Center of Asset and Wealth Management –

Increasing the quality of financial advice and products.

About us

The Center of Asset and Wealth Management (CAWM) pursues the goal of substantiating developments in the fields of private banking and asset management, thereby improving service quality, customer satisfaction and asset management quality. The CAWM is connected to the Allianz Endowed Chair of Finance under the direction of Professor Dr. Markus Rudolf. Its activities cover the following areas:

 

Teaching

In the area of teaching, the CAWM aims to transfer knowledge to WHU students and to practitioners. This is accomplished by means of various lectures, other teaching events and innovative teaching methods.

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Research

In the area of research, the CAWM regularly compiles and publishes findings with practical relevance. This has resulted in more than 60 publications and 30 dissertations as well as the successful book Private Banking.

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Dialogue

In the area of dialogue, the CAWM is dedicated to fostering an exchange of information among students, academics and practitioners through the institutionalization of different formats and networking opportunities.

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Team

Get to know our team.

Head of the CAWM

Professor Dr. Markus Rudolf

+49 (0)261 6509 421
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Personal Assistants

Marianne Diel

Personal Assistant to the Dean

+49 (0)261 6509 421
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Kirsten Schmitz

Personal Assistant

+49 (0)261 6509 391
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Sparkasse Koblenz Assistant Professor of Finance

Assistant Professor Dr. Sebastian Seidens

+49 (0)261 6509 396
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Research Assistants

Ralf Conen

Research Assistant

+49 (0)261 6509 395
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Tobias Fischer

Research Assistant

+49 (0)261 6509 392
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  • Johannes Cremer
    Founder and CEO
    moneymeets

  • Professor Gunter Dufey, PhD
    Professor Emeritus
    University of Michigan

  • Christian U. Haas
    CEO
    PTV Group
  • Michael Kohl
    Head of Product Management & Asset Management
    Commerzbank AG
  • Matthias Nester
    Chairman of the CAWM Advisory Board
    Chairman of the Management Board
    Sparkasse Koblenz
  • Thomas Paul 
    Member of the Executive Board
    Böker & Paul AG
  • Professor Dr. Markus Rudolf
    Head of the CAWM
    Allianz Endowed Chair of Finance
    WHU - Otto Beisheim School of Management​​​​
  • Dr. Egbert Schark
    CEO
    d-fine GmbH
  • Ralf Vielhaber
    Managing Director
    Fuchsbriefe/Dr. Hans Fuchs GmbH
  • Professor Dr. Thomas Burkhardt
    Finanzierung, Finanzdienstleistungen und eFinance
    Fachbereich 4: Institut für Management
    Universität Koblenz-Landau, Campus Koblenz

  • Professor Dr. Lutz Johanning
    Holder of the Chair of Empirical Capital Market Research
    WHU - Otto Beisheim School of Management

  • Dr. Ruth Kümmerle
    Digital Transformation
    Allianz Global Investors GmbH
  • Jürgen Lampe
    CEO
    firstfive AG, Frankfurt/M.

  • Professor Volkmar Liebig
    ifm - Institute for Foreign Languages and Management
    Ulm University of Applied Sciences

  • Dr. Jörg Richter, CFP, CEP
    Managing Associate Institut für Qualitätssicherung und Prüfung von Finanzdienstleistungen GmbH (IQF), Hannover

  • Claudia Spanier-Dönges
    Deputy Member of the Executive Board
    Head of the Board Service
    Law and Financial Instruments
    Sparkasse Koblenz

  • Dr. Borislav Stokic
    Manager
    d-fine GmbH

  • Jörg R. Walter (Lecturer)
    Senior Manager
    d-fine GmbH

Supporters of the CAWM

Friends of the CAWM

News

Center of Asset and Wealth Management –
Keep up with the latest events and activities.

Tobias Burggraf, doctoral student at the Allianz Endowed Chair of Finance, has been awarded a research grant from Vescore by Vontobel Asset Management to write a working paper in cooperation with Dr. Yun Bai from Vescore by Vontobel Asset Management.

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The Allianz Endowed Chair of Finance and the Center of Asset and Wealth Management are pleased to announce that a team of five students will represent WHU – Otto Beisheim School of Management in the CFA Institute Research Challenge 2019/20.

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We are pleased to announce that our former doctoral student Alex Kusen has achieved an excellent 2nd place at the ACATIS-Value-Award 2019 with his paper “Feedback trading: Strategies during day and night with global interconnectedness”, co-written by Professor Dr. Markus Rudolf.

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Continuing the tradition, several members of the Allianz Endowed Chair of Finance at WHU – Otto Beisheim School of Management and the Chair of Banking and Financial Control at the University of Bamberg happily followed the invitation to the doctoral seminar at Hotel Nationalpark in Illmitz, Austria....

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