FGTC Investment GmbH

What FGTC Investment GmbH does

FGTC Investment GmbH is a Munich-based, BaFin-licensed independent wealth management firm founded in 2011 (originally as Do Investment AG) that serves wealthy private individuals, mid-sized entrepreneurial families, foundations, and conservative institutions across the DACH region (Germany, Austria, Luxembourg). The firm originated from the Single Family Office of Silvius Dornier and in 2025 rebranded to FGTC ('for generations to come') concurrently with Viessmann Generation Group taking a shareholder stake. The company operates three core service lines: financial portfolio management, agricultural and forestry investments, and family office-style services for entrepreneurs.

The firm's product surface centers on Luxembourg-domiciled OGAW funds managed under a VP Fund Solutions umbrella structure, including the defensive multi-asset FGTC – Absolut Return funds (A-share and B-share with EUR 5M minimum), the growth-oriented global equity fund FGTC – Global Opportunities, and the white-label special situations fund FGTC – RM Special Situations Total Return. Combined public fund AUM is approximately EUR 153M. The firm holds full BaFin authorizations under WpIG for portfolio management, investment advisory, brokerage, and proprietary trading. Technically, FGTC is a low-tech, high-relationship business; it relies on vendor integrations (Clarity AI for ESG reporting, DocuSign for e-signatures, Infront for secure document exchange, Microsoft Teams for communication) rather than proprietary technology platforms.

FGTC's revenue model is fee-based, comprising recurring management fees on Luxembourg-domiciled funds (1.10%–1.30% ongoing costs) and on discretionary portfolio management mandates, plus transaction-related fees from investment intermediation and proprietary trading. Distribution is primarily direct, augmented by financial intermediaries in the DACH region. The customer base is exclusively high-net-worth and institutional; agricultural investment activities extend into Uruguay and Romania. The firm does not publicly disclose revenue, and headcount is 14 employees.

Name

FGTC Investment GmbH

Legal name

FGTC Investment GmbH

Website

https://fgtc-investment.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

FGTC Investment GmbH is a Munich-based, BaFin-licensed independent wealth manager serving wealthy private individuals, entrepreneurial families, foundations, and conservative institutions across the DACH region with financial portfolio management, agricultural investments, and Luxembourg-domiciled OGAW funds.

Ownership category

akta.pro rank

Headquarters

HQ city

Munich

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Financial Portfolio Management Fees: The firm charges fees for discretionary financial portfolio management services under BaFin authorization (Sec. 2 Para. 2 No. 9 WpIG).
2. Investment Advisory Fees: Revenue generated from investment advisory services authorized under Sec. 2 Para. 2 No. 4 WpIG.
3. Investment Intermediation and Placement Fees: Fees from investment intermediation (Sec. 2 Para. 2 No. 3 WpIG) and order execution (Sec. 2 Para. 2 No. 5 WpIG), plus proprietary trading under Sec. 15 Para. 3 WpIG.
4. Public Fund Management: Management of public funds including FGTC – Absolut Return, FGTC – Global Opportunities, and third-country deposit intermediation. Funds are domiciled in Luxembourg with VP Fund Solutions as management company.
5. White-Label Fund Management: Creation and management of white-label multi-asset funds such as FGTC – RM Special Situations Total Return, working with investment advisors like RM Rheiner Fondskonzept GmbH.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

FGTC Investment GmbH is a bank-independent wealth management firm offering financial portfolio management, investment advisory, and family office-style services to wealthy private individuals, entrepreneurial families, foundations, and conservative institutions in the D/A/CH region. The firm manages public and white-label multi-asset funds (OGAW) domiciled in Luxembourg and provides specialized agricultural and forestry investment opportunities alongside traditional capital market products.

Product overview

FGTC Investment GmbH is a bank-independent wealth management firm that originated from the Single Family Office of Silvius Dornier. The company offers a unified service platform combining financial portfolio management, agricultural investments, and family office-style services. The product portfolio includes three public funds (FGTC – Absolut Return A, FGTC – Absolut Return B, and FGTC – Global Opportunities) and one white-label fund (FGTC – RM Special Situations Total Return), all managed under an umbrella fund structure domiciled in Luxembourg. The funds serve different risk profiles: Absolut Return funds are defensive multi-asset products targeting absolute returns, while Global Opportunities is a growth-oriented equity fund, and RM Special Situations focuses on special situation opportunities.

