Eyb & Wallwitz

What Eyb & Wallwitz does

Eyb & Wallwitz Vermögensmanagement GmbH is a Munich-based, owner-managed boutique wealth and asset manager founded in 2004. The firm runs a focused product platform consisting of four publicly distributed Phaidros Funds (Balanced, Conservative, Schumpeter Aktien, Kairos Anleihen) plus customized institutional mandates (Spezialfonds and vermögensverwaltende Mandate). Its stated investment approach is global asset allocation across equities and bonds with an ESG-integrated process; all funds are classified as Article 8 under EU SFDR and the firm has been a UN PRI signatory since 2012. Technology is portfolio-management and ESG-integration tooling described in functional terms; no proprietary AI/ML systems, no mobile apps, and no public APIs are disclosed, indicating a relatively traditional asset-management operating model rather than a tech-led platform.

The go-to-market is hybrid and channel-led. The Phaidros Funds are distributed primarily through wholesale intermediaries — German banks, Sparkassen, and broker/advisor pools — across Germany, Austria, and Switzerland. Customized mandates are sourced directly from institutional clients (Family Offices, Pensionskassen & Versorgungswerke, Stiftungen, Kirchliche Einrichtungen) and self-directed private investors are served through the E&W Online platform. Revenue mechanics are AUM-based, recurring management fees on both pooled funds and bespoke mandates, with no disclosed pricing or AUM figures. The firm actively publishes market commentary (Fondsreporting, Börsenblatt, Marktkompass), runs the 'Investmenttalks aus der Kaffeeküche' podcast, and hosts an annual Investment Conference; in 2025 it received multiple industry recognitions including Morningstar 5 Stars on Phaidros Conservative, Capital 2025, Wirtschaftswoche, Euro FundAward, and Bulle & Bär. The company remains privately held, with no disclosed funding rounds, parent entity, subsidiaries, or executive changes beyond founder Dr. Georg von Wallwitz continuing as Managing Partner.

Name

Eyb & Wallwitz

Legal name

Eyb & Wallwitz Vermögensmanagement GmbH

Website

https://eybwallwitz.de

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Eyb & Wallwitz is a privately held Munich-based boutique asset manager (founded 2004) running four Phaidros Funds and customized mandates for German-speaking institutional and private clients, distributed via banks, Sparkassen, and broker pools.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

ESG/Sustainable Investment Advisory (FSAEAAAJ)

akta.pro secondary industries

Sustainable/ESG Equity (Active) (FSAAAIAM), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Asset management
• Investment funds
• Investment advisory
• Discretionary portfolio management

Headquarters

HQ city

Munich

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Fund Management Fees: Revenue generated from managing four Phaidros public funds (Balanced, Conservative, Schumpeter Aktien, Kairos Anleihen) with management fees based on assets under management.
2. Customized Mandate Fees: Fees from managing customized mandates including Spezialfonds and vermögensverwaltende Mandate for institutional and high-net-worth clients.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Eyb & Wallwitz is an independent Munich-based asset manager providing professional wealth management through four Phaidros Funds (Balanced, Conservative, Schumpeter Aktien, Kairos Anleihen) and customized investment mandates (Spezialfonds and discretionary portfolio management). The firm applies an ESG-integrated investment process to global equities and European fixed income, serving institutional and private clients primarily across the DACH region.

Product overview

Eyb & Wallwitz is a Munich-based asset management firm founded in 2004 offering a unified fund family plus bespoke mandate solutions. The core offering consists of four Phaidros Funds—Balanced (mixed asset), Conservative (capital preservation), Schumpeter Aktien (equity with AI focus), and Kairos Anleihen (European bonds)—complemented by customized mandate solutions for institutional and sophisticated private investors seeking tailored portfolio management.

