Wealth Partners Tegernsee
ENDE
Introductory call
Lake Tegernsee with a sailing boat and mountain backdrop

Independent wealth management at Lake Tegernsee

Wealth needs clear decisions.

Independent. Personal. State-supervised.

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Why you are here

What wealth management really is

A portfolio is not a plan. A return is not a strategy. Wealth management begins where numbers alone no longer make the decisions — and someone has to take responsibility.

  1. 01

    We make decisions. Your mandate, our responsibility.

    You give us the authority to make decisions within a clearly agreed framework — and we carry the consequence of every single one of them.

  2. 02

    We think in structures, not in products.

    Diversification, liquidity and risk are always managed, never sold. Every position relates to your goals — not to a sales calendar.

  3. 03

    We are the counterpart many people lack.

    No hotline, no rotating advisers. A dedicated team that knows your wealth as well as you do — and that you'll still speak to years from now.

That is wealth management in its honest form: less buying of products, more handing over of responsibility.

Typical occasions

Why people approach us

The first contact often begins with a concrete question — and the wish for a clear counterpart.

  1. 01

    The portfolio has grown, but is no longer clearly structured.

    There are positions, history and value — but no clear line any more between security, return and overview.

  2. 02

    A sound strategy is missing.

    Between liquidity, capital-market opportunities and capital preservation, decisions are needed that fit your life — not a standard profile.

  3. 03

    An independent second opinion is needed.

    You want to understand how your portfolio is really positioned — and whether its structure, diversification and risk still make sense.

  4. 04

    A dedicated point of contact is needed.

    Not a hotline, not a product sale — but a clear counterpart who thinks along, explains and shares responsibility.

The people behind Wealth Partners Tegernsee

Two perspectives. One shared standard.

Wealth Partners Tegernsee combines capital-market expertise with entrepreneurial and personal closeness. Christoph Siebecke and Simon Petz support clients with different strengths but a shared understanding of responsibility, clarity and long-term partnership.

Christoph Siebecke

Co-Founder

Capital markets and portfolio management

Christoph Siebecke

Strategy · Research · Portfolio management

Christoph Siebecke stands for disciplined research, clear portfolio logic and many years of responsibility in asset management. His experience ranges from equity analysis and thematic portfolios to investment responsibility for more than one billion euros in client assets. For him, portfolio management is not a pose but reliable, diligent work built on repeatable decisions.

Managed
more than €1bn in institutional client assets
Experience
20+ years of asset management & research
Focus
equities, thematic portfolios, risk management
  • Diplom-Volkswirt (economist), CIIA, CEFA
  • Leadership experience in institutional asset management
  • Focus on research, structure and reproducibility
"For me, portfolio management is first and foremost diligent work. Only then is success not a coincidence but reproducible."
Christoph Siebecke
Simon Petz

Co-Founder

Strategy, relationships and an entrepreneurial perspective

Simon Petz

Client relationships · Strategy · Communication

Simon Petz combines financial-market experience with a strategic product and client perspective. He brings entrepreneurial thinking, a personal touch and a keen sense of how wealth must be thought about in clients' real lives. His view connects modern financial communication with a clear standard of relevance, clarity and personal guidance.

Connects
capital markets with entrepreneurial thinking
Experience
product, strategy & business development
Focus
client relationships, clarity, closeness
  • Business administration at WU Vienna
  • Experience in product development, business development and strategic advisory
  • Focus on relationships, clarity and contemporary wealth communication
"We see wealth as a key to more freedom, security and joy in life."
Simon Petz

What connects us

Capital markets and intuition. Numbers and people.

We joined forces because wealth management needs both — and because we believe in the same standard: that clients deserve a counterpart who can explain, must decide, and answers when called.

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What wealth management must deliver

What we take on for you

Good wealth management does not sell products. It creates structure, makes clear decisions within an agreed mandate, and keeps risk, liquidity and objectives in constant view.

  1. 01

    Strategy

    Together we define the right risk, goals and liquidity for your situation — and build your individual investment framework from there.

  2. 02

    Implementation

    We implement investment decisions within a clearly agreed mandate — acting not out of sales logic, but out of responsibility for your structure.

  3. 03

    Steering

    We continuously monitor your portfolio, the markets and weightings — and act wherever adjustment becomes necessary.

  4. 04

    Transparency

    You receive comprehensible reporting, clear communication and a point of contact who can explain every decision.

Our investment philosophy

Our approach

  1. 01

    Globally diversified

    Broad diversification is not a buzzword for us, but a central part of responsible portfolio management.

  2. 02

    Modular by design

    Portfolios must stay adaptable — to the market phase, life circumstances or goals — without losing their inner logic.

  3. 03

    Risk-conscious

    Not every risk is avoided, but every risk must be understood and consciously borne.

  4. 04

    Transparently communicated

    Decisions must be comprehensible — not only in their outcome, but in their reasoning. Only then does trust remain resilient.

Insights into how we think

How we think

  • State-supervised securities institution
  • Institutional asset management
  • Independent wealth management
  • Personal point of contact

Note: The content of this website is explicitly not investment advice. It serves general information purposes only. We accept no liability for any losses — and likewise do not share in any gains. Please always make investment decisions on the basis of individual advice.

Next step

Let us talk about your wealth

Whether you are seeking an independent second opinion, want to restructure your portfolio, or are looking for a reliable point of contact for your liquid wealth: the first step is a personal conversation.

Call +49 170 93 44055Write an email

Your enquiry is transmitted securely. Personal, discreet and without obligation.

Personal, discreet and without obligation.

+49 170 93 44055office@wp-tegernsee.de