Fiduka
| FIDUKA Depotverwaltung GmbH | |
|---|---|
|
|
| Country |
 Germany
|
| Seat | Kaufingerstraße 12 80331 Munich |
| legal form | GmbH |
| founding | 1971 |
| Website | http://www.fiduka.com |
| management | |
| Corporate management |
Managing Directors: |
The FIDUKA (proper spelling FIDUKA in capital letters), registered long name FIDUKA Depot Management GmbH , is an asset management based in Munich . The company was significantly shaped over the decades by its long-standing partner and managing director Gottfried Heller and his partner André Kostolany . Fiduka is subject to supervision by BaFin and is a member of the Association of Independent Asset Managers and the compensation scheme for securities trading companies .
history
The name "Fiduka" is derived from the Latin word fides for "trust". Fiduka was initiated in 1971 by the publisher of the Süddeutsche Zeitung, Alfred Schwingenstein ; The managing director was Gottfried Heller, who immediately took over the company shares and was able to win André Kostolany for the company. The idea was to successfully implement a long-term, international investment strategy for private investors and foundations. Investments are made exclusively in listed securities, i.e. in bonds , stocks and funds. The Fiduka is independent in its decisions. The focus is on substantial stocks and on international government and corporate bonds.
Business model
Fiduka operates in the field of financial portfolio management. Individual asset management is offered to private customers and institutions with an investment volume of € 250,000 or more. According to the personal situation - investment objective and risk profile - Fiduka invests the assets in securities in accordance with the agreed investment guidelines in different custody account classes. The deposit is kept at the customer's house bank or a bank with special conditions. Fiduka is granted limited security disposition authority. Asset management is transparent for the client and can be terminated at any time. In addition, Fiduka is the manager of internationally oriented retail funds. The first fund " FIDUKA Universal I " was launched in 1989.
Managing directors
The management of Fiduka is in the hands of Marco Herrmann (CIO), Thomas Knapp and Urban Bacher (part-time). Urban Bacher is a full-time professor of bank management at Pforzheim University . As Senior Partner, Gottfried Heller continues to accompany the development of the company.
The founders
Gottfried Heller, born in 1935, is an industrial engineer and was a management consultant in Germany and the USA for the first few years of his professional life. In 1971 he founded the Fiduka. From the beginning, Heller was interested in international economic policy. He was one of the first asset managers to set up an emerging market fund at the beginning of 1994 and two multi-asset funds in 2008. Gottfried Heller regularly writes columns in “ Die Welt ” and “ Börse Online ”, gives lectures and gives interviews on radio and television. In 1992 the book The Prosperity Revolution was published by Econ-Verlag , and in 2012 by Finanzbuchverlag “The Simple Path to Prosperity”. André Kostolany (1906–1999) comes from a Hungarian industrial family and studied philosophy and art history. He had early contact with the stock exchange through his family. In 1940 André Kostolany fled to the USA with his family. From 1950 he lived in Paris and Munich. In 1971 André Kostolany moved into an office in Fiduka and was the focus of the Kostolany stock market seminars until his death on September 14, 1999. Numerous books, lectures and his column in the financial magazine Capital made Kostolany an old stock exchange manager.
Kostolany stock market seminars
Fiduka has been organizing the Kostolany stock market seminars since 1974. These full-day seminars take place annually in November in Munich. Objective factual information on the subjects of finance, economics and the stock market is offered to a broad investor public.
Works (selection)
- Gottfried Heller: The easy way to prosperity. Finanzbuchverlag 2012, ISBN 978-3-89879-701-6 .
- Gottfried Heller: The prosperity revolution, Econ Verlag 1992. ISBN 3-430-14256-3 .
- André Kostolany: Kostolany's stock market psychology. Econ Verlag, (1991), ISBN 3-430-15637-8 .
- André Kostolany: Kostolany's balance sheet for the future. Econ Verlag (1995), ISBN 3-612-26648-9 .
- André Kostolany: Wisdom of a Speculator. In conversation with Johannes Gross. Econ Verlag (1996), ISBN 3-430-15631-9 .
- André Kostolany: The art of thinking about money. Econ Verlag (2000), ISBN 3-548-36928-6 .
- André Kostolany: Money and the stock market - the art of making a fortune (2000), ISBN 3-548-35481-5 .
- Urban Bacher: Bankmanagement, 5th edition, Hartung-Gorre (2015), ISBN 978-3-86628-536-1 .
- Hanno Beck, Urban Bacher, Marco Herrmann: Inflation - The first 2000 years. Frankfurter Allgemeine Buch (2017), ISBN 978-3-95601-204-4 .
Web links
- www.fiduka.com
- www.gottfried-heller.de