Büttner, Kolberg und Partner - Vermögensverwalter - GmbH

What Büttner, Kolberg und Partner - Vermögensverwalter - GmbH does

Büttner, Kolberg & Partner Vermögensverwalter GmbH (BKP) is an owner-operated, bank-independent wealth manager headquartered at Niedenau 41, Frankfurt am Main, founded on 01.10.1990 by Wilfried Büttner and Peter W. Kolberg. The firm is BaFin-authorized under §15 WpIG for financial portfolio management, investment advisory, investment brokerage, and contract brokerage, and it was Founding Member No. 1 of the Verband unabhängiger Vermögensverwalter Deutschland e.V. (VuV), which was established in its premises on 12 December 1997. BKP manages individual client securities deposits using an active, discretionary approach that blends Top-Down macroeconomic analysis with Bottom-Up fundamental security selection, supplemented by technical analysis and behavioral finance considerations, and it allocates across equities, bonds, commodities, and precious metals with flexible, concentrated positioning subject to an active technical risk overlay.

The firm's commercial offering has three components. First, individualized Vermögensverwaltung mandates with a minimum volume of EUR 1,000,000 are managed under personal client relationships and reported monthly with accompanying market commentary; custody is held at the client's chosen bank. Second, two proprietary, actively managed investment funds extend the same investment expertise to investors without the EUR 1M threshold: the multi-asset BKP Classic Fonds (ISIN DE000A0NEBB9, launched 14.03.2008) and the growth-equity BKP Wachstum Global (ISIN DE000A3D05M2 from 2012, relaunched with ISIN DE000A3D05N0 on 17.02.2023). Custody for the funds sits with Hauck Aufhäuser Lampe Privatbank AG and UBS Europe SE, with Universal-Investment acting as the KVG and distribution platform. Third, a free monthly market commentary newsletter (Marktkommentar) supports top-of-funnel client engagement.

Revenue is generated primarily through recurring management fees on individual mandates and on the two proprietary funds. Customer segments are high-net-worth private clients (primary), family offices and entrepreneur families, and institutional mandates, all in Germany. BKP employs roughly 6–8 people across managing shareholders, wealth managers, an executive assistant, and operational staff; current managing partners are Jens Thomas and Klaus Kehl, with Jens Schnorbach (CIIA®) as additional shareholder. The firm has won three consecutive "Herausragende Vermögensverwaltung" awards from Focus Money, MMD and DSW (2018–2020), a 2018 WirtschaftsWoche money-manager ranking, and Morningstar 4-star ratings for both proprietary funds plus a Scope (B) rating for the BKP Classic Fonds.

Name

Büttner, Kolberg und Partner - Vermögensverwalter - GmbH

Legal name

Büttner, Kolberg & Partner -Vermögensverwalter- GmbH

Website

https://buettnerkolberg.de

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Short description

Büttner, Kolberg & Partner Vermögensverwalter GmbH is a BaFin-authorized, owner-operated independent wealth manager in Frankfurt am Main, founded 1990, serving high-net-worth private clients, family offices, and institutional mandates in Germany through active discretionary portfolios (min. EUR 1M) and two proprietary investment funds.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)

akta.pro secondary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

Keywords

• Independent wealth management
• Portfolio management services
• Asset management
• Investment fund management
• Financial advisory services

Headquarters

HQ city

Frankfurt am Main

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, Others

Revenue model

1. Wealth Management Mandate Fees: Fees charged for managing individual client portfolios. Minimum mandate size EUR 1,000,000. Clients receive monthly reports on portfolio development plus current market commentary. Custody administration at client's chosen bank, with favorable terms passed through to clients.
2. Proprietary Investment Fund Management: Management fees from two proprietary funds: BKP Classic Fonds (ISIN DE000A0NEBB9, launched 14.03.2008) and BKP Wachstum Global (ISIN DE000A3D05M2, launched 15.11.2012, and ISIN DE000A3D05N0, launched 17.02.2023). Funds managed by BKP with custody at Hauck Aufhäuser Lampe Privatbank AG and UBS Europe SE respectively.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

BKP provides active discretionary wealth management (Vermögensverwaltung) for client securities portfolios using a Top-Down macroeconomic and Bottom-Up fundamental analysis approach, combined with behavioral finance and technical analysis. The firm manages two proprietary investment funds (BKP Classic Fonds and BKP Wachstum Global) and accepts individual wealth management mandates from a minimum volume of EUR 1,000,000.

Product overview

Büttner, Kolberg & Partner is an independent wealth management firm offering a unified suite of services centered on active individual portfolio management. The core offering comprises individual wealth management (Vermögensverwaltung) alongside two proprietary actively managed investment funds: BKP Classic Fonds (launched 2008) and BKP Wachstum Global (launched 2012/2023). These in-house funds allow clients access to the firm's capital market expertise without requiring a direct management mandate. The offering also includes a monthly market commentary newsletter. The firm operates with BaFin authorization under § 15 WpIG for financial portfolio management, investment advisory, and brokerage services.

