Serafin Wealth Management: The Personalized, Independent & Modern Wealth Management
- Serafin Asset Management GmbH launches Serafin Wealth Management, the independent wealth management service at Family Office level
- Customization instead of "One-Size-Fits-All": Customers choose from three customizable base strategies and various thematic investments
- Personal advice meets modern online access: The app offers clear portfolio management for efficient and flexible investments
Frankfurt am Main, June 13, 2024: Time is far more than just money – it is one of our most valuable and scarce resources. Making well-founded financial decisions requires a significant amount of this limited resource. The need for a reliable partner who can competently navigate the diverse challenges of the financial sector and support the realization of individual dreams has never been greater. Serafin Wealth Management addresses this need by offering investors transparent, independent, and personalized wealth management at a Family Office level with professional advice. The expertise of financial specialists, previously reserved for professional investors, and best practice experiences with external asset managers from their own Family Office, now flow into individual investment strategies for private clients. Serafin Wealth Management makes this possible. Through best-practice forecast models, investors benefit from individualized asset allocations, thematically bundled investment options, and careful ETF and fund selection. Investors receive a daily updated overview of their portfolio in the app or web application, where performance development and portfolio allocation are always visible.
Behind the Wealth Manager are experienced economists and fund managers from the Frankfurt-based asset manager Serafin Asset Management GmbH, who now bundle their know-how in an investment solution. The Serafin Asset Management Group is a professional asset manager with currently around 800 million euros in assets under management. The investment experts have years of knowledge in professional wealth management and are now part of the over 175-year entrepreneurial tradition of the Haindl family. Philipp Haindl, entrepreneur and founder of Serafin Asset Management GmbH, on the launch of the Wealth Manager: "Based on the positive experiences and best practice understanding from our own Family Office, the drive to found Serafin Wealth Management emerged. This allows others to invest in the same structure as I do."
Transparent, Independent, Personalized: Serafin Wealth Management as an Equal Partner
As an equal partner, Serafin Wealth Management offers its investors an easily understandable product portfolio with essential investment strategies that enable independent and autonomous financial decisions. Future customers currently choose from three base strategies with up to six risk classes: classic globally diversified (Serafin Classic including ESG), climate-themed investments (Serafin Climate), or investments in innovative companies (Serafin Innovation).
Once the foundation is in place, customers of the Serafin Classic strategy can personalize their portfolio according to their personal preferences and set goals with curated thematic investments. Currently, seven carefully selected investment themes are available, such as "Clean Energy," "Future Mobility," or "Robotics." The themes are actively monitored and analyzed by the investment team. These numerous combination possibilities make Serafin Wealth Management one of the most diverse investment solutions in the high-quality wealth management market and offer investors an incredible product dimension – combined with top-notch advice that has not been available before. "Our goal is to make complex investment opportunities simple and transparent. As a trustworthy partner, we empower our clients to achieve financial autonomy," says Silvio Halsig, founder and Group Chief Investment Officer of Serafin Wealth Management.
The commonality of all investment variants is a highly professional investment process, in which the composition of the strategies is continuously checked via an internal system. All securities are not in a collective custody account but invested in the name of the customers at Baader Bank from Munich. The capital is available at any time within two working days. Baader Bank is a renowned partner for companies, exchanges, and trading partners in the capital market. It has a full banking license, is a member of the Association of German Banks, and belongs to its deposit protection scheme.
Individual Investment Strategy Meets Transparent Cost Model
Investments in the investment solutions of Serafin Wealth Management are to be made accessible to a broad customer group and are aimed at individuals with a target portfolio of 100,000 euros or more – however, there is no initial minimum investment amount1. The goal of the Wealth Manager is to build trust and develop the portfolio together with invested customers.
1 For technical reasons, a small initial minimum investment amount is necessary for portfolio implementation.
Behind Serafin Wealth Management is the capital of the Haindl entrepreneurial family, who invest in parallel with the customers. The cost model consists of the asset management fee, custody fee, and product costs. From as little as 1.20 percent total fee including taxes, investors can benefit from the professional investment know-how of Serafin Wealth. Transparency and clear communication are also paramount here. No incalculable amounts or performance fees are charged.
Serafin Wealth Management is now available as a web application, in the iOS App Store, and in the Google Play Store.
About Serafin Wealth Management: Serafin Wealth Management (https://www.serafin-wealth.com/) is a transparent, independent, and personalized wealth management service at the Family Office level. The investment solution combines traditional principles with modern approaches: top-class investment strategies and professional advice paired with 24/7 digital access, providing comprehensive insight and control over one's investments at any time. By selecting from the base strategies Serafin Classic, Serafin Innovation, or Serafin Climate, the investment is precisely tailored to individual needs. Additionally, the Serafin Classic strategy allows further personalization through thematic investments according to customer wishes. Thus, investors are offered forward-looking wealth management that builds on the more than 175-year entrepreneurial history of the Haindl family, but operates independently.
Serafin Wealth Management is a service of the Serafin Asset Management Group. The group manages around 800 million euros in assets under management with its companies in Switzerland and Germany as of April 30, 2024, and was founded in 2021 by Philipp Haindl and Silvio Halsig.
Press Contact: Jennifer Nürnberger | Mashup Communications GmbH | +49 (0)30 257 49 580 | serafin@mashup-communications.de
