Wealth Management Services for Expats in Germany
We help expats in Germany build a professional investment portfolio beginning with an investment amount of 50,000 euros.
Book an appointmentIndependent, English-speaking wealth management for expats in Germany. We provide transparent, fee-only wealth and asset management solutions tailored to international professionals with a minimum investment of 50,000 Euros.
Looking for a long-term, globally diversified strategy that fits your life abroad? Explore our approach below or get an initial overview of fees and services.
Independent Wealth & Asset Management in Germany
Finanz2Go Consulting offers independent wealth management and asset management in Germany designed for expats and international professionals. Our English-speaking advisors deliver transparent strategies aligned with your goals, timeline, and risk profile.
With a minimum investment of 50,000 Euros, clients receive a customized portfolio built on diversification, efficiency, and long-term discipline. As an independent financial consulting firm based in Berlin, we combine international experience with deep knowledge of the German financial landscape.
Who this is for
- Expats and international professionals living in Germany
- Clients who value independent, fee-only advice (no commissions)
- Investors looking for long-term planning and global diversification
What you get
- A clear investment strategy aligned to your objectives
- Portfolio construction and ongoing oversight
- Transparent reporting and regular reviews
Private Wealth Management for International Clients
Our private wealth management approach is built for expats in Germany who want independent advice without product bias. Unlike many traditional models, we focus on your interests first—helping ensure decisions match your goals, risk tolerance, and financial life across borders.
We integrate wealth preservation, tax efficiency, and global diversification into a coherent plan that evolves with your career and family goals. Learn more about how we work on our About Page.
Our independence, in practice
We don’t sell financial products. We provide advice and portfolio strategy based on cost-efficiency, risk management, and your objectives. This structure helps reduce conflicts of interest and keeps the focus on long-term outcomes.
Investment Consulting for Expats
Our investment consulting for expats helps you design an investment strategy that fits your life abroad. We combine your home-country assets, German income, and long-term goals into a single plan.
We emphasize risk management, cost-efficiency, and diversification using ETFs, mutual funds, and sustainable investments where appropriate. Our team supports portfolio management in Germany with regular reviews and disciplined rebalancing.
Core principles
- Globally diversified portfolios
- Cost-efficient implementation
- Risk-aligned asset allocation
- Long-term discipline and rebalancing
Typical goals we support
- Retirement planning in Germany as an expat
- Building wealth for family and education
- Planning around relocations and life changes
Portfolio Management for Expats in Germany
Our portfolio management in Germany is ideal for expats who want professional oversight of their investments. We monitor portfolios, assess performance, and rebalance when needed—helping maintain an appropriate risk/return profile through changing markets.
We combine global market expertise with an understanding of the German financial system. You receive transparent reporting and structured performance reviews, so you always understand the strategy and the rationale behind adjustments.
Want clear pricing?
See our transparent, fee-based model (no commissions, no hidden costs) on the Fees Page.
Why Choose Finanz2Go Consulting
As an independent English-speaking wealth management firm in Germany, Finanz2Go Consulting focuses on clarity, education, and measurable progress. We help international professionals and families build long-term strategies with transparency and confidence.
Our clients are located across Germany, including Berlin, Frankfurt, Munich, and Hamburg. We prioritize long-term relationships built on trust—delivering strategies rather than product sales. Read client feedback on our Client Reviews page.
What sets us apart
- Independent, fee-only advice
- English-speaking communication and reporting
- Structured process and ongoing reviews
- Focus on long-term, diversified portfolios
Next step
If you want to understand whether our approach is a fit, start with transparent pricing and scope on our Fees Page.
Minimum investment for wealth management: 50,000 Euros.
Understanding the Minimum Investment Requirement
To provide high-quality service and comprehensive support, new wealth management clients start with a minimum investment of 50,000 Euros. This enables a properly diversified portfolio and ensures each client receives dedicated attention.
The goal is to balance growth potential with risk management while delivering a structured, long-term plan. This threshold helps us maintain the level of service expected from an independent expat financial advisor in Germany.
FAQs: Wealth Management for Expats in Germany
What is the minimum investment for wealth management in Germany?
Our wealth management service starts with a minimum investment of 50,000 Euros. This helps us build a well-diversified portfolio and provide the highest level of personalized service.
What is the difference between asset management and wealth management?
Asset management focuses on building and maintaining investment portfolios. Wealth management is broader and can include long-term planning elements such as tax considerations, goal planning, and overall strategy.
Do you provide investment consulting for expats in Germany?
Yes. Our investment consulting for expats focuses on building cost-efficient, diversified portfolios while managing risk and planning for long-term goals.
Why choose an English-speaking wealth manager in Germany?
An English-speaking wealth manager makes financial planning clearer and more transparent, helping expats understand options, risks, and decisions in a system that can otherwise feel complex.
Is portfolio management available for expats in Germany?
Yes, our portfolio management in Germany offers ongoing oversight and optimization for expat investors who want professional management and clear reporting.
Where can I learn more about your fees and services?
Our pricing is detailed transparently on the Fees Page. We operate on a clear, fee-based model—no commissions or hidden costs.
Investment & Fee Comparison Calculator
See how an investment could have developed and compare the estimated fee impact of Finanz2Go (0.7% p.a.) vs a typical bank/advisor fee (educational tool).
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*Educational estimate only. Fees are modeled as a % of assets per year (charged monthly). This does not include taxes or trading costs.