The Lerbach Round Table

Since 2010, the Lerbach Round Table - managing directors of asset management companies, private bankers and family officers - has met once a year to provide wealthy investors with inspiration and orientation with regard to next year's investments. In the meantime, the discussion round has become firmly established. Its results are an essential part of the reporting in the June issue of private wealth. However, the world of capital markets is now turning ever faster.

In order to make it possible to use the competence of the professionals at any time, private wealth and its partner Robeco have created the prerequisites for an online survey of the Lerbach round. These surveys in the currently 38-member expert panel (participants on the right) do not take place on a regular basis, but are conducted on a case-by-case basis. The aim is to seek expert advice only when questions arise that offer wealthy investors real added value.

Andreas Rhein

Andreas Rhein

Andreas Rhein

Andreas Rhein

Andreas Rhein has been a member of the board of the multi-family office FOCAM AG since 2004. The business economist and graduate in business administration dealt with the most important questions of wealthy clients at an early stage. In his first professional position - in 1986 - he worked in portfolio management, then worked in the area of asset structure consulting for large private assets and, since 1992, has been responsible for an investment portfolio of 10 German medium-sized companies at the then listed investment company AGAB AG. Following positions at the English private bank Schroders of Deutsche Family Office GmbH, he has now been making his know-how available to FOCAM's clients for 13 years.

Stefan Freytag

Stefan Freytag

Stefan Freytag

Stefan Freytag

Stefan Freytag has been active on the capital market since 1985. The most important stations of the business economist were Bayerische Rückversicherung AG, Swiss Life Deutschland and Wilhelm von Finck AG, where he was a member of the Board of Management. He later held this position at Wilhelm von Finck Deutsche Family Office AG and has been with Deutsche Oppenheim Family Office AG since 2013.
Freytag's special area of responsibility is asset management and investment consulting.

Michael Gollits

Michael Gollits

Michael Gollits

Michael Gollits

Michael Gollits started his career at F&C Management Ltd in London. From 1996 to 2013, he worked for German private banks, where his responsibilities included managing all areas of wealth management. Today he is a member of the board of the independent asset manager of Heydt & Co. AG with headquarters in Frankfurt. Gollit focuses on individual asset management and fund portfolio management.

Thomas Buckard

Thomas Buckard

Thomas Buckard

Thomas Buckard

Thomas Buckard discovered the exciting complexity of the financial markets during his training at Deutsche Bank AG. Therefore, after two years of "basic work" in a bank branch, he completed additional training as a securities advisor. Thomas Buckard has been a founding member and shareholder of MPF AG since 2000. Within the Management Board, he is now responsible for customer acquisition and support. In April 2014, the members of the German Association of Independent Asset Managers (Verband der unabhängigen Vermögensverwalter Deutschland e. V. - VuV) elected a new member. (VuV) Thomas Buckard to their Board of Directors.

Dr. Thomas Neukirch

Dr. Thomas Neukirch

Dr. Thomas Neukirch

Dr. Thomas Neukirch

Dr. Thomas Neukirch is Head of Strategic Asset Planning and Senior Account Manager at HQ Trust. He is responsible for long-term forecasts, provides comprehensive services to institutional clients and advises private clients on their long-term asset management.
Before joining HQ Trust in 2008, Dr. Neukirch worked at Harald Quandt Holding for four years. In various positions he was responsible for allocation models, hedge fund selection and portfolio management.
Dr. Neukirch holds a diploma in mathematics and a doctorate in economics.

Michael Huber

Michael Huber

Michael Huber

Michael Huber

Michael Huber has held various positions at VZ VermögensZentrum (Zurich, Munich, Frankfurt) since 1998. He is currently a member of the Executive Board and Chairman of the Investment Committee of VZ VermögensZentrum GmbH. In addition, Huber is a partner of VZ Holding AG (Switzerland). The Diplom-Betriebswirt (BA), CFP, CFA has published a textbook on capital investment with ETFs and - together with his colleague Tom Friess - the "Finanzcoach für den Ruhestand".

