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Wealth Management
When providing counselling to clients on assets, this is in the form of a long-standing
asset and planning strategy. One of the fundamental roles is to measure existing assets
and structures, to analyse them and to present a decision plan tailored to the individual
client.

In terms of traditional banking business such as bonds, investment fonds traded on the
stock exchange, shares, etc. in the asset management sector, we work together with the
main bank of each client and with banks selected by us on a cost and yield comparision
basis.

Contact person
Elfriede Dorn

Tel.: +49 911 5987-468
E-Mail: e.dorn@munkert.de

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