Asset Management - Individual and Professional

  • symbolEasy and professional asset management starting with € 30,000
  • symbolLicensed by BaFin (German Federal Financial Supervisory Authority)
  • symbolHighest safety standards and advanced technology
  • symbolPortfolio rebalancing and risk adjustment
  • symbolDirect investment opportunities
  • symbolMore than 30 years of capital market experience

We invest in the people that run the companies. We are passionate about strong business models with future-oriented sustainable concepts that are likely to change everyday life and improve the living conditions. We invest in the future.

CM-Equity - well-known from …

logo-medien-euro-am-sonntag.png
logo-medien-focus-money.png
logo-medien-handelsblatt.png
logo-medien-n-tv.png

Investment Strategies

CME SELECT: Conservative

CME Select:

Advanced

For experienced and risk-conscious investors

  • Moderate proportion of equities
  • Government and corporate bonds
  • Focus on future-oriented industries

Target return*:

14%

Minimum investment
€ 30.000

CME SELECT: Conservative

CME Select:

Professional

For professional and institutional investors

  • High proportion of equities
  • Individual solutions
  • Access to private placements, pre-IPOs and IPOs

Target return*:

20%

Minimum investment
€ 100.000

Asset Management. Easy. Personalised.

vermoegensverwaltung-icon-1.png

Strategy

We develop a suitable investment strategy taking your individual risk profile into account.

vermoegensverwaltung-icon-2.png

Account Opening

We open your account. You can make your deposit - simply by bank transfer.

vermoegensverwaltung-icon-3.png

Asset Management

We take care of everything: asset allocation, permanent portfolio monitoring and risk management.

Member of the German Association of Independent Asset Managers

VuV

Affiliated to the Professional Indemnity Institution of Securities Trading Companies

edw

V-Bank
The banking partner for asset managers

VBank

Licensed and regulated by the Federal Financial Supervisory Authority of Germany (Bafin)

Our Promise for Security

We are strongly committed to a careful risk management.

Safety

  • We are a licensed Asset Management Company with registered office and deposit bank located in Germany
  • Regulated by the Federal Financial Supervisory Authority of Germany (Bafin)
  • Member of the German Association of Independent Asset Managers (VuV)
  • Deposit guarantee

Transparency

  • No hidden costs
  • Monthly reporting
  • Permanent access to the account and real-time data
  • Mobile App
  • Communication by our Portfolio Managers
Fotolia_108524930_M-2.png

Personal Assistance

CM-Equity AG is a globally active and a provider of financial services, specialized in Asset Management and Corporate Finance.

The company was founded in 2002. We employ professional portfolio managers, capital markets experts and asset managers with experience in the stock markets for more than thirty years. We offer private investors the opportunity to invest their money as we invest our own money.

Our company is licensed and regulated by the Federal Financial Supervisory Authority of Germany (Bafin). We work with state-of-the art technology, highest safety standards, and focus on risk management.

Michael Kott More

Michael
Kott
Founder & CEO

  • Strategy
  • Direct Investment
Jens Brunke More

Jens
Brunke
Managing Director

  • Compliance
  • Fund Management
Rainer Günther More

Rainer
Günter
Managing Director

  • Portfolio Management
  • Risk Management
Teresa Pirkl More

Teresa
Pirkl
Portfolio Manager

  • Portfolio Management
  • Risk Management

Costs

1,06%

Management
and custody fees

(per year)

+

10%

of absolute
performance

(after transaction costs
and only at new highs)

0
Years of experience in the stock market
0
New clients since 2016
0
Placements
0
Investment conferences

Free Consulting

You are welcome to give us a call or arrange a free introductory meeting at our offices near "Marienplatz" in the heart of Munich. We offer you the opportunity to familiarise yourself with the work of our Portfolio Managers. Our staff will be delighted to provide you with comprehensive information. Please click here, if you wish to receive information material.

fotolia_124374051_s_6.jpg
rainer_dsc_0709.jpg

Why is our Asset Management special …

Contrarily to other asset management companies, we do not strive to outperform specific benchmarks (for example: stock market indices). There are more investment classes than only stocks, bonds, real estate, commodities, their prices develop independently from of each other.

We are not satisfied when we outperform a benchmark. We prefer to achieve non-correlated and sustainable yields for our customers regardless of market conditions.

The so-called "Robo-Advisers" invest on the basis of past figures. Our approach is not to investment blank figures that come from the past. We pro-activly adapt and rearrange our portfolios, instead of doing it when it is too late. We act instead of react.

We invest in the people that run the company. We are passionate about outstanding business models and future-oriented approaches, which are able to change everyday life and improve the living conditions. We invest in the future.

Many people forgot that a owning stock is actually a share of the business. For us there is nothing more exciting than to be involved in future developments that will change our lives.

Current Developments

In May, the gold prices climbed for the fifth consecutive month and reached a level well above the important level 1,250 US $/oz. By the end of the month the gold prices could test again the long

...

AnlegerPlus Article about the CME Gold & Silver Equity Fund written by Jens Brunke

Mr Jens Brunke wrote an article, published in the “AnlegerPlus” investment journal, about the “CME Gold & Silver Equity Fund”, which was launched in September 2015.

These days, “Electro-mobility” is a much and widely discussed topic – of course  it also influences the finance market, For the first time Tesla  has reached a higher market capitalisation than

...

Safe and Hassle-Free Investment

When entering your email address below, you are deemed to agree to receive the newsletter published by: CM-Equity AG, Kaufingerstraße 20, 80331 München (Germany). The newsletter provides information about investment and financial topics, trends on finance markets and useful information about the CM-Equity Asset Management Company. At any time you can unsubscribe from the newsletter by using the link embedded in the newsletter or sending a message to the address newsletter@cm-equity.de or a letter to the CM-Equity AG offices. For the final registration of your email address, we will send you an email containing a confirmation link.