +3 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Deutsche Biotech Innovativ AG (DBI AG)coreStrategic or Co-development Partner · 1 January 2021Partnership for providing Private-Equity access to biotech investments. DBI AG's founders are physicians who developed a diagnostic application 10 years ago and sold it for a mid-three-digit million amount. They invest in early-stage therapeutic development companies. Hinkel & Cie. offers customers access to these private equity opportunities.
• BioTec CCI AGcoreStrategic or Co-development Partner · 1 January 2021Düsseldorf-based company advised by DBI AG on biotech investments. Hinkel & Cie. serves as accredited partner for capital increases and private equity access with minimum investment of 10,000 EUR. BioTec CCI recently participated in SphingoTec GmbH diagnostics company.
• GFA Vermögensverwaltung GmbHminorStrategic or Co-development Partner · 29 November 2019Joint webinar 'Momentum trifft Value' held with GFA's managing director Werner Krieger, demonstrating thought leadership collaboration in the wealth management space.
• Swiss Real Estate Fund ManagercoreTechnology or Integration · 1 January 2019Market leader from Switzerland engaged as fund manager for the 1.2 billion EUR AIF special fund focused on mezzanine financing of real estate projects. The fund has delivered positive returns every month for 6.5 years with minimal volatility.
• Anlegerbrief (Dr. Adam Jakubowski)coreStrategic or Co-development Partner · 1 December 2013Analytical team provides stock selection advice for Value Perlen (value gems) from the Value Stars Deutschland Index. The index is available via the outperformance Value Star Deutschland certificate with strong performance track record of +198.1% cumulative vs DAX +166.6% as of May 2026.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Berenberg Wealth Management: German private bank with significant HNW and family office wealth management offering; comparable target customer and discretionary portfolio management approach but with a full banking license and substantially larger AUM.
• Flossbach von Storch AG: One of Germany's largest independent wealth managers (~EUR 70B AUM). Closely comparable Core-Satellite multi-asset philosophy and bank-independent positioning, but operates at far greater scale across multiple strategies and geographies.
• Feri AG: German multi-affiliate investment and wealth manager (Feri Trust, Feri Institutional, Feri Family Office). Comparable on multi-asset advisory and family office solutions, though broader and more institutionally focused than Hinkel.
• DJE Kapital AG: German independent asset and wealth manager with multi-asset and value-style funds. Comparable on bank-independent wealth management for HNW clients and proprietary value-oriented investment process, though at materially larger AUM scale.
• Wealthcap (UniCredit Group): German real estate investment and asset manager owned by UniCredit; comparable on the real estate mezzanine/financing AIF exposure that Hinkel offers via its 1.2B EUR Swiss-managed AIF partnership, but at institutional scale.

Direct peers

• Value Asset Management GmbH: Munich-based boutique specializing in German value equities; directly comparable on a Value Stars-style German value strategy and HNW wealth management distribution in Germany.
• GANÉ Aktiengesellschaft: Boutique German value-oriented wealth manager; directly comparable on German value stock selection (overlaps with Hinkel's Value Stars Deutschland Index methodology) and HNW private client discretionary mandates.
• GFA Vermögensverwaltung GmbH: German independent wealth manager based in Bavaria; directly comparable as a boutique, bank-independent Vermögensverwalter serving HNW clients. Hinkel has publicly co-hosted webinars with GFA, evidencing direct overlap in target market, product set, and sales motion.
• Acatis Investment GmbH: Frankfurt-based independent German value manager; directly comparable on value equity philosophy and bank-independent HNW wealth management with multi-asset strategies, particularly for foundations and family offices.

Regional players

• Greiff Research & Capital AG (Greiff Capital Management): Boutique German independent asset manager focused on value and special situations strategies; comparable on independent WM model for German HNW clients and alternative investment access, though headquartered in a different German region.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries2 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 Hinkel and Cie. Vermögensverwaltung