Wealth Management & Real Estate Development




The preservation of hard-earned family and corporate assets is at the heart of our work. With many years of experience in well-known companies, a strong international network of professional partners and the personal commitment of our entire team. We are conservative in the best sense of the word – because we preserve your most important values.


We develop our own attractive projects – especially in the real estate sector – and thus generate new values. Together with our clients, we also invest our own equity. Because we only realise projects whose success we are convinced of.


Sustainably strong returns constitute the core essence of our efforts in all asset classes. Through intelligent portfolio management, we increase the return on investment for our clients and thus help them to enjoy their deserved successes in the long term.


Our profile

Multi-family office with real estate focus

For over 10 years, the SWIFT team has been successfully consulting German and international clients on the value-enhancing management of large assets and developing long-term yield-orientated real estate projects – together with a network of well-known banks, law firms and real estate experts. Our strength as a generalist – whether it is luxury living, classic residential real estate, social real estate or commercial real estate such as offices, trade, medical practices, hotels and restaurants: We are your competent partner and can advise you independently and holistically.

wealth management

Wealth Management

Finance & Banking

Management of liquid funds with classic and innovative investment instruments

Mergers & Acquisitions

Advice on investment, participation and management in all asset classes – also internationally and with the contribution of equity capital

Trustee & Fiduciary

Trusteeship and corporate representation for international clients

Real Estate

Management of existing properties and development of new projects

International Wealth Advisory

Advising international clients in the German and European market

Real Estate Development

Real Estate Development


Conception of project financial structure and clarification of tax, corporate and administrative law issues

Financial Monitoring

Definition of key performance indicators (KPIs) and monitoring along the entire lifecycle

Project Management

Monitoring of scheduled target achievement (in time, in budget)

Market Placement

Realisation of investment or support of marketing and exit

Real Estate Projects

Select references


expertise bundled in SWIFT Holding

over EUR

billion investment volume managed to date


apartments created or managed

more than


project returns

Consulting clients from



million m² total area national & inter­national develop­ment

Equity Partner & Management

Your Team

Tobias Steyer

Tobias Steyer

CEO, Equity Partner
Vita: Director LBBW Immobilien, CBRE, Cushman & Wakefield, Member of the CDU Economic Council

Michael Winter

Michael Winter

CFO, Equity Partner
Vita: Authorised signatory LBBW Immobilien Development, Equity Partner CC Unternehmensberatung, Asset Manager at VOW Immobiliengruppe

Florian Martin

Florian Martin

Partner, Head of Sales Residential
Vita: Frankonia Eurobau, Head of Sales, Dr. Than, Head of Sales, Ziegert Everestate and Ziegert Knight Frank

Lazlo Schneider

Laszlo Schneider

Partner, Head of Financial Structuring
Vita: Financial expert, Sparkassen Commercial Customer Support

Our guiding values

Trust, honesty, discretion and reliability form the basis of our work and our reputation. We stand by our word and our handshake applies. To underline this we commit ourselves to the “Mission Statement of the Honourable Merchant”, which is still valid after being tried and tested for centuries, as the basis for cooperation with clients and partners.

We are personally committed to preserving values.

We are cosmopolitan and liberally oriented.

We stand by our word. Our handshake applies.

We put our commercial judgment at the service of our clients.

As a company, we promote conditions for honest action.

We are role models in our actions.

We create the conditions for honest action within the company.

We invest our entrepreneurial activities in a long-term and sustainable manner.

We want to play an active role in shaping the framework for honest action in business and society.

We adhere to the principle of good faith.

We take responsibility for economic and social order.

We also stand up for our values in international business.


Visit us for a personal conversation. In the middle of Frankfurt’s banking district. In the heart of Europe.

Make an appointment at +49 69 715 899 310 or send us a message:


We are searching for you


Do you have great ambition and an excellent education in the field of wealth management and/or real estate? Would you like to collaborate with a highly motivated team from Frankfurt to support international clients and exciting projects? Do you have ambitious personal goals and above-average performance? Then SWIFT Holding is just right for you! Please forward your application with complete documentation exclusively by e-mail to: personal@swift-holding.com