At SALytic Invest AG, our strength is not found in a proprietary product line, but in the collective expertise of people who prioritize radical transparency. We are a team of former institutional analysts who chose autonomy over bureaucracy.
Location
St.-Apern-Straße 26
50667 Köln, Deutschland
"Investment success is the byproduct of a culture that rewards the challenge of prevailing market narratives."
The SALytic Board
Our founding partners established SALytic Invest AG in Cologne with a singular mission: to bring the sophisticated analytical frameworks of Tier-1 banks to a more agile, client-centric environment. After years navigating the complexities of global capital markets within traditional banking structures, we recognized that the best investment outcomes are achieved when analysts are free to act on conviction without the pressure of cross-selling bank-owned funds.
This independent nature allows us to be truly mx merchant focused—evaluating every security, every fund, and every market trend through a purely meritocratic lens. We don't just screen data; we stress-test it through weekly deep-dive debates where consensus is never the goal.
Our flat structure ensures that our most senior partners remain directly involved in day-to-day portfolio construction. There are no siloed departments here—only a continuous exchange of intelligence between our quantitative analysts and our fundamental research team.
Our Method
Managing Partner & Portfolio Manager
With over 22 years of experience in Cologne's financial sector, Marcus specializes in defensive asset allocation and European equity markets. He previously led institutional funds at a major private bank before launching SALytic Invest AG.
Head of Sustainability Research
Dr. Berg integrates ESG metrics into our quantitative models. Her approach goes beyond simple screening, focusing on the long-term resilience of companies transitioning toward sustainable energy tech.
Quantitative Strategy Analyst
Lukas bridges the gap between data science and traditional asset management. He oversees our proprietary SALytic risk-parity algorithm, ensuring portfolio stability across diversified asset classes.
Detailed documentation and collaborative friction are the engines of our investment performance.
Institutional oversight is more than a slogan; it is a regulatory mandate we embrace. Our team is fully qualified under BaFin guidelines and maintains strict cross-border reporting for US/German tax compliance via the mxmerchant standard.
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Unlike retail banking where one manager handles hundreds of portfolios, we limit our coverage to ensure meticulous attention to personalized ESG mandates and liquidity constraints.
Centrally located in North Rhine-Westphalia, we serve as a Multi-Family Office hub for the region's elite foundations and private estates.
Qualification
CFA Institute
Charterholders
Regulation
BaFin / WpIG
Compliant
Expertise
Sustainable
Asset Mgmt
Reporting
IFRS / Dual-Tax
Expertise
At SALytic Invest AG, your portfolio manager is also your primary point of contact. We believe clear communication is as vital to capital preservation as the analysis itself. Whether you are an institutional trustee or a family office principal, our doors in Cologne are open.
Inquiry Hotline
+49 221 9957307700
Response Commitment
All professional inquiries from institutional partners are addressed by a partner within 24 business hours.