Differentiator

Problem solved

Functional benefit

Products and services

• Finanzportfolioverwaltung (Financial Portfolio Management) Bank-independent asset management and wealth structuring services authorized under BaFin § 2 Abs. 2 Nr. 9 WpIG for wealthy private individuals, family businesses, foundations, and conservative institutions, focusing on capital market investments and agricultural investments.
• Agrarinvestments (Agricultural and Forestry Investments) Investment services focusing on agricultural and forestry investments, including farmland investments in Uruguay and Romania, for clients seeking diversification through real assets.
• Family Office-nahe Dienstleistungen (Family Office Services) Family office-style services providing comprehensive wealth management for entrepreneurial families, comparable to single family office offerings.
• FGTC – Absolut Return A Multi-asset defensive fund targeting long-term absolute positive returns independent of market development, investing in government bonds, covered bonds, corporate bonds of all credit ratings, and approximately 15% equities. Domiciled in Luxembourg as OGAW fund.
• FGTC – Absolut Return B Multi-asset defensive fund with the same strategy as Absolut Return A but available in larger minimum investment format (EUR 5 million minimum). 1.10% p.a. ongoing costs. Domiciled in Luxembourg as OGAW fund.
• FGTC – Global Opportunities Multi-asset growth-oriented fund following an active management approach, investing a minimum of 51% of its value in equities globally for attractive value appreciation. 1.30% p.a. ongoing costs with subscription charges up to 5.00%. Domiciled in Luxembourg as OGAW fund.
• FGTC – RM Special Situations Total Return Multi-asset growth-oriented white-label fund focusing on companies in special and exceptional situations such as major shareholder changes, takeover situations, and business model changes. 1.20% p.a. ongoing costs plus 4.00% performance fee with High Watermark.

Quantifiable outcome

• FGTC – Global Opportunities achieved 16.27% return over 1 year and 10.22% in 2025
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Three partnerships are on record, tiered core.

• VP Fund Solutions (Luxembourg) S.A.coreTechnology or IntegrationVP Fund Solutions serves as the management company (Verwaltungsgesellschaft) for FGTC's Luxembourg-domiciled OGAW umbrella fund structure, providing fund administration, compliance, and regulatory services.
• VP Bank (Luxembourg) S.A.coreTechnology or IntegrationVP Bank serves as the custodian bank (Verwahrstelle) for the Luxembourg fund structures, providing safekeeping of assets and regulatory oversight.
• RM Rheiner Fondskonzept GmbHcoreStrategic or Co-development PartnerRM Rheiner Fondskonzept serves as the investment advisor (Anlageberater) and initiator for the FGTC – RM Special Situations Total Return fund, which focuses on special situations and corporate restructuring investments. The fund was originally established in 2010 and merged into FGTC's umbrella structure in 2013.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Quintet Private Bank (formerly Merck Finck): European private banking group with significant German operations (formerly Merck Finck Privatbankiers). Comparable HNW wealth management services and family-office orientation in the DACH market.
• Donner & Reuschel: Independent Hamburg private bank serving HNW individuals, families, and foundations. Directly comparable independent positioning, multi-asset capabilities, and target customer segments within DACH.
• DJE Kapital AG: Independent German asset manager (Pullach) with a multi-asset fund range and wealth management services. Directly comparable independent, family-controlled governance and similar DACH retail/HNW target market.
• Hauck & Aufhäuser: Independent German private bank offering wealth management, asset management, and fund services to HNW clients. Competes in the same independent-wealth-management niche within the DACH market and operates a comparable multi-asset fund platform.
• Flossbach von Storch: Independent German wealth manager (Cologne) offering multi-asset funds and wealth management to HNW and institutional clients. Closest direct peer in terms of bank-independent positioning, multi-asset fund range, and DACH HNW target market, though materially larger in AUM.
• Berenberg: One of Germany's oldest private banks (Hamburg), with a strong wealth and asset management franchise serving HNW and institutional clients. Comparable independent positioning and broad multi-asset fund offerings in DACH.
• Bethmann Bank: German private bank (ABN AMRO subsidiary) focused on wealth management for HNW individuals, families, and foundations. Similar target segment and multi-asset/fund offerings as FGTC, with overlap in family-office-style service.

Broad incumbents

• Union Investment: German asset management cooperative with broad multi-asset fund offerings distributed via Volksbanken/Raiffeisenbanken. Represents the broader DACH incumbent competitive set, especially in retail-adjacent HNW distribution.
• DWS Group: One of Europe's largest asset managers with broad multi-asset and single-asset fund ranges distributed globally. Represents the broad incumbent competitive context in DACH; not directly comparable in niche or independence.

Others

• VP Bank: Liechtenstein-headquartered private bank that serves as FGTC's custodian (VP Bank Luxembourg) for the OGAW funds. A key infrastructure partner rather than direct competitor, but operates in adjacent wealth management space.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/fgtc-investment

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 FGTC Investment GmbH