LeanVal is a group of companies for institutional capital market participants that combines data-based research, specialized asset management strategies and technological excellence. Our claim: We make investments smarter – by combining capital market understanding, technological expertise and operational implementation power.
Our work focuses on understanding the challenges of modern capital markets – from regulatory requirements and volatile market phases to the need to digitalize processes.
What makes LeanVal special: We combine traditional investment expertise with modern technology – and turn it into practical, individually usable solutions for our clients. Whether data-driven equity strategies, intelligent overlay concepts or AI-supported analysis tools – we don’t just deliver ideas, we implement them together with our clients.
We are partners for banks, asset managers, family offices and insurance companies looking for more efficient processes, scalable solutions and additional sources of alpha. Data-driven. Close to the capital market. Implementation-oriented.
LeanVal Invest GmbH
LeanVal Invest combines research, technology and asset management to create integrated capital market solutions. As the Group’s central advisory and development unit, it supports institutional clients in redesigning their investment processes and strategic asset allocation. LeanVal Invest provides support in the valuation of unlisted companies in the context of equity investments, private market investments and strategic decisions.”
LeanVal Asset Management AG
LeanVal Asset Management AG (formerly Conservative Concept Portfolio Management AG) develops specialized investment strategies with a focus on volatility management, overlay concepts and liquid alternatives – for asymmetric return profiles and robust portfolios in the institutional environment.
LeanVal Research GmbH
LeanVal Research offers fundamentally based equity research for professional investors. With its own database, AI-supported analysis and white-label communication, it delivers a new dimension of efficiency, scalability and storytelling in the research process. Our clients benefit from precise valuations, investable strategies and automated client communication tools.
The management has many years of in-depth industry experience in asset management and wealth management. The entire team is guided by the conviction that the best possible care for investors is guaranteed by specialists who have years of experience and in-depth knowledge of the respective customer group. We achieve the best possible results for our clients through the use of advanced digital technology for transparent and fast processing of customer interactions as well as intelligent instruments and methods for investment decisions.
Laurenz Czempiel has more than 35 years of experience in wealth and asset management and is responsible for business development and investment consulting at LeanVal. Previously, he was a member of the Executive Board of Donner & Reuschel AG and the Commerzbank Pension Trust. In addition, he is an honorary professor of finance and banking at the Munich Business School and is committed to bridging the gap between academia and practice in the financial sector.
+49 69 949488 062
At LeanVal, Artur Kampik is responsible for investment strategies, indices, platforms, and AI solutions. He has more than 25 years of leadership experience at various private banks. Previously, he was head of the Investment Office at Vontobel, a member of the Investment Committee at Sal. Oppenheim, and head of Asset Management at Bankhaus Reuschel & Co. One of his particular strengths is his ability to combine in-depth financial expertise with IT know-how.
+49 69 949488 061
At LeanVal, Peter Schömig is responsible for stock valuation and individual stock analysis. He has more than 25 years of experience in the asset management industry. Previously, he was a member of the Executive Board at Palladin Asset Management and Head of Equity Research at WestLB Mellon Asset Management. He is also a professor of corporate finance and accounting at FOM, combining academic excellence with many years of practical experience.
+49 69 949488 063
Our Executive Advisors combine experience, expertise, and a strong network. They serve as catalysts and thought partners for our future.
Bernd Bäume was a manager in the finance department of the Flick family’s Düsseldorf-based industrial holding company. After moving into the banking industry, he worked for several years for the HypoVereinsbank Group (now UniCredit) as a key account manager in the corporate banking division. He then focused his efforts on institutional asset management, first at ACTIVEST Investmentgesellschaft and later at Bankhaus Lampe in Düsseldorf and its subsidiary, Lampe Asset Management. After joining Wickenkamp Consulting GmbH in Cologne, his work focused on acquiring and providing ongoing support to private equity fund-of-funds investors. In 2023, he joined the LeanVal Group in Frankfurt and is now responsible for relationship management in the institutional investor division.
bernd.baeume@leanval.investments
+49 69 949488 043
Axel Frein began his career as a credit analyst and specialist client advisor for investment loans at Westfalenbank AG in Bochum. After moving into investment banking, he was later promoted to treasurer and head of stock trading. He then joined Bankhaus Lampe in Düsseldorf as Head of Sales and Managing Director, where he oversaw the direct securities business with institutional clients.
As CEO of Valovis Commercial Bank AG (now Targo Bank), he took charge of the retail division. He subsequently served as a member of the Executive Board at Valovis Pfandbriefbank AG before moving to Cologne to join the private equity firm Wickenkamp Consulting GmbH, where he was responsible for the operations of its subsidiary, CAM Alternatives GmbH. Frein has been with the LeanVal Group since early 2023 and most recently served as a member of the Executive Board of LeanVal Asset Management AG in Frankfurt through October 2025. Since joining the holding company, he has focused on managing key institutional accounts and on the strategic development of the group’s activities.
axel.frein@leanval.investments
+49 69 949488 045
Diethard Simmert was chief economist at Commerzbank AG in Frankfurt and head of the Economic Policy Advisory Staff at the German Savings Banks and Giro Association in Bonn. He then moved to the Provinzial Rheinland Insurance Group in Düsseldorf, where he was in charge of the Investment and Group Business division. The renowned scientist also became an adjunct professor at the ISM International School of Management in Dortmund. In addition, Professor Simmert made a name for himself as a pioneering author and journalist with a series of relevant books and scholarly articles. To this day, he serves as the coordinator of the team of authors for the Sparkassen journal “sFirmenkundenberatung.” Simmert joined the LeanVal Group in 2023 and is responsible for maintaining and expanding business relationships with institutions in the savings bank sector.
diethart.simmert@leanval.investments
+49 69 949488 046