Dr. Wolfgang Kuhn

Dr. Wolfgang Kuhn

Dr. Wolfgang Kuhn

Dr. Wolfgang Kuhn

Dr. Wolfgang Kuhn has been Chairman of the Board of Managing Directors of SÜDWESTBANK AG since 1 June 2008. In this medium-sized private bank, he is responsible for the Private Banking division as well as for Asset Management, Trading/Treasury and Institutional Sales. Born in Biberach, Germany, he is a banking expert through and through. The business economist, insurance scientist and honorary professor at the Institute for Trade and Banking at the University of Leipzig, first worked as an assistant to the board of Stuttgarter Bank AG and later as spokesman on the board of Bankhaus Bauer AG. Today, he is also involved in numerous mandates in private and public institutions and works on an honorary basis.

Marc R. Hocks

Marc R. Hocks

Marc R. Hocks

Marc R. Hocks

Marc R. Hocks began his career in investment consulting at Deutsche Bank AG. In 1999 he joined the Sal. Oppenheim Bank, where he was responsible for advising wealthy private clients and, from 2004, as Senior Relationship Manager, advised high-net-worth families and foundations on all issues relating to total assets and all asset classes. In 2010, Hocks took over as Managing Director of the Single Family Office of the Unger family in Weiden. Together with the Unger family and colleagues, he founded today's Tresono Family Office AG in the second half of 2010, as the services of the family office were also to be offered to other clients.

Ralf Mielke

Ralf Mielke

Ralf Mielke

Ralf Mielke

Ralf Mielke has over 20 years of investment experience. Until the spring of 2017, he was investment manager at Bank J. Safra Sarasin (Deutschland) AG for many years, focusing on asset allocation and sustainable investment strategies. Previous positions included Credit Suisse AG in Zurich, Universal Investment GmbH and Commerzbank, where he focused on rule-based investment strategies and risk management. Today, the business graduate, CEFA Investment Analyst/DVFA and Certifiied Risk Manager work as Head of Sustainable Investments and Deputy Head of Portfolio Management at Bank Julius Baer Europe AG.

Joachim Meyer

Joachim Meyer

Joachim Meyer

Joachim Meyer

Joachim Meyer and his team advise and support a limited number of institutional investors in their ongoing, dynamic portfolio construction. The banking specialist began his professional career as a special fund manager for mixed mandates. This was followed by positions at FondsConsult and Complementa Investment-Controlling AG. Meyer has been a managing partner of Meyer & Cie. Allokationsberatung GmbH in Munich since 2010. He is a speaker and moderator at congresses and at German universities of applied sciences. His most important topics are trends on the capital markets, manager selection in traditional and alternative investment segments and pension fund governance.

Matthias Wesseling

Matthias Wesseling

Matthias Wesseling

Matthias Wesseling

Matthias Wesseling has been head of the Cologne branch of Bethmann Bank AG, part of the ABN Amro Bank group, since 2005. Previously, the savings bank business economist, Certified Financial and Estate Planner worked as a consultant for wealthy private clients in two large savings banks. Its special fields of interest can be read off from the titles of numerous publications with which Wesseling participated as an author or publisher: ?Wealth management - the private Banking Design for the elevated private customer? (savings banks publishing house), ?donations promote with profit? (bank publishing house), ?fund Ratings? (Gabler publishing house) ?private Banking and Wealth management? (bank academy publishing house), Financial Consulting ?

Stephan Buchwald

Stephan Buchwald

Stephan Buchwald

Stephan Buchwald

Stephan Buchwald has been looking after large assets for 14 years. The banker and Certified Finnacial Planner initially worked in asset management and private banking before joining Conetwork GmbH in 2003, where he held his first position in the family office area. Since 2006 he has been managing partner of the Kontora Family Office. Buchwald is also a member of the family advisory board of Frank Leonhardt Holding, a member of the advisory board of GENCO Capital AG in Switzerland and a member of the investment committee of various family assets and foundations.

​Alexander Prochnow-Ast

​Alexander Prochnow-Ast

​Alexander Prochnow-Ast

​Alexander Prochnow-Ast

Alexander Prochnow-Ast has 17 years of investment experience. The graduate banker, CIIA, CEFA, initially headed the "Interest Division" at W&W Asset Management in Stuttgart. He then took over Treasury at Volksbank Kur-u. Rheinpfalz eG, Speyer, before moving in 2012 to Volksbank Kraichgau, which enjoys a special reputation in the financial world because SAP founder Dietmar Hopp has a large part of his assets working there. Today, Prochnow-Ast heads portfolio management there.

