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Munich · Germany · Est. 2024

Informed Decisions.
Trusted Guidance.

3K Investment Office GmbH provides professional investment mediation, portfolio management oversight, and independent advisory services — helping individuals and institutions navigate financial markets with clarity and confidence.

4+
Core Service Areas
100%
Independent Advisory
BaFin
Regulatory Framework
Munich
Headquartered in Bavaria
Our Standards
Regulatory Compliance
Independent Advice
Data Privacy (GDPR)
Client-First Approach
Professional Standards

Comprehensive Investment Services

We offer a structured range of financial services designed to support investors at every stage of their decision-making process.

Investment Mediation

Acting as an intermediary between investors and financial product providers, we facilitate access to investment opportunities aligned with client profiles and objectives.

Portfolio Management

Ongoing oversight and structured management of financial portfolios, balancing risk and return in accordance with each client's individual strategy and timeline.

Investment Advisory

Independent, professional guidance on investment decisions — from asset allocation to market analysis — grounded in current data and regulatory best practices.

Contract Mediation

We assist clients in navigating and completing investment contracts, ensuring all agreements are transparent, compliant, and aligned with client interests.

Regulatory Adherence

All services are conducted within the framework of German and EU financial regulations, including MiFID II and relevant BaFin guidelines, ensuring full compliance.

Client Consultation

Personalised consultations to understand your financial situation, goals, and risk tolerance — the foundation of every service we provide.

Professional financial consultation
Munich
Based in Bavaria, Germany

A Principled Approach to Investment Guidance

Founded in Munich, 3K Investment Office GmbH is committed to delivering professional financial services with integrity, transparency, and a client-centred philosophy.

Independent from product manufacturers and distribution networks
Serving private investors and institutional clients
Operating under German and European regulatory standards
Committed to full transparency in all advisory relationships
Headquartered at Lierstraße 25, 80639 München

How We Can Help You

Explore our four core service areas, each designed to provide clear, professional support for your investment journey.

Anlagevermittlung

Investment mediation connecting clients with suitable financial instruments and vehicles. We provide structured access to markets while maintaining full transparency on product characteristics.

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Finanzportfolioverwaltung

Professional portfolio management oversight, ensuring your investments are monitored, adjusted, and optimised according to agreed strategies and market conditions.

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Anlageberatung

Independent investment advisory services tailored to your personal financial situation. We provide objective recommendations based on thorough analysis and your stated objectives.

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Abschlussvermittlung

Contract and transaction mediation services, ensuring the smooth completion of investment agreements with full compliance with applicable legal and regulatory requirements.

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Have questions about our investment services?