PEH Wertpapier AG

Overview

Established in 1989, PEH Wertpapier AG is an owner-managed, independent financial services provider based in Frankfurt am Main, Germany. The company specializes in asset management for private and institutional clients, offering tailored solutions that include discretionary portfolio management, strategic wealth planning, generational consulting, and foundation management. Additionally, PEH Wertpapier AG develops and manages a range of investment funds, notably employing artificial intelligence (AI) for systematic stock selection within certain strategies. The firm's investment approach focuses on identifying value opportunities across various sectors and leveraging capital-market expertise to develop and, where appropriate, restructure portfolio companies. PEH Wertpapier AG operates primarily as an investment and holding vehicle, managing a portfolio of listed and private equity stakes, executing securities trading, and providing investment-related advisory services to institutional and private clients. With over 35 years of experience, PEH Wertpapier AG has established itself as a leading independent financial services provider in the German-speaking region. The company's commitment to long-term partnerships and comprehensive financial solutions has contributed to its reputation for competence and trust in the asset management industry.

Investment Focus

• Focus on growth, late-stage, and buyout opportunities
• Preference for investments in Germany, Luxembourg, and Austria
• Interest in sectors such as financial services, technology, healthcare, consumer goods, energy, real estate, telecommunications, utilities, materials, industrials, consumer services, basic resources, oil & gas, chemicals, and automotive

Portfolio Companies