Armin Eiche

Armin Eiche

Armin Eiche

Armin Eiche

Armin Eiche has been Head of Wealth Management at Pictet & Cie (Europe) S.A. in Germany since 2011. He previously worked for 23 years in the Private Wealth Management division of Deutsche Bank AG in Stuttgart and Frankfurt. Armin Eiche holds an MBA and studied economics in Germany and at Duke University in the USA. As a member of the German management team for Pictet's Family Office units, he is primarily responsible for institutional clients, foundations, real estate, art and the professional management of all client advisors in Germany.

Dr. Ivo Schwartzkopff

Dr. Ivo Schwartzkopff

Dr. Ivo Schwartzkopff

Dr. Ivo Schwartzkopff

The career of Dr. Ivo Schwartzkopff, a fully qualified lawyer, in the Family Office division took him to Goldman Sachs in New York and London for over ten years and to Deutsche Bank and UBS for a further ten years. As co-founder, Schwartzkopff is now managing partner of PatriCon. He advises several family offices and institutional investors, was a partner of specialized private equity funds in Germany and abroad, is a member of the board of trustees of the Goethe University Frankfurt am Main and is active in the academic field in German-speaking countries and in the USA.

Stefan Ebner

Stefan Ebner

Stefan Ebner

Stefan Ebner

Stefan Ebner, born in 1973, studied International Economics at the University of Innsbruck and at Aston University in Birmingham and received his doctorate from the Faculty of Economics at Chemnitz University of Technology. He began his professional career in 1998 as an Asset Manager at Bankhaus Spängler in Salzburg. Since 2012, Dr. Ebner has been responsible at FOCUS for the management and structuring of family assets within the framework of the Family Office. As a member of the Investment Committee, he is regularly entrusted with the systematic selection and mandating of external fund managers.

Michael Reuss

Michael Reuss

Michael Reuss

Michael Reuss

Michael Reuss has been a managing partner of Huber, Reuss & Kollegen Vermögensverwaltung since its foundation in 2000. The banking specialist began his career at Hypobank, then switched to Private Wealth Management at Berliner Bank, where he later applied his many years of experience in asset management for institutional mandates and wealthy private clients to his own asset management activities. Today, Reuss advises discerning private clients in this area. His area of expertise is Berecih Mergers & Acquisitions.

Dr. Christian Jasperneite

Dr. Christian Jasperneite

Dr. Christian Jasperneite

Dr. Christian Jasperneite

Dr. Christian Jasperneite studied economics at the University of Passau and received his doctorate from the Chair of Economic Policy at the University of Passau. After a research stay at Harvard University, he started as an analyst in macro research at M.M.Warburg & CO in 2000 before becoming Chief Investment Officer in the Family Office of the Warburg Group. Since the beginning of 2009, Dr. Jasperneite has been Chief Investment Officer at M.M. Warburg & CO. His passion is to use sophisticated quantitative methods to find ways to build portfolios that systematically outperform the market as a whole.

Carsten Mumm

Carsten Mumm

Carsten Mumm

Carsten Mumm

Carsten Mumm heads the capital market analysis department at the private bank Donner & Reuschel. The 42-year-old is responsible for preparing the company's own capital market opinion and publications relevant to the capital market. In the course of the merger of the two banks Conrad Hinrich Donner in Hamburg and Reuschel & Co. Privatbankiers in Munich in 2010, Carsten Mumm merged the two asset management units and manages the division until 2016. The trained banker and graduate economist has been working in the investment division since 1998. In 2006 he qualified as a Chartered Financial Analyst.

Dr. Helmut Kaiser

Dr. Helmut Kaiser

Dr. Helmut Kaiser

Dr. Helmut Kaiser

Dr. Helmut Kaiser is Managing Director and Chief Strategist Wealth Management Germany at Deutsche Bank AG in Frankfurt. He holds a doctorate in economics and has been with Deutsche Bank since 1990. There he initially worked as an economist and bond market expert. From 2003 to 2011, he was responsible for the global investment strategy for wealthy private clients in Private Wealth Management at Deutsche Bank AG. Today he is responsible for providing investment advice to key clients (wealthy private clients, family offices, trusts/foundations). His focus is on asset allocation, risk premiums, alternative investments, investment strategies and the European Monetary Union.

