Wagner & Florack Vermogensverwaltung Ag

What Wagner & Florack Vermogensverwaltung Ag does

Wagner & Florack Vermögensverwaltung AG is a privately held, owner-managed, bank-independent wealth management firm founded in 2003 by Dominikus Wagner and Christian Florack in Bonn, Germany. The firm provides discretionary portfolio management and investment advisory services to three core client segments: wealthy private individuals, non-profit/charitable institutions, and institutional investors. It also manages two proprietary investment funds — the Wagner & Florack Unternehmerfonds AMI and the Wagner & Florack Unternehmerfonds flex — in which the firm co-invests its own capital alongside investors under an entrepreneurial long-term mandate focused on quality world-class companies.

The company operates from two locations (Bonn headquarters and a Cologne office) with an approximately 10-person team, delivering services through dedicated relationship managers and individualized portfolio construction rather than a proprietary technology platform. It is licensed by BaFin as a Wertpapierinstitut (registration 124378) under the German Securities Institutions Act (WpIG), covering financial portfolio management, investment advisory, and investment brokerage, and is a member of the Verband unabhängiger Vermögensverwalter (VuV). The firm's investment philosophy emphasizes fundamental analysis, quality-focused long-term holdings, and transparency on costs and decisions.

Revenue is generated through recurring management fees on assets under management (discretionary mandates and the two funds) plus investment advisory fees, with pricing not publicly disclosed and structured as customized quote-based arrangements. Distribution is conducted entirely through direct advisory relationships at the Bonn and Cologne offices, supported by quarterly Investorenbrief publications and the firm's SEO-oriented website. There is no disclosed external ownership, parent company, or venture/private equity investment.

Name

Wagner & Florack Vermogensverwaltung Ag

Legal name

Wagner & Florack Vermögensverwaltung AG

Website

https://wagner-florack.de

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Wagner & Florack is an owner-managed, bank-independent German wealth management firm founded in 2003, offering discretionary portfolio management and two proprietary investment funds to wealthy private individuals, non-profit institutions, and institutional investors from offices in Bonn and Cologne.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Wealth management services
• Asset management services
• Discretionary portfolio management
• Investment fund management
• Independent financial advisory

Headquarters

HQ city

Bonn

HQ country

Germany

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Portfolio Management: The company provides comprehensive financial portfolio management services to wealthy private individuals, institutional investors, and non-profit institutions. Revenue is derived from fees for managing client assets under management.
2. Investment Advisory: The company is authorized by BaFin to provide investment advisory services. Advisory fees contribute to revenue generation alongside portfolio management.
3. Unternehmerfonds Fund Management: The company manages two investment funds - Wagner & Florack Unternehmerfonds (I) and Wagner & Florack Unternehmerfonds flex (C) - for investors seeking entrepreneurial long-term investment approaches. Management fees from these funds contribute to revenue.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Wagner & Florack Vermögensverwaltung AG provides discretionary financial portfolio management and investment advisory services to wealthy private individuals, non-profit institutions, and institutional investors in Germany. The firm manages two proprietary investment funds—the Wagner & Florack Unternehmerfonds AMI and the Wagner & Florack Unternehmerfonds flex (C)—through which it invests alongside clients in world-class companies with strong cash flow and long-term growth. Services are delivered through dedicated personal advisors at offices in Bonn and Cologne under a BaFin-licensed framework.

Product overview

Wagner & Florack Vermögensverwaltung AG is an owner-managed, bank-independent wealth management company offering three core service lines: individual wealth management for affluent private investors, institutional investor services, and two proprietary investment funds (Wagner & Florack Unternehmerfonds AMI and Wagner & Florack Unternehmerfonds flex). The company operates at two locations in Bonn and Köln, Germany, and was founded in 2003 by Dominikus Wagner and Christian Florack.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Wealth Management for Private Investors Customized portfolio development for wealthy private investors based on individual goals and needs. Wagner & Florack emphasizes long-term partnerships with personal, continuous client support through a dedicated contact person. The service targets affluent individuals seeking individualized strategies over standardized solutions.
• Institutional Investor Services Customized investment strategies for institutional investors, addressing individual restrictions and legal requirements for asset management, as well as defined return targets for managing larger wealth portfolios. The service helps institutional clients navigate challenging capital market environments and complex regulatory constraints.
• Wagner & Florack Unternehmerfonds AMI An investment fund in which Wagner & Florack invests its own capital alongside investor capital with an entrepreneurial and long-term perspective. The fund focuses on world-class companies with reliable performance and strong growth, positioning the firm as long-term co-owners of portfolio companies.
• Wagner & Florack Unternehmerfonds flex (C) A flexible investment fund variant offered by Wagner & Florack, investing in cash flow-strong, steadily growing companies with an entrepreneurial mindset and long-term orientation. Targets investors seeking long-term entrepreneurial investment exposure.

Quantifiable outcome

• Fund performance: -6.36% (2025, Unternehmerfonds I) and -0.43% (2025, Unternehmerfonds flex) - below stated targets but attributed to market conditions rather than structural problems

Named customers3 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

Integration2 records

Partnerships

One partnership is on record.

• UnternehmerfondscoreOthersWagner & Florack is the manager and initiator of the Unternehmerfonds investment funds. The funds represent the company's core investment product offering entrepreneurial long-term investment in world-class companies for investors. This is not a partnership but rather the company's own product line.

Scale indicators4 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Bankhaus Metzler: Frankfurt-based family-owned, fully independent German private bank with a multi-decade wealth management and asset management franchise serving HNW private clients and institutions; directly comparable owner-managed, independent profile.
• Flossbach von Storch: Independent, owner-managed German wealth manager headquartered in Cologne running multiple mutual funds and discretionary mandates for private and institutional clients — closely mirrors Wagner & Florack's bank-independent, quality-focused model and product mix.
• Quirin Privatbank AG: Independent German private bank with a fee-based advisory and digital investing offering for HNW clients; comparable as a smaller-scale independent wealth manager competing in the same German advisory market as Wagner & Florack.
• GANÉ Aktiengesellschaft: Boutique-style independent German Vermögensverwalter with a BaFin-regulated mutual fund range (GANÉ Value Chefs, GANÉ Global Value) serving HNW and institutional investors with a quality-compounder investment philosophy comparable to Wagner & Florack's.
• DJE Kapital AG: Independent German asset manager founded by Dr. Jens Ehrhardt operating equity, balanced, and fixed-income funds for retail and institutional clients; directly comparable as an owner-led German mutual fund and advisory firm.
• Donner & Reuschel: Hamburg-based independent German private bank focused on wealth management and asset management for HNW private clients and foundations, with comparable fee-based advisory and boutique mutual fund offering.

Broad incumbents

• Bethmann Bank: Deutsche Bank subsidiary focused exclusively on wealth management for private clients, foundations, and institutional investors in Germany — overlap with Wagner & Florack's HNW and non-profit mandate base, but as part of a much larger group.
• Hauck & Aufhäuser Lampe Privatbank: Germany-domiciled private bank formed through the merger of Hauck Aufhäuser Lampe, with wealth and asset management arms serving private and institutional clients — comparable client base in HNW and foundations, broader incumbent scale.
• Union Investment: One of Germany's largest asset managers running an extensive open-end fund range for retail and institutional investors; comparable product line to the Unternehmerfonds but at materially larger scale and a much broader distribution footprint.
• Berenberg Wealth & Asset Management: Hamburg-based, Germany-leading private bank with a sizeable wealth management and asset management franchise covering HNW individuals, foundations, and institutional investors; broader incumbent operating in the same German HNW advisory segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 Wagner & Florack Vermogensverwaltung Ag