B&K Vermögen GmbH

What B&K Vermögen GmbH does

B&K Vermögen GmbH is an independent, BaFin-supervised wealth management firm (Vermögensverwalter) headquartered in Cologne (Hildeboldplatz 15-17) with a branch in Düsseldorf (Cecilienallee 17), operating nationwide in Germany since its founding in 2013 by Maik Bolsmann. The firm is co-led by managing directors Meinolf Köper and Christoph Schulz and serves high-net-worth individuals, entrepreneur families, business owners, foundations, and associations across multi-generational wealth lifecycles. Its core offering is split into Vermögensverwaltung (discretionary portfolio management with individualized strategies, risk management, and diversification) and Vermögensgestaltung (360-degree wealth structuring covering financial planning, succession planning, estate execution, real estate, and financing coordination), supplemented by three proprietary investment funds (R+P Universal-Fonds, R+P Rendite Plus UI, Pro Strategy Fund) and the Nießbrauchdepot tax-optimized wealth-transfer product.

Revenue is generated through fee-based AUM advisory on HNWI mandates plus management fees on the three R&P funds, with individualized, non-publicly-disclosed pricing. Distribution is direct-advisory only, conducted face-to-face from the two offices and via remote videocall, supported by a curated Experten-Netzwerk of tax advisors, lawyers, and notaries, and amplified by content marketing (Vermögensleitfaden), quarterly market videocalls, and recurring client events (Leaders Lounge, Next Generation Days). The firm is privately held by its management, holds §34c and §34i GewO permits in addition to BaFin supervision, and is a member of the Verband unabhängiger Vermögensverwalter (VuV); it has been awarded Capital Top-Vermögensverwalter eight consecutive times and ranks among Citywire's Top 50 German wealth managers.

Name

B&K Vermögen GmbH

Legal name

B&K Vermögen GmbH

Website

https://bk-vermoegen.de

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

B&K Vermögen GmbH is an independent, BaFin-supervised German wealth manager founded in 2013, serving high-net-worth individuals and entrepreneur families from offices in Cologne and Düsseldorf with discretionary portfolio management, succession and estate planning, and three proprietary investment funds.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Independent wealth management
• Portfolio management services
• Financial planning advisory
• Succession planning services
• Investment fund management

Headquarters

HQ city

Köln (Cologne)

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory Fees: Fee-based wealth management services for high-net-worth individuals and entrepreneur families. Revenue is likely generated through AUM-based fees and/or advisory fees for comprehensive financial planning services including asset management, succession planning, and estate execution.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

B&K Vermögen provides independent, fee-based wealth management and 360-degree wealth structuring services to high-net-worth individuals, entrepreneur families, foundations, and corporate clients in Germany. Core services include discretionary portfolio management (Vermögensverwaltung), financial planning, succession planning, estate execution (Testamentvollstreckung), real estate and financing advisory, and management of three proprietary investment funds (R+P Universal-Fonds, R+P Rendite Plus UI, Pro Strategy Fund). The firm also delivers the Nießbrauchdepot structure for tax-optimized intergenerational wealth transfer.

Product overview

B&K Vermögen GmbH is an independent wealth management firm offering a comprehensive suite of services centered around Vermögensverwaltung (wealth management) and Vermögensgestaltung (wealth structuring). The core offering includes individualized investment strategies with risk management and diversification, supplemented by specialized advisory modules covering financial planning, succession arrangements, estate execution, real estate, and financing. The company manages three proprietary investment funds (R+P Universal-Fonds, R+P Rendite Plus UI, and Pro Strategy Fund). Additional services include the Nießbrauchdepot for tax-optimized wealth transfer, the Nießbrauch-Rechner interactive calculator, Vermögensleitfaden educational guides, and client engagement programs like B&K Videocall quarterly market updates, Leaders Lounge networking events, and Next Generation Days educational events. The firm operates from offices in Cologne and Dusseldorf, serving clients nationwide since 2013.

Differentiator

Problem solved

Functional benefit

Products and services

• Vermögensverwaltung (Wealth Management)
• Vermögensgestaltung (Wealth Structuring)
• R+P Universal-Fonds
• R+P Rendite Plus UI
• Pro Strategy Fund
• Finanzplanung (Financial Planning)
• Nachfolgeregelung (Succession Planning)
• Testamentvollstreckung (Estate Execution)
• Immobilienberatung (Real Estate Advisory)
• Finanzierungsberatung (Financing Advisory)

Quantifiable outcome

• Tax advantage example: 130,000 EUR potential tax savings on 1.1M EUR depot transfer via Nießbrauchdepot structure

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.

• wineBANK KölnminorGTM or Marketing Partner · 5 May 2026Partnership for exclusive Leaders Lounge networking events. wineBANK Köln hosts B&K's exclusive client events featuring speaker presentations and business networking. The collaboration provides a premium venue for relationship building with high-net-worth clients and business leaders.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Flossbach von Storch AG: Major Cologne-based independent wealth manager with multi-billion AUM, widely awarded in Capital rankings. Operates a similar bank-independent, advisory-led model with proprietary funds — a scaled-up version of B&K's positioning.
• Quirin Privatbank AG: Berlin-based independent German private bank offering fee-based Vermögensverwaltung and financial planning for affluent and HNW clients. Comparable value proposition as a bank-independent advisory alternative.
• Ringelstein & Partner Vermögensbetreuung GmbH: Essen-based independent wealth manager whose founder (Frank Ringelstein) and clients were absorbed into B&K in 2025. Operated the same HNW Vermögensverwaltung model with the same R&P fund family before the transition.
• DKS Vermögensverwalter GmbH: Bonn-based independent Vermögensverwalter co-founded by Meinolf Köper (now at B&K) in 2005–2013. Same independent HNW advisory model, same VuV regulatory status, and serves a near-identical entrepreneur-family segment — the most direct precedent peer.
• HQ Trust GmbH: Larger German independent Vermögensverwalter headquartered in Bad Homburg serving HNW/UHNW clients with multi-family-office style offerings. Closest direct competitor by business model, regulatory status, and target segment.

Broad incumbents

• Bethmann Bank AG: Frankfurt private bank subsidiary of ABN AMRO focused on HNW advisory and estate planning. Source of multiple B&K team alumni (e.g., Katja Beckers) and direct competitor for entrepreneur-family mandates.
• M.M.Warburg & CO Privatbankiers: Hamburg-based traditional private bank where founder Maik Bolsmann previously served as Prokurist and Abteilungsdirektor. Represents the incumbent private-bank model B&K positions against with its independence narrative.
• MLP SE: Large publicly-listed German financial advisory group serving affluent clients across banking, insurance, and wealth management. Overlaps with B&K's HNW/entrepreneur segment but at materially greater scale and breadth.
• ODDO BHF AG: Frankfurt-based Franco-German private bank with significant Vermögensverwaltung and wealth planning offerings for German HNW/UHNW clients. Larger incumbent with overlapping wealth structuring capabilities.

Regional players

• Sal. Oppenheim jr. & Cie. AG & Co. KGaA: Historic Cologne-based private bank (now part of Deutsche Bank Private Banking) with deep roots in Rhineland entrepreneur-family wealth management — the same regional segment B&K dominates, but operating as a much larger integrated private bank.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/bkvermoegen
• LinkedInlinkedin.com/company/b-k-vermoegen-gmbh

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 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 B&K Vermögen GmbH