Gottfried Urban

Gottfried Urban

Gottfried Urban

Gottfried Urban

Gottfried Urban, born in 1962, has more than 35 years of investment experience and is one of Germany's leading capital market specialists. From 1982 to 1990, he worked as an investment advisor for wealthy private clients. From 1990 to 1997, he headed the asset and securities consulting department of one of the country's largest cooperative banks. Gottfried Urban is co-founder and CEO of Bayerische Vermögen AG, one of Germany's largest independent asset managers, founded in 1998.

Gerd Hübner

Gerd Hübner

Gerd Hübner

Gerd Hübner

Gerd Hübner has been a freelance financial journalist since 2003. In this function he worked for the magazine private wealth, the Frankfurter Allgemeine Sonntagszeitung, the Financial Times Deutschland and Focus Money as well as for various other newspapers and financial websites. In 2016, he received the DDV Journalist Award in the Online Media category. Gerd Hübner also works for financial service providers as an editor, ghostwriter and consultant. Between 1997 and 2002 he worked for the business and investor magazine Finanzen, now €uro, where he was, among other things, editor-in-chief and head of department. Gerd Hübner studied economics at the University of Hohenheim, majoring in economics.

Daniel Oyen

Daniel Oyen

Daniel Oyen

Daniel Oyen

Daniel Oyen (born 1978), is Equity Partner of the owner-managed Multi Family Office von Plettenberg, Conradt & Cie. Family Office GmbH in Düsseldorf. He began his training at HSBC Trinkaus & Burkhardt AG in 1998 and subsequently worked in the bank's Family Office for over 12 years. During this time, he has been a part-time lecturer and graduated with the titles Diplom-Betriebswirt (FH) and Bachelor of Commercial Economics. Oyen specialises in the assessment of asset managers as well as asset management fund concepts, alternative investments and strategic asset allocation consulting.

Dr. Max Schott

Dr. Max Schott

Dr. Max Schott

Dr. Max Schott

Dr. Max Schott is an entrepreneur and asset manager, so he knows both sides of the business very well. After training as a banker and an MBA program at York University in Toronto, Canada, he worked as a management consultant for McKinsey & Co. for two years. He then took over the management of the family-owned Schott GmbH & Co. KG group (since 1912 car dealership, leasing, real estate). In 1994, together with Arne Sand, he founded the independent asset management company Sand und Schott GmbH in Stuttgart. His dissertation on the Dr. oec. in capital market theory will take place at the University of Hohenheim in 2008.

Karsten Tripp

Karsten Tripp

Karsten Tripp

Karsten Tripp

Karsten Tripp has always been a market man. Tripp has been active in the securities business of HSBC Trinkaus & Burkhardt for 27 years - as equity analyst, head of equity research, fund manager, managing director of fund management company, CEO of HSBC Trinkaus & Burkhardt International (Luxembourg), head of Private Banking and Chief Investment Officer. Today, Tripp is responsible for the entire range of private banking services (investments and financing) and represents German private banking on the investment committees of the HSBC Group. The expert, well known for his own opinions and razor-sharp analyses, is certainly no easy discussion partner. But he doesn't want to be that either.

Oliver Borgis

Oliver Borgis

Oliver Borgis

Oliver Borgis

Oliver Borgis is Head of Asset Management at Weberbank. Founded in 1949 and headquartered in Berlin and Potsdam, the private bank focuses on business with wealthy clients. Borgis' task is to answer all your questions on the subject of investments. Specifically, he is responsible for capital market analysis, the Bank's portfolio strategy and the management of individual mandates. His degrees as Diplom-Volkswirt, DVFA and CFA analyst form the theoretical background of his many years of professional experience

René Hermanns

René Hermanns

René Hermanns

René Hermanns

In 2006, René Hermanns moved from Raiffeisenbank Heinsberg eG. as portfolio manager to the asset management department of apoBank.
Already in 2007 he took over the group management back office portfolio management, in 2012 he became department head portfolio management.
Under his leadership, VV's volume more than tripled.
This was not least the result of the very successful investment strategy, which has led to regular awards for asset management in recent years.

