# Financial portfolio management

- Canonical URL: https://www.gerhardmerk.de/financial-portfolio-management
- Post ID: 588826
- Modified: 2023-07-25T21:01:59+00:00
- Language: en

## Definition

The management of a customer's assets invested in financial instruments with its own scope for disposition and decision-making. In Germany, such service providers require a license and are subject to supervision by the Federal Financial Supervisory Authority. If an institution is permitted to take possession of customer funds or customer securities, it must have a certain amount of equity capital, as determined by the supervisory authority, and must also have two managing directors; see Section 10, Paragraph 9 of the German Banking Act. - See investment limit, epuration, portfolio management, asset manager. - Cf. 2006 Annual Report of BaFin, p. 133 (institutions licensed in Germany). BaFin Annual Report 2009, p. 177 (on the requirements for outsourcing financial portfolio management to a company domiciled in a third country), BaFin Annual Report 2010, p. 248 (ruling on financial portfolio management by a BGB company), and the respective BaFin Annual Report, chapter "Cross-Sectional Tasks." Attention: The financial encyclopedia is protected by copyright and may only be used for private purposes without express consent! University Professor Dr. Gerhard Merk, Dipl.rer.pol., Dipl.rer.oec. Professor Dr. Eckehard Krah, Dipl.rer.pol. E-mail address: info@ekrah.com https://de.wikipedia.org/wiki/Gerhard_Ernst_Merk https://www.jung-stilling-gesellschaft.de/merk/ https://www.gerhardmerk.de/

## Machine-readable

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