Belvoir Capital acquires stake in WMD Capital, the leading online asset management portal in Germany

Dear Ladies and Gentlemen

We are delighted to inform you that Belvoir Capital AG recently acquired a stake as an anchor investor in the Munich-based Fintech Company WMD Capital GmbH. WMD Capital is Germany’s leading and fastest growing online portal that specializes in the selection of asset managers. With this investment, Belvoir Capital AG is rigorously pursuing the path of shaping digitalization in the asset management industry thus opening up new client segments that attach particular importance to modern and efficient asset management.

Steffen Bauke (founding partner and CEO, Belvoir Capital AG): “The financial world is undergoing breathtaking changes as well. We see this transformation as an opportunity to develop new solutions for our clients. Our aim is to be abreast of the times and to continuously work on an optimal and needs-based offer for our clients. With our investment in WMD Capital GmbH, we aim to be on the forefront of this step into the digital world. We see the portal as a tremendous opportunity to reach many new clients who have hitherto been poorly and insufficiently serviced or who have not yet dared to approach the subject of asset management.

WMD Capital GmbH was founded in 2016 by Dr. Andreas Hauenstein, Jürgen Gerleit and Norbert Schauermann. WMD Capital provides an independent digital solution for private asset management through which investors have access to the most renowned asset managers. Their investment strategies can be benchmarked using simple key figures and directly invested in – without hidden costs and at attractive conditions, which are usually reserved for large investors. Through the personal WMD financial cockpit for desktop, tablet and smartphone, investors can keep an eye on their investments anywhere, anytime and in constant comparison with the market.

Belvoir Capital AG is a Multi-Family Office from Zurich that focuses on advising and supporting wealthy private individuals and entrepreneurial families. In addition to individual asset management solutions, Belvoir Capital AG also provides comprehensive family office services and invests in companies outside the stock exchange. Belvoir Capital AG is subject to regulation by the Swiss Financial Market Supervisory Authority (FINMA) and is a member of the Swiss Association of Asset Managers (SAAM).

Contact for further information and questions:

Steffen Bauke
Belvoir Capital AG
Beethovenstrasse 9
CH-8002 Zurich

Phone +41 44 206 30 43
bauke@belvoircapital.com

Back to News