Wolfgang Krappe

Wolfgang Krappe

Wolfgang Krappe

Wolfgang Krappe

Wolfgang Krappe has been a member of the Management Board of Capitell-Vermögens-Management AG since January 1, 2007. Earlier stations of the business economist were the BHF bank, the Citibank private bank and the bank house Merck & Flnck, where Krappe led the private customer consultation. At Capitall AG, Mr. Krappe is currently responsible for marketing, acquisition, consulting and human resources. Mr. Krappe explores acquisition potentials, represents Capitell AG among other things at specialist congresses and establishes network connections to business contacts, which benefit the customers of Capitell AG as well as the entrepreneurial development of his own company.

Wilhelm Rau

Wilhelm Rau

Wilhelm Rau

Wilhelm Rau

Wilhelm Rau is Director and Head of Portfolio Management at St.Galler Kantonalbank Deutschland. After completing his professional training, he worked for 10 years in the private customer business. From 1986 to 1993, he was responsible for institutional customer business in Austria, Switzerland and the Netherlands. He moved to the upscale private customer business in 1994 and worked for various private banks in Germany until 2010. In July 2011 he moved to St.Galler Kantonalbank Deutschland. He is responsible for analysis and structuring within the investment process of the bank's asset management in Germany.

Alexander Ruis

Alexander Ruis

Alexander Ruis

Alexander Ruis

Over the past six years, Alexander Ruis has successfully built up and expanded the multi-family office SK Family Office GmbH as managing partner. Prior to this, he worked for 14 years at Wilhelm von Finck AG, initially as the single family office and the asset manager of the family of the same name. In addition to asset controlling, strategic advice for the asset owners was important there.
This primarily included questions of asset and currency allocation as well as the selection and assessment of asset managers. In 2005, Wilhelm von Finck AG was taken over by Deutsche Bank AG. Ruis accompanied the transformation as a member of the Management Board and then moved to the SK Family Office in 2011.

Christian Stadermann

Christian Stadermann

Christian Stadermann

Christian Stadermann

After studying economics and history in Munich, Pisa and London, Christian Stadermann worked for 25 years in the banking and family office sector. Important positions included Deutsche Bank AG, Sal. Oppenheim and Credit Suisse in Zurich, where he was responsible for Germany in the UHNWI Investment Partners platform. After several years as Managing Director of HQ Trust, the multi-family office platform of the Harald Quant family, he founded his own virtual family office in 2012 under the company Logos Patrimon. Here, assets are structured and individual projects in consulting and services (outsourcing) for single family offices are taken over.

Philipp Dobbert

Philipp Dobbert

Philipp Dobbert

Philipp Dobbert

Philipp Dobbert is Chief Economist at Quirin Privatbank and responsible for the observation and analysis of macroeconomic and economic policy developments. He supports the advisory and public relations work of Germany's first fee-based advisor bank. As Deputy Head of Asset Management and a member of the Investment Committee, he is also jointly responsible for investment decisions. Philipp Dobbert studied economics at the University of Passau and has worked for international consulting firms and the German Insurance Association (Gesamtverband der Deutschen Versicherungswirtschaft) for over five years at Quirin Privatbank.

Niels Pätzold

Niels Pätzold

Niels Pätzold

Niels Pätzold

Niels Pätzold now has more than 20 years of intensive experience in portfolio management and distinguishes himself through his comprehensive capital market expertise. After more than 10 years with a leading major bank, Niels Pätzold was responsible for very large and sophisticated custody assets at the private bank Sal. Oppenheim, at the family office provider Spudy & Co. and at Consilisto Berenberg Privat-Treuhand GmbH from the beginning of 2001, where he further enriched his knowledge of the selection process for suitable asset managers. Today, as Managing Partner of Metis Treuhand GmbH, Pätzold provides all the services of a classic family office for his clients.

