We see ourselves as a sustainable financial company, focused on the specific needs and goals of our customers. We specialize in institutional, semi-institutional investors and professional clients.
LeanVal offers both qualitative fundamental research and asset management services with a focus on “Smart Beta” and “Alternative Investment” strategies.
Conservative Concept Portfolio Management AG (CCPM) is a highly specialized provider of “absolute return” strategies. It is the asset management unit of the LeanVal Group.
CCPM AG is a stock corporation under the law of the Federal Republic of Germany with its main place of business in Frankfurt. It is supervised by the Federal Financial Supervisory Authority (BaFin) and manages shares and alternative investments with a volume in the single-digit billion range.
The core competencies lie in the management of benchmark-independent strategies with a focus on liquid, exchange-traded financial instruments. CCPM AG offers its customers an additional benefit in almost every market environment in terms of constant and risk-optimized returns.
With our expertise in accounting and company valuation, LeanVal Research GmbH prepares historical annual financial statements and creates forecast annual financial statements for the future. Our goal is an above-average high quality of the data in terms of topicality, completeness and plausibility. Unlike our competitors, we differentiate between the total cost and cost of sales method.
We are specialists in accounting and company valuation and place a special focus on the risk evaluation of the business areas, on the determination of the value drivers over time as well as the competition analysis. The stringent analysis and valuation approach, based on the ROIC valuation (“Return on Invested Capital”), is supported by our proprietary software with elements of artificial intelligence.
Our solitary digital platforms enable our customers to use high-quality research, to use investment consulting functions for their own purposes and to receive individual reporting tailored to their specific needs.
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.
Responsible for strategy and business development
Over 20 years of experience in wealth and asset management
Former Member of the management board of Donner & Reuschel AG
Member of the Board of Management of Commerzbank Pension Trust
Honorary Professor for Finance and Banking at Munich Business School
Responsible for platforms and investment solutions
Over 15 years of management experience in various private banks
Former Head of Investment Office at Vontobel
Former Member of the investment committee at Sal. Oppenheim
Former Head of Asset Management at Bankhaus Reuschel & Co.
Responsible for research and investment strategy
Over 20 years of experience in asset management
Former Member of the Board of Management of Palladin Asset Management
Former Head of Equity Research at WestLB Mellon Asset Management
Professor of Corporate Finance and Accounting at the FOM