About LeanVal
Our approach: Understand. Connect. Refine.
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.
Three companies. One goal.
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 founders of LeanVal
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.
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.
Prof. Dr. Laurenz Czempiel
Responsibility for business development and investment consulting
Over 30 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
Artur Kampik, CFA
Responsibility for investment strategies, equity indices and platforms
Over 25 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.
Prof. Dr. Peter Schömig, CFA
Responsibility for stock valuation and individual stock analysis
Over 25 years of experience in the asset management industry
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
Prof. Dr. Laurenz Czempiel
Responsibility for business development and investment consulting
Over 30 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
Artur Kampik, CFA
Responsibility for investment strategies, equity indices and platforms
Over 25 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.
Prof. Dr. Peter Schömig, CFA
Responsibility for stock valuation and individual stock analysis
Over 25 years of experience in the asset management industry
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
Prof. Dr. Laurenz Czempiel
Responsibility for business development and investment consulting
Over 30 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
Artur Kampik, CFA
Responsibility for investment strategies, equity indices and platforms
Over 25 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.
Prof. Dr. Peter Schömig, CFA
Responsibility for stock valuation and individual stock analysis
Over 25 years of experience in the asset management industry
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
Locations LeanVal Group
Frankfurt on the Main
60313 Frankfurt am Main
Munich
80802 Munich