Our Sales and Consulting team

Tailormade advisory and services for you

Marco Schmitz
Managing Partner

For over 27 years Mr Schmitz has being looking after professional clients, including many ‘high end’ of the scale. With his extensive experience and his large network, he is always the right contact person, even when it comes to the most complex and unique fund concepts.

His numerous board memberships and chairmanships in international fund companies over the last twenty years underscores his expertise in providing family offices, asset managers, institutional clients and sales organizations with competent and long-term support in the creation and structuring of fund products. Having worked for both Deutsche Apotheker- und Ärztebank and Commerzbank, he then moved to Oppenheim Kapitalanlagegesellschaft and Oppenheim Fonds Trust. Most recently, Mr. Schmitz was the Head of White Label GCG EMEA, responsible for the client side of the entire white label business of Deutsche AWM.

Telephone +49. 2202 8179 666 · m.schmitz@aab-as.de
Klaus Täte
Partner & Senior Sales-Consultant

The proven sales expert has been working in the financial industry for over 20 years and in the fund industry for over 15 years. His career led him via Deutsche Bank, DWS and Frankfurt Performance Management AG to AAB Asset Services.

His career is characterized by leading functions in the investment area, in the group headquarters, in regional responsibility and business management. Broad knowledge in product management, sales support and the management of complex projects characterize his competence profile. He was also a member of a board of directors.

The theme of active sales runs like a red thread through his career. In the first years in the B2C area of wealthy clients and in the last 15 years in the B2B area. In the B2B area, he was responsible for fund sales to asset managers, banks and institutional clients, as well as advising investors on fund structuring. Most recently, he advised professional investors in Germany, Switzerland and Liechtenstein.

In addition to his active sales experience, Klaus Täte has a strong strategic competence in the development of sales strategies, their implementation and practical realization. He also has experience in market research, sales management and controlling.

Telephone +49. 170 210 45 04 · k.taete@aab-as.de
Anja Bertele
Management / Sales Support

The professional career of Anja Bertele led from the Fürst Fugger Privatbank via the Inter-Kredit Money and Securities Trading GmbH to the Augsburger Aktienbank in 1999. At the same time, she was always closely involved with functions in securities technology, securities trading and money trading.

She also brings with her the many years of experience as a board secretary to the WP Management Board into her new role at AAB Asset Services GmbH. Close contact with domestic and foreign investment management companies, as well as the professional support gained from contact with sales partners are the features which benefit both the partners and clients of AAB Asset Services.

Telephone +49. 821 31 95 15-0 · a.bertele@aab-as.de

Interested in working with us?

We’re eager to be of service to you.
Choose from mail, telephone or a personal meeting.