Mkp Invest Gesellschaft Mbh

Name

Mkp Invest Gesellschaft Mbh

Legal name

MKP Invest Gesellschaft mbH

Website

https://mkpinvest.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

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 Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Wealth management services
• Investment advisory
• Portfolio management
• Asset management
• Private banking advisory

Headquarters

HQ city

Vienna

HQ country

Austria

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, Others

Revenue model

1. Asset Management and Advisory Fees: MKP Invest generates revenue through wealth management services and investment advisory for private and institutional clients. The company manages investment funds advised by LLB Invest Kapitalanlagegesellschaft mbH and provides portfolio management and investment consulting services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

MKP Invest Gesellschaft mbH is a bank-independent Austrian investment company providing individualized wealth management (Vermögensverwaltung) and investment advisory (Anlageberatung) services to private and institutional investors. The firm manages assets through a holistic approach with active risk management and loss limitation strategies, and advises investment funds administered by LLB Invest Kapitalanlagegesellschaft mbH.

Product overview

MKP Invest Gesellschaft mbH is a bank-independent Austrian investment company offering a holistic wealth management approach. The company provides individual wealth management and investment advisory services for private and institutional investors. Their core offering includes actively managed investment funds such as the Active Equity Select, which won the Österreichischer Fondspreis 2026 for outstanding 5-year performance. The company also provides regular market updates (MKP Marktupdate) and hosts expert forum events (Expertenforum MKP Invest) covering topics like defense investments, financial markets, and sustainable investing. They operate under FMA regulation as a securities firm (Wertpapierfirma) per WAG 2018.

Differentiator

Problem solved

Functional benefit

Products and services

• Vermögensverwaltung (Wealth Management) Individual, bank-independent wealth management service for private and institutional investors, managing client assets with a holistic approach, active risk management, and loss limitation strategies.
• Anlageberatung (Investment Advisory) Investment advisory service provided under EU Regulation 2019/2088, offering guidance on portfolio management and investment decisions for private and institutional clients.
• Active Equity Select Actively managed equity fund advised by MKP Invest and administered by LLB Invest Kapitalanlagegesellschaft mbH, recognized with the Österreichischer Fondspreis 2026 for outstanding 5-year performance.
• Ethisches/Nachhaltiges Investmentkonzept (Ethical/Sustainable Investment Concept) Ethical and sustainable investment concept developed by the Portfolio Management Team, integrating sustainability risks and factors into the investment process while targeting financial performance.
• Investmentfonds-Beratung (Investment Fund Advisory) Advisory services for investment funds managed by LLB Invest Kapitalanlagegesellschaft mbH, including implementation of the shareholder rights policy in accordance with the European Shareholder Rights Directive.

Quantifiable outcome

• Österreichischer Fondspreis 2026 for outstanding management over a 5-year period

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

Partnerships

One partnership is on record.

• LLB Invest Kapitalanlagegesellschaft mbHcoreStrategic or Co-development PartnerLLB Invest KAG serves as the fund manager (Kapitalanlagegesellschaft) for investment funds advised by MKP Invest. The company manages investment funds in partnership with LLB Invest, with LLB Invest handling fund administration, compliance, and shareholder rights policies. This partnership is central to MKP Invest's institutional investment management capabilities.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Schoellerbank: Austrian private bank offering discretionary portfolio management and investment advisory to HNW individuals and foundations; directly comparable as a domestic wealth manager competing for the same Austrian Privatstiftung and HNW clients as MKP Invest.
• Bankhaus Spängler: Independently owned Austrian private bank specializing in wealth and asset management for private clients, foundations, and family offices in Austria; competes head-to-head with MKP Invest in the bank-independent HNW segment.
• C-Quadrat Investment AG: Austrian asset manager offering actively managed investment funds and advisory mandates, with award-winning fund performance; comparable as a Vienna-based mid-market investment firm with mutual fund products competing in similar channels.
• Wiener Privatbank SE: Austrian private bank providing portfolio management, investment advisory, and asset management services to private and institutional clients; operates in the same Vienna market with comparable service scope to MKP Invest.

Broad incumbents

• Pictet Group: Swiss private bank and asset manager offering discretionary wealth management, investment advisory, and specialized fund solutions to private and institutional clients; comparable service breadth but at materially greater scale and international reach than MKP Invest.
• Erste Group Private Banking: Private banking division of Austria's largest banking group, offering wealth management across HNW, foundations, and institutional clients; broader incumbent that MKP Invest differentiates against via its bank-independent positioning.
• Berenberg Bank: German private bank with a strong wealth and asset management franchise serving HNW individuals, foundations, and institutional clients; comparable service mix but broader geographic footprint and incumbency in DACH wealth management.
• Raiffeisen Bank International Private Banking: Private banking arm of the Raiffeisen banking group in Austria and CEE; large incumbent offering wealth management to HNW and foundation clients with broader geographic reach than MKP Invest.

Others

• LLB Invest Kapitalanlagegesellschaft mbH: Liechtenstein-based fund management company (KAG) that serves as the regulated fund administrator and infrastructure partner for MKP Invest's advised funds; comparable as an Austrian-licensed investment fund operator but functions as an infrastructure/partner rather than direct competitor.

Regional players

• LGT Bank (Austria): Liechtenstein-headquartered private banking and wealth management group with Austrian presence; comparable in offering HNW-focused discretionary portfolio management but with materially larger international scale than MKP Invest.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks8 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@mkpinvestgesellschaftmbh5770
• LinkedInlinkedin.com/company/mkpinvest

Compliance4 records

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 Mkp Invest Gesellschaft Mbh