1992

It's a time, at which the mutual fund community consists of very few fund providers, basically German banks, and its focus is on international concepts heavily biased towards American securities. Fondsbroker AG belongs to the first independent partners of Fidelity in Germany, already focusing on smaller markets such as the nowadays well-known emerging markets.

1993

Our client magazine FondsNews, then titled "FONDS-NEWS" is issued for the first time, in what today appears to be a very nostalgic look.

1995

Our first consulting and transaction software used is based on DOS.

1997

The first portfolio optimizer program based on the portfolio theory of Nobel prize winner Prof. Harry M. Markowitz is being developed as joint venture with Deutsche Bank. (Nobel prize 1990 for the modern capital market theory.

2000

First introduction in Germany of a fee-based accounting model – Komfort and PremiumPortfolio are being introduced.

2001

Company-wide training to become Masters of Financial Consulting - years before the contents hopefully become compulsory for every financial advisor.

2005

Fondsbroker AG is one of eight "founding fathers" of the broker pool Argentos AG, the technology and research network of leading bank-independent German investment consultants.

2007

Introduction of an internet-based, fully automatic consulting, allocation and monitoring software, including the digital client file – still today a step ahead of the competition.

2009

Introduction of further fee-based accounting models, including the possibility of full reimbursement of kickback provisions.

2010

First client and consultant apps for smartphones.

2010

FondsNews goes Germany – With a print run of approx. 20.000 copies the client magazine has established itself as largest publisher-independent magazine for bank-independent financial advisors. The editing competence of our staff member Dr. Wolfgang Westerhaus is asked for Germany-wide.

2011

Trees don't grow into the sky (as a German saying goes), but they grow in our clients portfolios. Together with a tree nursery in Ladenburg, Fondsbroker AG initiates the first plantation of Kiri trees in the area and thus brings the fastest growing tree of the world into our metropolis region.

The largest German broker pool for bank-independent financial advisors, Netfonds, takes over Argentos, the pool co-founded with Fondsbroker AG. This opens new opportunities e.g. the inclusion of new portfolio platforms in the SecureSite.

2014

Even before the official implementation of the new German law on fee-based consultations, Fondsbroker AG creates one of the first law-abiding pricing models in Germany.

2015