Dr. Lars Edler

Dr. Lars Edler

Dr. Lars Edler

Dr. Lars Edler

Dr. Lars Edler completed his studies and doctorate in economics at the University of Kiel, where he also coordinated the international doctoral programme "Quantitative Economics". For this reason, he was initially involved in the development of quantitative models as portfolio manager in the Active Quant Products team of Oppenheim Kapitalanlagegesellschaft mbH (OKAG). Today, as Co-Chief Investment Officer and Head of Investment Strategy at Sal. Oppenheim Private Bank, Lars Edler is responsible for the asset allocation of the bank as a whole (institutional funds and private assets), the management of balanced mandates and multi-asset funds as well as the development and further development of the models on which the Bank's own investment processes are based.

Martin Klein

Martin Klein

Martin Klein

Martin Klein

After starting his career in 1994, Martin Klein worked for eleven years in investment banking as a derivatives and equity trader. Since 2005, he has worked in private banking at various international private banks, in various positions including executive positions. His main focus was on the market outlook (economic/ fundamental), foreign currencies and commodities, as well as special asset management strategies. Klein therefore knows "both worlds", the capital markets and asset management, from his personal professional experience. As Managing Director of Heidelberger Vermögen, he has been responsible for Asset Management since July 2016.

​Stephan Jäggle

​Stephan Jäggle

Stephan Jäggle

​Stephan Jäggle

Stephan Jäggle represents the Family Office Münster Stegmaier Rombach in the Lerbacher Runde. After completing his business studies with a focus on banking and financial management at the DHBW, he completed his master's degree (MSc) at the University of Liechtenstein. Until 2009, Jäggle worked for a large credit institution. There he was initially responsible for setting up an individual asset management company. Later, he was involved in its spin-off into a separate subsidiary and assumed responsibility for asset management as authorized signatory. In 2010, the family father, known for his innovative ideas, moved to the consulting team for large family assets at Münster Stegmaier Rombach, where he became a partner in 2013 and managing director since 2015.

​Chris-Oliver Schickentanz

​Chris-Oliver Schickentanz

Chris-Oliver Schickentanz

Chris-Oliver Schickentanz

Chris-Oliver Schickentanz has been head investment strategist at Commerzbank AG since July 2011. He is thus responsible for the investment strategy for private clients. Schickentanz studied psychology with minor subjects in business administration and law at the TU Darmstadt. He was thus perfectly prepared for a career on the capital markets, the development of which depends to a large extent on investor behaviour. Schickentanz initially worked as an equity analyst, then headed corporate analysis at Dresdner Bank and, following the merger with Commerzbank, the newly formed investment team. Today, he passes on his knowledge not only in the Lerbach round, but also as a lecturer at the universities in Passau and Darmstadt and at the Frankfurt School of Finance.

Bernd Riedel

Bernd Riedel

Bernd Riedel

Bernd Riedel

Mr. Riedel has been in the asset management industry for around 25 years and has been with Robeco since 2009. In his current position in Third Party Distribution, Mr. Riedel serves clients from the private banking, asset management and family offices sectors in Germany and Austria. The financial analyst DVFA is married.

Kai Röhrl

Kai Röhrl

Kai Röhrl

Kai Röhrl

Mr. Röhrl has been working in the asset management industry for about 20 years. In 2002, he contributed significantly to the foundation of the German branch of the Robeco Group. In his current function as Head of Third Party Distribution, Mr Röhrl serves clients from the private banking, family offices and asset management consulting sectors. Together with the chief editor of Private Wealth Magazine, Klaus Meitinger, he founded the Lerbacher Runde in 2009. In addition, Mr Röhrl is a co-founder and board member of the Club of Finance e.V. The graduate business economist and financial analyst DVFA is a married father of two children.

Klaus Meitinger

Klaus Meitinger

Klaus Meitinger

Klaus Meitinger

Klaus Meitinger founded Private Wealth Medien GmbH & Co.KG together with Moritz Eckes and has been editor-in-chief of private wealth magazine since 2004. Meitinger has been active in business and financial journalism for more than 30 years. In 1987 he helped launch the magazine Börse Online. In 1990, together with several colleagues, he launched Finanzen-Verlag in Munich. In 1996, he was appointed managing editor, then deputy editor-in-chief and later editor-in-chief of the magazine Finanzen, which is still on the market today under the name Euro. He is convinced that objective, carefully researched reporting on the capital markets offers investors genuine added value.

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