PRESERVING VALUES.
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.
CREATING 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.
ENHANCING VALUES.
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
Pre-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
since
expertise bundled in SWIFT Holding
over EUR
over
apartments created or managed
more than
%
project returns
(ROI)
Consulting clients from
countries
over
Equity Partner & Management
Your Team
Tobias Steyer
CEO, Equity Partner
Vita: Director LBBW Immobilien, CBRE, Cushman & Wakefield, Member of the CDU Economic Council
Michael Winter
CFO, Equity Partner
Vita: Authorised signatory LBBW Immobilien Development, Equity Partner CC Unternehmensberatung, Asset Manager at VOW Immobiliengruppe
Florian Martin
Partner, Head of Sales Residential
Vita: Frankonia Eurobau, Head of Sales, Dr. Than, Head of Sales, Ziegert Everestate and Ziegert Knight Frank
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.
Contact
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
Career
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
