Berenberg Wealth Management

Your assets at Berenberg at a glance

We are acting today to shape tomorrow.

Berenberg is strategically investing in digital services, new investment solutions and future technologies. With the Berenberg Wealth Management App, you can keep a digital eye on your liquid assets at all times – mobile, secure and intuitive.

Key information on your investments - available at any time
View your performance across different periods and analyse the distribution of your assets across different asset classes, regions or currencies. Use the position and transaction views to track developments in individual securities and stay informed.

Experience Berenberg digitally – with personal service
Even in the digital space, we place the highest value on personal interaction. In the "More" menu, you will find the contact details of your personal contact – for direct communication.

Security & Data Protection
Rely on state-of-the-art technologies to protect your personal data. Use biometric features (Face ID/Touch ID) for login and activate the "Hide Assets" function to protect absolute values from prying eyes – ideal for use on the go.

Further functions at a glance:
• Portfolios: asset overview and performance analysis across all asset classes
• Account balance & transactions: All accounts at a glance incl. export function
• Payments & standing orders: Fast, secure and intuitive. SEPA and international transfers incl. photo transfer
• Postbox: Account statements and important documents at your fingertips at all times
• Digital signature: Sign submitted documents easily, quickly and securely
• Self Service: Manage your information yourself. Delete devices and change your password or username.

Requirements for using the app:
There is an agreement with Berenberg for the use of the Wealth Management Portal and an internet connection.

Find out more about our services at: www.berenberg.de