Deep Analysis.
Measured Growth.
At SALytic Invest AG, we transcend traditional wealth management through a rigorous, analytical lens. Based in the financial heart of Cologne, we serve institutional and private investors who demand stability and sustainable clarity.
Independence is more than a status; it is our structural advantage. In a market often clouded by institutional bias, SALytic Invest AG operates with absolute transparency.
The Multi-Family Office Standard
Our roots in Cologne as a leading Vermögensverwalter allow us to manage diverse portfolios across equities, fixed income, and thematic funds with a focus on deep-dive research and ESG integration.
Fig 1.1: Structural clarity in wealth protection strategies.
The SALytic Method Mirror
Quant screening isolates alpha potential from market noise.
Qualitative stress-testing against ECB and Fed interest rate policy shifts.
Bespoke allocation tailored to complex family office mandates.
Focus: Data Integrity
We utilize mx merchant analytical tools to cross-reference global market feeds, ensuring that only assets with verifiable liquidity histories enter our core universe.
Transition Scenario
Case Study: Reallocating a 150M€ foundation portfolio from static local bonds to a diversified global ESG-focused strategy during German market volatility.
Direct Access
Independent asset management at SALytic Invest AG means direct communication with your portfolio manager, ensuring non-bureaucratic decision sequences.
Investment Universe
Navigating complex markets requires a structured approach. Our three-pillar selection process filters thousands of global opportunities into a highly curated portfolio.
Core Equities
- Large-cap European standard
- US Innovation selection
- Dividend resilience screening
Fixed Income
- Corporate Bond Alpha
- Sovereign Debt Analysis
- Duration optimization
Alternative Assets
- ESG Special Mandates
- Thematic Tech Leaders
- Infrastructure Funds
Expertise is a Collective Commitment.
At SALytic Invest AG, our strength lies in our collaborative depth. We avoid the "star manager" pitfall, choosing instead a team-based analytical approach where every investment decision is Peer-reviewed within our Cologne offices.
Whether navigating mxmerchant data points or assessing the ESG compliance of a Dax-40 candidate, our senior portfolio managers bring decades of institutional experience from Germany’s largest banking districts to your private family office requirements.
Meet the Analysts€4.2B+
In collective assets analyzed under our core methodology within the last fiscal cycle.
"Independent asset management means being free to reject the trend in favor of the truth."
Institutional Portfolio Manager | Cologne
BaFin Compliance
Begin Your Institutional Journey.
We invite you to experience the clarity of independent management. Whether you are a family office trustee or an institutional fund manager, our doors in Cologne are open for a confidential discussion.