Differentiator

Problem solved

Functional benefit

Brands

• BKP Classic Fonds: Vermögensverwaltender Investmentfonds mit ISIN DE000A0NEBB9, aufgelegt am 14.03.2008. Verfolgt einen aktiven und flexiblen Investmentstil mit Direktinvestments in Aktien und Renten.
• BKP Wachstum Global

Products and services

• Vermögensverwaltung (Wealth Management) Discretionary active portfolio management for individual client securities accounts combining top-down macroeconomic and bottom-up fundamental analysis with behavioral finance and technical indicators. Investment universe spans equities, bonds, commodities, and precious metals. Minimum mandate EUR 1,000,000 with monthly reporting and market commentary. Custody at client's chosen bank.
• BKP Classic Fonds Actively managed multi-asset investment fund pursuing a classic wealth management approach with direct investments in equities and bonds, supplemented by international active and passive funds (ETFs). Focused on fundamental valuation metrics and absolute returns. Receives a Morningstar 4-star rating and Scope Rating (B).
• BKP Wachstum Global Actively managed equity fund specializing in growth companies, targeting long-term above-average capital market returns. Invests in publicly traded companies globally with focus on enterprise value, revenue, EBITDA, and free cash flow metrics. Operates as a concentrated, flexible portfolio without benchmark orientation. Receives a Morningstar 4-star rating.

Quantifiable outcome

• Morningstar 4-star rating for both BKP Classic Fonds and BKP Wachstum Global
• +3 more outcomes

Named customers4 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

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Verband unabhängiger Vermögensverwalter Deutschland e.V. (VuV)coreStrategic or Co-development Partner · 12 December 1997Founding Member No. 1 of the VuV. The association was co-founded on 12 December 1997 by seven members in BKP's premises. VuV represents the interests of bank-independent wealth managers in Germany. BKP is obligated by its statutes to participate in the VuV Ombudsman dispute resolution procedure.
• DVFA (Deutsche Vereinigung für Finanzanalyse und Asset Management)coreStrategic or Co-development PartnerBKP employees actively follow DVFA's development as members. DVFA and its members work on topics including Portfolio Management, Asset Allocation, Investment Analysis, Corporate Valuation, Risk Management, Wealth Management, Rating, and Credit Management.
• Universal-InvestmentcoreTechnology or IntegrationUniversal-Investment serves as the Kapitalverwaltungsgesellschaft (KVG/capital management company) for BKP's proprietary investment funds (BKP Classic Fonds and BKP Wachstum Global). They provide fund administration, compliance, and distribution infrastructure.
• Hauck Aufhäuser Lampe Privatbank AGcoreTechnology or IntegrationServes as the Verwahrstelle (custodian/depositary bank) for BKP Classic Fonds (ISIN DE000A0NEBB9) and BKP Wachstum Global (ISIN DE000A3D05N0).
• UBS Europe SEcoreTechnology or IntegrationServes as the Verwahrstelle (custodian/depositary bank) for BKP Wachstum Global (ISIN DE000A1J3YJ9).
• EdW (Entschädigungseinrichtung der Wertpapierhandelsunternehmen)minorOthersThe company is assigned to the Compensation Scheme of Securities Trading Companies (EdW), 10865 Berlin, as required by German financial regulation.
• Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin)coreOthersRegulatory oversight authority. BKP holds BaFin authorization under § 15 WpIG for financial portfolio management, investment advisory, investment brokerage, and contract brokerage. Subject to BaFin supervision at Marie-Curie-Straße 24-28, 60439 Frankfurt and Graurheindorfer Straße 108, 53117 Bonn.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• GANÉ Aktiengesellschaft: Cologne-based German independent asset manager offering discretionary wealth management and the publicly-distributed GANÉ value fund family — directly comparable product mix (advisory + own fund vehicle) to BKP.
• Acatis Investment GmbH: Frankfurt-based German value-oriented independent asset manager running the ACATIS family of investment funds and discretionary mandates — close functional analogue to BKP's Classic-style multi-asset philosophy.
• Heemann Vermögensverwaltung GmbH: Owner-operated German independent wealth manager focused on HNW individuals and families — strongly comparable in scale, target clientele and bank-independent positioning.
• Huber, Reith & Partner Vermögensverwaltung: Munich-based owner-operated German independent wealth manager (Vermögensverwalter) serving HNW private clients and families — same bank-independent, fee-only profile as BKP at comparable boutique scale.
• Fiduka GmbH: Bonn-based independent German Vermögensverwalter founded in 1970 with HNW discretionary mandates and its own fund strategy — long-tenured independent of similar profile to BKP.
• ARAMEA Asset Management GmbH: Hamburg-based German independent asset manager combining institutional fixed-income mandates with retail-accessible mutual funds — comparable bank-independent independent-manager profile.
• Value Investment Management (VIM) GmbH: Frankfurt-based German independent fund and advisory boutique (Dr. Jens Ehrhardt group) with focus on value-style discretionary mandates — closely comparable craft-boutique independent profile.

Broad incumbents

• DJE Kapital AG: Pullach-based German independent asset manager with a multi-fund product range (DJE Dividende, DJE Zins & Dividende etc.) and HNW advisory — comparable independent fund-and-advisory model, though materially larger AUM than BKP.
• HQ Trust GmbH: Munich-based German independent multi-family office serving HNW/UHNW families — broader family-office service set than BKP but directly comparable independent, fee-only wealth management positioning.
• Flossbach von Storch SE: Cologne-based leading German independent wealth manager with flagship multi-asset funds (FvS Multiple Opportunities) — same bank-independent DNA as BKP but several multiples larger in AUM and product breadth.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/b%C3%BCttner-kolberg-und-partner-verm%C3%B6gensverwalter-gmbh

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Büttner, Kolberg und Partner - Vermögensverwalter - GmbH