Differentiator

Problem solved

Functional benefit

Brands

• Phaidros Funds Balanced: Mixed asset fund with balanced allocation between equities and bonds.
• Phaidros Funds Conservative
• Phaidros Funds Schumpeter Aktien
• Phaidros Funds Kairos Anleihen

Products and services

• Phaidros Funds Balanced A balanced mixed-asset fund offering exposure to global equities and bonds, targeting an attractive risk-return profile for sophisticated investors.
• Phaidros Funds Conservative A conservative mixed-asset fund focused on capital preservation, combining bonds and select equities for stable returns.
• Phaidros Funds Schumpeter Aktien An equity fund focused on innovative companies benefiting from Schumpeterian creative destruction dynamics, with particular emphasis on AI-related investments.
• Phaidros Funds Kairos Anleihen A bond fund investing in European fixed-income securities, including high-yield and investment-grade corporate bonds.
• Mandatslösungen (Customized Mandates) Customized wealth management mandates tailored to specific client objectives and requirements, including Spezialfonds and vermögensverwaltende Mandate (discretionary portfolio management) for institutional and high-net-worth clients.

Quantifiable outcome

• Phaidros Funds Conservative: Morningstar 5 Stars rating
• +1 more outcomes

Named customers6 records

Segments3 records

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.

• UN Principles for Responsible Investment (PRI)coreStrategic or Co-development PartnerEyb & Wallwitz has been a signatory to the UN PRI since 2012, demonstrating commitment to responsible investment practices and ESG integration in their investment processes.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Berenberg: Hamburg-based private and investment bank with a wealth and asset management division serving private clients, family offices, and institutions. Directly comparable in providing tailored wealth mandates alongside fund products to UHNW/family-office segments in Germany.
• Bethmann Bank: Frankfurt-based private bank (part of ABN AMRO) focused on wealth management for private clients, family offices, and foundations in Germany. Comparable in serving Stiftungen, family offices, and HNW clients with discretionary asset management mandates.
• Hauck & Aufhäuser: Frankfurt-based independent private bank offering asset management, wealth management, and fund services across DACH. Comparable as an independent, owner-managed German institution serving private and institutional clients with discretionary mandates.
• DJE Kapital AG: German independent asset manager (Pullach near Munich) offering actively managed equity, multi-asset, and bond funds distributed via banks and advisors across DACH. Comparable in independent owner-managed structure, active fund philosophy, and intermediary-led distribution model.
• Flossbach von Storch: Cologne-based independent German boutique asset manager with a multi-asset fund family (Flossbach von Storch Foundation, Multiple Opportunities) and strong ESG orientation. Closely comparable to Eyb & Wallwitz in scale, ownership structure (founder-led, independent), product mix (mixed-asset, equity, bond), and DACH retail/intermediary distribution focus.

Broad incumbents

• Union Investment: Frankfurt-based asset manager owned by the DZ Bank Group and integrated into the cooperative/Sparkassen financial network. A broad incumbent that distributes funds through the very same Sparkassen and Volksbanken channels Eyb & Wallwitz relies on, providing both direct competition and the channel ecosystem context.
• Allianz Global Investors: Frankfurt-based asset management arm of Allianz Group offering active equity, fixed income, and multi-asset strategies with significant DACH distribution. Comparable across product categories (mixed-asset, equity, bond funds) but operates at significantly larger scale and through parent-driven distribution synergies.
• DWS Group: Frankfurt-headquartered publicly listed asset manager (formerly Deutsche Asset Management) with a broad active/passive fund range including Xtrackers ETFs and ESG products. Operates as a broad incumbent across Eyb & Wallwitz's categories with materially greater scale and brand recognition in DACH.

Emerging players

• Acatis Investment: Frankfurt-based value-oriented boutique asset manager with ESG-tilted funds (e.g., Acatis Fair Value Modulor) distributed via advisors and direct. Comparable as a German independent value/ESG boutique, though smaller and more narrowly focused than Eyb & Wallwitz.

Regional players

• GLS Bank / GLS Investments: Bochum-based ethical/values-driven German bank with associated investment funds serving foundations, church institutions, and values-aligned private investors. Comparable in the values/ESG mandate segment, particularly for Stiftungen and kirchliche Einrichtungen clients, but with a stricter values-screen focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/eyb-&-wallwitz-vermögensmanagement-gmbh

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Eyb & Wallwitz