A private broker.
A transparent portfolio.
One relationship.
Finaxum is a Frankfurt‑based brokerage for German private clients with €250,000 or more under management. You are paired with one broker who speaks with you directly — by phone, in writing, or on screen — and a platform that shows every position, every fee, and every conversation in one place.
Private banking, without the mahogany.
The private bank model is 200 years old and, in many ways, worth preserving: one person who knows your name, your family, and your goals. We kept that. We removed the opacity, the cross‑selling, and the paper.
Four conversations
from interest to managed.
Most new clients are trading within three weeks. We do not rush the first conversations — the relationship compounds, and so does the cost of mismatch.
Meet Hans Schmidt.
Or one of fourteen others.
Every Finaxum client is paired with a named senior broker. Our team averages 14 years at institutional desks — Deutsche Bank, Berenberg, Commerzbank, DZ Bank. They are compensated on client retention, not transaction volume. If your match is wrong, we change it in a week. No charge, no conversation necessary.
Net of all fees. Audited by KPMG.
Past performance is not a promise of future returns. These figures represent the weighted average of all client accounts within each model, calculated after custody, advisory, and transaction fees.
| Strategy | 1Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|
| Finaxum Balanced | +7.4% | +9.1% | +8.2% | +42.6% |
| Finaxum Growth | +11.2% | +14.8% | +12.4% | +68.3% |
| Finaxum Income | +4.2% | +5.1% | +5.6% | +24.8% |
| DAX (benchmark) | +6.8% | +8.4% | +7.1% | +38.2% |
Three fees. Quoted in basis points. Disclosed on every trade.
Finaxum is fee‑only. We do not receive kickbacks from fund issuers, exchanges, or market makers. The prices below are inclusive of VAT and apply uniformly to every client, irrespective of account size.
- —Named senior broker
- —Quarterly reviews
- —Weekly written notes
- —Standard research access
- —All Foundation benefits
- —Tax optimisation consulting
- —Private market access
- —Dedicated second broker (backup)
- —All Private benefits
- —Multi‑generation planning
- —Structured products desk
- —Concierge estate & succession desk
“I had four private bankers in twenty years. Hans is the first I have ever telephoned on a Saturday morning, because I wanted to, not because something was wrong.”
Supervised, insured,
and fully segregated.
Finaxum GmbH is a licensed financial services institution under §32 KWG, supervised by BaFin and the Deutsche Bundesbank. Client assets are held in individually named custody accounts at Commerzbank AG — never on Finaxum's balance sheet.