--- title: Trendmonitor Vermögensverwaltung 2025 by QPLIX and IVA description: QPLIX and IVA analysed over 60.000 portfolios of German wealth management clients for the Trendmonitor Vermögensverwaltung. Download the report here. image: https://iva.tmvv.qplix.com/hubfs/TMVV_2025_Title.png --- [![QPLIX-Logo-Square](https://iva.tmvv.qplix.com/hs-fs/hubfs/QPLIX-Logo-Square.png?width=42&height=35&name=QPLIX-Logo-Square.png "QPLIX-Logo-Square")](https://www.qplix.com/) Open main menu Close main menu - [Product](https://www.qplix.com/product/software-overview) - [Solutions](https://www.qplix.com/solutions/customers/family-offices) - [About Us](https://www.qplix.com/about-us) - [Career](https://www.qplix.com/career) - [Insights](https://insights.qplix.com/en/blog) - [English](https://iva.tmvv.qplix.com/en/2025) - [Deutsch](https://iva.tmvv.qplix.com/de/2025) English --- # "Trendmonitor Vermögensverwaltung" # Study 2025 ![Gradient_Line_RGB](https://iva.tmvv.qplix.com/hs-fs/hubfs/Gradient_Line_RGB.png?width=100&height=15&name=Gradient_Line_RGB.png "Gradient_Line_RGB") ![TMVV_Logo_Black](https://iva.tmvv.qplix.com/hs-fs/hubfs/TMVV_Logo_Black.png?width=150&height=84&name=TMVV_Logo_Black.png "TMVV_Logo_Black") [![iva_logo](https://iva.tmvv.qplix.com/hs-fs/hubfs/iva_logo.png?width=200&height=51&name=iva_logo.png "iva_logo")](https://institut-va.de/) [![QPLIX logo black](https://iva.tmvv.qplix.com/hs-fs/hubfs/QPLIX%20logo%20black.png?width=80&height=67&name=QPLIX%20logo%20black.png "QPLIX logo black")](https://qplix.com/de) ## How successful is wealth management made in Germany? In 2024, wealth managers in Germany pursued a return-oriented yet carefully risk-aware portfolio strategy. The allocation shows a clear direction: short durations in the fixed-income segment, a strong focus on U.S. equities, and lower cash quotas. These are just some of the insights from the new Trendmonitor Vermögensverwaltung 2025, created by the Institut für Vermögensaufbau (IVA) in cooperation with the Munich WealthTech QPLIX. The analysis is based on more than 61.000 real client portfolios from 118 independent wealth managers. ## Key components of this year's edition - How German wealth managers invested in 2024 - Portfolio developments over the years - Performance analysis: how successful is wealth management made in Germany? - Single-securities portfolios: specialties in scope - What moves investors? Industry and market trends ###### Download this year's study below! ![TMVV_2025_Title](https://iva.tmvv.qplix.com/hubfs/TMVV_2025_Title.png "TMVV_2025_Title") #### *Please note that the study is available in German language only.* The Authors ![Original_AndreasRitter_IVA_round](https://iva.tmvv.qplix.com/hs-fs/hubfs/Original_AndreasRitter_IVA_round.png?width=150&height=150&name=Original_AndreasRitter_IVA_round.png "Original_AndreasRitter_IVA_round") Dr. Andreas Ritter Board Member Institut für Vermögensaufbau (IVA) AG ![Gradient_Line_RGB](https://iva.tmvv.qplix.com/hs-fs/hubfs/Gradient_Line_RGB.png?width=60&height=9&name=Gradient_Line_RGB.png "Gradient_Line_RGB") +49 89 46 13 91 70 Landsberger Straße 98, 80339 Munich [mail@institut-iva.de](mailto:mail@institut-iva.de) [https://institut-va.de/](https://institut-va.de/) ![Original_JillStaebe_QPLIX_round](https://iva.tmvv.qplix.com/hs-fs/hubfs/Original_JillStaebe_QPLIX_round.png?width=150&height=150&name=Original_JillStaebe_QPLIX_round.png "Original_JillStaebe_QPLIX_round") Jill Therese Stäbe Product Marketing Manager, QPLIX GmbH ![Gradient_Line_RGB](https://iva.tmvv.qplix.com/hs-fs/hubfs/Gradient_Line_RGB.png?width=60&height=9&name=Gradient_Line_RGB.png "Gradient_Line_RGB") +49 89 998 2716 90 Nußbaumstraße 12, 80336 Munich [info@qplix.com](mailto:info@qplix.com) [https://qplix.com/](https://qplix.com/) [Follow us on LinkedIn](https://www.linkedin.com/company/qplix) [Follow us on Instagram](https://www.instagram.com/insideqplix/) [Follow us on Facebook](https://www.youtube.com/@insideqplix) [Follow us on Twitter](https://www.facebook.com/insideqplix) [Follow us on Facebook](https://twitter.com/QplixQ) [Follow us on LinkedIn](https://www.linkedin.com/company/qplix) [Follow us on Instagram](https://www.instagram.com/insideqplix/) [Follow us on Facebook](https://www.youtube.com/@insideqplix) [Follow us on Twitter](https://www.facebook.com/insideqplix) [Follow us on Facebook](https://twitter.com/QplixQ) Copyright © 2024 QPLIX. All Rights Reserved. [Imprint](https://www.qplix.com/imprint) | [Data Privacy](https://www.qplix.com/data-privacy)