Eine will Dividende, einer Wirkung
Lange rangen die älteren und die jüngeren Generationen in Family Offices über das Thema Nachhaltigkeit. Viele wollen inzwischen ökologischer und sozialer investieren – aber nur bei messbarem Effekt.
In our Investment Office, we bring together all the services you need to structure your wealth for the long term, manage it professionally, and develop it consistently over time. From strategic advice and portfolio construction to private markets and impact investing, Kontora covers a broad range of wealth management services for you.
Your goals—and only your goals—guide our thinking and actions.
Managing wealth successfully today means thinking institutionally—without giving up trusted personal contacts. That’s exactly where many large portfolios fall short.
Too often, objectives aren’t clearly defined, decision-making paths are unclear, and implementation ends up piecemeal. As part of AlTi Tiedemann Global, Kontora combines personal, long-term advice with a global investment platform. The result is an Investment Office that doesn’t deliver “more products,” but a system: clear architecture, robust decisions, and reporting that enables true oversight—across generations.
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Our Investment Office brings together all the services we use to structure wealth for the long term, manage it professionally, and develop it consistently over time. It is designed for family offices that want to outsource investment responsibilities in whole or in part; for entrepreneurial families that want to set up their wealth on an institutional footing and manage it with clear decision-making paths; and for institutional investors seeking an independent partner for both strategy and implementation.
You choose the model that fits your governance:
Discretionary Mandate*: Based on a jointly defined investment strategy, we handle the ongoing implementation on your behalf — with clear processes and rigorous risk management. You set the framework, we act.
Advisory Mandate: We provide analysis, recommendations, and sound decision-making foundations — you retain the final decision, supported by institutional expertise.
* provided by Kontora Kapitalverwaltungs GmbH, which is fully regulated and authorised as a capital management company (Kapitalverwaltungsgesellschaft) under the KAGB by BaFin.
We define this together — depending on the desired level of delegation. For example:
The result is a setup that is efficient while still fitting the needs of families, committees, or entrepreneurial structures.
We advise on a fee-based basis and select strategies, managers, and vehicles based on the agreed investment objectives, the risk and liquidity profile, and the applicable regulatory framework. Investment decisions are guided by your objectives, your risk and liquidity profile, and the agreed investment guidelines. This opens access to a broad range of suitable strategies, managers, and vehicles.
Private markets are not an add-on for us, but a central building block of strategic allocation. Access and selection are key: we identify opportunities, assess them in a structured manner (due diligence), and integrate them appropriately into the overall architecture — including Private Equity, Venture Capital, Real Estate, Infrastructure & Energy Transition, and Private Credit. This makes private markets manageable in terms of risk, liquidity, and portfolio interaction.
Kontora combines personal, on-the-ground advice with access to AlTi Tiedemann Global’s global investment platform. At the heart of this collaboration is the international Investment Committee, in which our local investment managers participate regularly. This ensures that global research and market perspectives feed directly into our investment process. Kontora and AlTi share the same investment philosophy: long-term, quality- and risk-conscious - with the aim of building robust portfolios across market cycles.
Kontora combines personal, on-the-ground advisory services with access to AlTi Tiedemann Global’s global investment platform. This gives our clients broader market access and international investment expertise - without sacrificing the closeness of Kontora’s local advisory relationship. At the heart of the investment collaboration is the international Investment Committee, in which our local investment managers participate on a regular basis. In this way, global research and market perspectives feed directly into our investment process.
Diversification as a principle. Selection as a process.
You want a portfolio that fits your objectives, your liquidity, and your risk appetite. As the investment office within the family office, we develop strategies based on the Endowment Model: we build portfolios designed to remain resilient across market cycles — through broad diversification, clear governance, and defined guardrails for risk and liquidity. The starting point is the analysis and structuring of the overall wealth. Building on this, we develop the strategic asset allocation, design resilient portfolio structures across all asset classes, and — where appropriate — oversee external asset managers. Through ongoing monitoring, we continuously refine the strategy and create a clear, transparent foundation for joint decision-making — even in volatile phases.
