Tappert Asset Management GmbH provides independet and client-oriented services. In the areas of private equity, start-up investments and real estate project development, we work together in a network with selected partners.


Wealth management

Financial portfolio management or wealth management differs from investment advice in that the asset manager makes the investment decision for the client, taking into account the previously agreed investment guidelines, and implements it vis-à-vis the client's bank, the custodian bank.


The investment strategy is worked out together with the client. It is based on the client's life situation, personal goals and wishes. Taking into account the client's personal risk profile, the client determines the limits for certain classes of securities to which the asset manager must adhere. The client receives a regular report on the transactions that have taken place and maintains an exchange with the asset manager.


We work with a combination of standardised portfolio models and individual active portfolio adjustments. In doing so, we look for an attractive solution or strategy for every investment horizon and risk profile.


Our portfolio decisions are embedded in our trading model 'TOPAS'. We understand this to mean a trend-optimised asset selection on the basis of individual securities, indexes and funds.

Real estate management

Our range of services is aimed at conservatively oriented real estate investors who are looking for efficient and meaningful management to optimise their real estate portfolio.


Our control and steering instruments are based on the latest tools for individual property management borrowed from institutional portfolio and asset management.


The basis and methods are, in particular, the implementation of important measurement and control key figures for an objective assessment, as well as the review of the existing data qualities. In particular, the focus is on setting up and/or reviewing hold-sell strategies.


Meaningful analysis reports are prepared to underpin planned real estate investments as well as existing portfolios.


Foundation management

By this we mean tailor-made advice on the investment of your foundation funds in accordance with the guidelines. In view of the low interest rate environment, the need for advice for foundations is growing - because without income from the foundation capital, distributions for the foundation's purpose are not possible.


We support you in realigning your investment strategy.


Stefan Tappert


Stefan Tappert

Financial Economist (EBS)

Commodity Professional (HSLU)


+49 221 952 40 52-0

Privacy policy

Investment advice according to section 2 para. 2 no. 4 German Wertpapierinstitutsgesetz (WpIG) and investment brokerage according to section 2 para. 2 no. 3 German Banking Act shall be made on behalf of, in the name of, for the account and under the liability of the responsible legal entity BN & Partners Capital AG, Steinstraße 33, 50374 Erftstadt, according to section 3 para. 2 WpIG. BN & Partners Capital AG has a corresponding license from the German Federal Financial Supervisory Authority (BaFin) in accordance with section 15 WpIG for the investment services.

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Privacy Policy