Biographies

The people behind
Wealth Partners Tegernsee

Get to know us through our biographies. Learn more about the people behind Wealth Partners Tegernsee — their experience, expertise and personal journeys.

Christoph Siebecke

Co-Founder

Capital markets and portfolio management

Christoph Siebecke

Research, structure and reproducibility — for more than two decades.

Advisory focus and areas of activity

Since 2023, Christoph Siebecke has worked as a manager and senior consultant. His advisory focus lies in asset management — in particular individual wealth management and managed accounts — as well as securities advice for private clients. Alongside securities regulation, he engages intensively with macroeconomic analysis and the treasury business.

He continues to hold mandates with universal and specialist banks for the securities business in Germany. In addition, he advises multi- and single-family offices within the framework of holistic asset management. Beyond his advisory work, he is also active as a keynote speaker at client conferences and internal bank events.

Career path and development

His career began with an apprenticeship as a bank clerk at OLB Oldenburgische Landesbank AG. After studying economics, he specialised in securities support and, over the following five years, gained extensive experience as an equity product manager and equity analyst.

Even during this phase he developed thematic portfolios and was responsible for equity selection within OLB's wealth management. He additionally earned two postgraduate diplomas from the DVFA, qualifying as a CIIA (Certified International Investment Analyst) and CEFA (Certified European Financial Analyst).

Leadership responsibility and milestones

In 2014, as Head of Portfolio Management, Christoph Siebecke led the migration of the mandate business of Bankhaus Fortmann & Söhne and the integration of its employees into Oldenburgische Landesbank AG. Two years later he built the Asset Management group of nine staff and took on investment responsibility for more than one billion euros in client assets across bespoke investment concepts for large and retail clients.

From 2020 he led a team of 18 as Head of Asset Management for private clients. In his last role as Head of Business Area Save & Invest and Group Head of Capital Market Analysis, he assumed technical responsibility for the securities business across the bank's own and cooperation sales channels. He also accompanied the strategic build-up of the bank's platform business to attract deposits for refinancing — including contract management with platform partners such as Raisin and Check24.

Personal life and interests

Born in Oldenburg, he is married and a father of two sons. Besides financial markets and research, which for him are not only a profession but a passion, he is particularly interested in the energy sector and cooking. He is also a keen runner and skier.

"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

Capital-market understanding, entrepreneurial thinking and a personal touch.

Current role and focus

Since 2025, Simon Petz has been Co-Founder and Relationship Manager at Wealth Partners Tegernsee GmbH. His focus is on building and maintaining long-term client relationships, developing strategic marketing initiatives and providing comprehensive advice and support to private clients. Drawing on many years of experience in the financial industry, he guides clients through the challenges of wealth management and offers tailored solutions.

Entrepreneurial work and advisory expertise

In 2022 he founded Wallberg Advisory GmbH — a specialised consultancy that supports banks and fintechs in developing and implementing complex financial products. His focus lies in particular on project, process and product management, the implementation of regulatory requirements and the market launch of lending and deposit products.

Leadership role in banking

Before his entrepreneurial work he served as Head of Business Area Daily Banking at Oldenburgische Landesbank AG. In this role, as an authorised signatory (Prokurist), he was responsible for the strategic development of payments, accounts & cards as well as online and mobile banking.

He led an agile team in digital banking and played a key part in pricing and product development for the bank's own and cooperation sales channels. During his time at OLB he also developed new account models and card products and implemented innovative migration and product strategies.

Early career and experience

His professional career began after studying business administration at WU Vienna. Over the course of his career he gained extensive experience in the financial industry — from product development and business development through to strategic advisory.

Personal life and interests

Simon Petz is an expert in digital innovation, financial markets and strategic financial products.

Born in Austria, he is a passionate runner and skier. He enjoys travelling and has a strong affinity for fine cuisine and innovative technologies.

"We see wealth as a key to more freedom, security and joy in life."
Simon Petz

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.

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