Global opportunities. Institutionally vetted.
Private markets access is not an "add-on" for us, but a central component of strategic allocation. Access and selection are key: through the AlTi Tiedemann Global platform and our local advisory expertise, we identify international opportunities, assess them to institutional standards, and integrate them precisely into the overall structure. In doing so, we combine long-standing investment management experience with independent advice, select and oversee external asset managers according to clear criteria, unlock access to international providers, and carry out re-allocations and tactical adjustments where needed. The result is a robust wealth architecture — for entrepreneurial families, foundations, and institutionally oriented mandates.
Strategy and wealth architecture
Analysis and structuring of total wealth; definition of the target profile, risk budget, and liquidity. On this basis, we develop the strategic asset allocation and clear guardrails for robust portfolios.
Portfolio construction and ongoing development
Building resilient portfolio structures across asset classes - disciplined, transparent, and long-term. Where needed: reallocations and tactical adjustments within the agreed strategy framework.
Manager selection and oversight
Selection, appointment, and ongoing oversight of external wealth managers and asset managers - based on clear criteria, a structured process, and regular quality reviews.
Private Markets access and selection
Institutional access and deep due diligence for private equity, venture capital, real estate, infrastructure/energy transition, and private credit. Focus: highly selective sourcing, structured assessment, and precise integration into the overall allocation.
Governance, delegation, and fund/vehicle structures
Clear decision-making pathways, aligned committee and family-governance structures, and coordination of relevant stakeholders. For complex portfolios, we also support the design of suitable fund and vehicle solutions, where required, implementation via Kontora KVG (e.g., a special AIF).
Impact investing
More and more families and foundations are aligning their wealth with their values. We support you with expertise and a solution-oriented approach - from strategy through to impact measurement. We draw on the AlTi Group’s expertise, which manages more than USD 5 billion in impact strategies and has specialized teams for philanthropy, governance, and education.
on my own. It requires expertise, experience, and foresight. I want to avoid pitfalls and position my wealth strategically. Kontora and AlTi Tiedemann Global can support me with that.”
Complex investment strategies don’t just require the right idea—they require the right structure. That is exactly our job.
Kontora Kapitalverwaltungs GmbH (KVG) is the regulatory infrastructure behind our investment office. As a capital management company (Kapitalverwaltungsgesellschaft) fully regulated by BaFin under the Capital Investment Code (Kapitalanlagegesetzbuch, KAGB), it handles the conception, launch, and administration of tailored fund vehicles — for families, foundations, and institutional investors. The focus is on alternative asset classes: Private Equity, Real Estate, Infrastructure, and Private Credit. Fund solutions are structured exclusively within the applicable regulatory requirements and only for eligible professional or semi-professional investors.
Dig, diligently vet, discard. Then dig deeper.
Every year, several thousand potential investments are evaluated — only a small fraction are pursued following structured assessment. In manager selection, what counts is experience, process quality, and verifiable historical performance data — complemented by clear parameters for risk, liquidity, and portfolio integration.
Independent. Institutional. Personal.
Good wealth management requires trust, structure, and a partner who acts exclusively in your interest. Kontora offers fee-based advice without sales pressure, private markets expertise, and global market access — with personal advisory services in Hamburg.
Investments our clients invest in go through a rigorous selection process. Here you will find current examples across different asset classes.
How can complex wealth be managed professionally? In our insights, family offices, entrepreneurial families, and institutional investors will find well-founded perspectives on topics such as asset allocation, private markets, manager selection, and portfolio governance.
Take a look now!
Here you will find selected media coverage and publications relating to Kontora. The selection provides insights into topics that matter to entrepreneurial families, family offices, and the market for complex wealth.
We understand wealth—and we share that know-how. In our webinars, our experts show how professional structures and proven processes make the management of substantial wealth clearer and more efficient.
Contact person
“Our job isn’t to invest in everything. Our job is to find what’s right.”
Sebastian Spier
Managing Director Investments
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