Portfolio+13.8%
Reference+9.2%
Active result+4.6%
Partner mandateBank relationship · WH capability
WeberbankRelationship owner & approval gate+Wealth HorizonsMethodology & decision support
Partner network simulation
Two banks. Six client mandates.
The partner bank owns the client relationship and final release. Wealth Horizons supplies methodology, portfolio intelligence and decision support.
WB
Partner bank · Berlin
Pilot activeWeberbank
3 client mandates€340m assets in view3/3 segments
BW
Partner bank · Stuttgart · Berlin
Pilot activeBW-Bank
3 client mandates€331m assets in view3/3 segments
Selected client mandateJohannes Kirchhoff
Tech-Zukäufe für IoT und Automatisierung mit paralleler Unternehmensnachfolge.
Partner bankWeberbankRoleInhaber & CEOLocationBerlin-MarienfeldeWH objectiveSuccession-ready diversification
Assets in view
€92m
Demo mandate2 portfolios · 18 positions
Risk budget used
71%
Policy-ledWithin approved corridor
Open decisions
3
1 with Weberbank
Partner coverage
2 × 3
Banks × active clients
Johannes Kirchhoff · wealth trajectory
Weberbank relationship · WH portfolio intelligence
Capital across horizons
Every position has a job and a time frame
Next-wave scenario pool
Additional persona variants available for later bank cohorts
MittelstandKlaus-Dieter HöltyPropTech Buy-Side und digitale Gebäude-Zwillinge
Tech ExitDavid von EikenIPO-Liquidität und Aktienpakete
ExecutiveMaximilian Graf von ThurnKonzernboni und Aktienoptionen