Profil
Sven-Uwe Ulbrich is the founder of Oaklet GmbH, which was founded in 2006.
He is currently a Managing Director at W&P Financial Services GmbH, a Director at PEH-Tochter Oaklet GmbH, a Director at Axxion Deutschland Investmentaktiengesellschaft, and a Co-Managing Director at Coraixx GmbH & Co. KGaA.
He previously held the position of Chairman-Management Board & CEO at capsensixx AG, Managing Director at PEH Wertpapier AG (Germany) from 2011 to 2019, Managing Director at PEH Wertpapier AG, Managing Director at W&P Financial Services GmbH (Germany) from 2014 to 2020, and Managing Director at PEH Wertpapier AG (Austria).
Postes actifs de Sven-Uwe Ulbrich
| Sociétés | Poste | Début |
|---|---|---|
Oaklet GmbH
 Oaklet GmbH Investment ManagersFinance Part of PEH Wertpapier AG, Oaklet GmbH provides financial consultancy services. The company is based in Frankfurt am Main, Germany. The German company was founded by Sven-Uwe Ulbrich. Sven-Uwe Ulbrich has been the CEO since incorporation. Oaklet was acquired by PEH Wertpapier AG on December 18, 2006. | Directeur Général | 01/06/2006 |
| PEH-Tochter Oaklet GmbH | Directeur/Membre du Conseil | - |
| Axxion Deutschland Investmentaktiengesellschaft | Directeur/Membre du Conseil | 01/09/2014 |
W&P Financial Services GmbH
 W&P Financial Services GmbH Investment ManagersFinance W&P Financial Services GmbH (W&P) is the Austrian portfolio management subsidiary of PEH Wertpapier AG (FR: PEH) in Germany. Established in 1999, the firm is based in Vienna with additional offices in Frankfurt and Munich, Germany, and specializes in the management of mutual funds, hedge funds, absolute return products and segregated accounts for high-net worth and institutional clients. | Directeur Général | 15/12/2015 |
Coraixx GmbH & Co. KGaA
 Coraixx GmbH & Co. KGaA Miscellaneous Commercial ServicesCommercial Services Coraixx GmbH & Co. KGaA provides accounting services. The company is headquartered in Frankfurt, Germany. | Directeur Général | - |
Anciens postes connus de Sven-Uwe Ulbrich
| Sociétés | Poste | Fin |
|---|---|---|
W&P Financial Services GmbH (Germany)
 W&P Financial Services GmbH (Germany) Investment ManagersFinance W&P Financial Services GmbH (Germany) (W&P-Germany) is the German financial services division of Austria-based W&P Financial Services GmbH, which is owned by PEH Wertpapier AG (FRA: PEH) in Germany. Founded in 1999, W&P-Germany is headquartered in Munich and manages assets for high-net worth individuals and institutional clients. | Directeur Général | 08/04/2020 |
PEH Wertpapier AG (Germany)
 PEH Wertpapier AG (Germany) Investment ManagersFinance PEH Wertpapier AG (Germany) (PEH Germany) is the investment advisory division of PEH Wertpapier AG (FR: PEH) in Germany. Established in 1981, the firm is based in Frankfurt and aims to provide sustainable performance through a disciplined and systematic approach to risk management to a range of individual and institutional clients including banks, insurance companies, foundations and pension schemes. | Head-Equity Investments | 30/12/2019 |
| CAPSENSIXX AG | Directeur Général | - |
PEH Wertpapier AG (Austria)
 PEH Wertpapier AG (Austria) Investment ManagersFinance Peh Wertpapier AG (Austria) (PW-IAustria) is the Austrian investment management subsidiary of PEH Wertpapier AG (FR: PEH) in Germany. Founded in 1998 and headquartered in Salzburg, PW-IAustria manages a wide range of Luxembourg-based mutual funds for institutional clients and private investors. They work in close partnership with Vienna Portfolio Management AG. | Director of Investments | - |
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Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| PEH WERTPAPIER AG | Finance |
| CAPSENSIXX AG | Finance |
| Entreprise privées | 8 |
|---|---|
Oaklet GmbH
Oaklet GmbH Investment ManagersFinance Part of PEH Wertpapier AG, Oaklet GmbH provides financial consultancy services. The company is based in Frankfurt am Main, Germany. The German company was founded by Sven-Uwe Ulbrich. Sven-Uwe Ulbrich has been the CEO since incorporation. Oaklet was acquired by PEH Wertpapier AG on December 18, 2006. | Finance |
| PEH-Tochter Oaklet GmbH | |
PEH Wertpapier AG (Germany)
PEH Wertpapier AG (Germany) Investment ManagersFinance PEH Wertpapier AG (Germany) (PEH Germany) is the investment advisory division of PEH Wertpapier AG (FR: PEH) in Germany. Established in 1981, the firm is based in Frankfurt and aims to provide sustainable performance through a disciplined and systematic approach to risk management to a range of individual and institutional clients including banks, insurance companies, foundations and pension schemes. | Finance |
PEH Wertpapier AG (Austria)
PEH Wertpapier AG (Austria) Investment ManagersFinance Peh Wertpapier AG (Austria) (PW-IAustria) is the Austrian investment management subsidiary of PEH Wertpapier AG (FR: PEH) in Germany. Founded in 1998 and headquartered in Salzburg, PW-IAustria manages a wide range of Luxembourg-based mutual funds for institutional clients and private investors. They work in close partnership with Vienna Portfolio Management AG. | Finance |
| Axxion Deutschland Investmentaktiengesellschaft | |
W&P Financial Services GmbH
W&P Financial Services GmbH Investment ManagersFinance W&P Financial Services GmbH (W&P) is the Austrian portfolio management subsidiary of PEH Wertpapier AG (FR: PEH) in Germany. Established in 1999, the firm is based in Vienna with additional offices in Frankfurt and Munich, Germany, and specializes in the management of mutual funds, hedge funds, absolute return products and segregated accounts for high-net worth and institutional clients. | Finance |
W&P Financial Services GmbH (Germany)
W&P Financial Services GmbH (Germany) Investment ManagersFinance W&P Financial Services GmbH (Germany) (W&P-Germany) is the German financial services division of Austria-based W&P Financial Services GmbH, which is owned by PEH Wertpapier AG (FRA: PEH) in Germany. Founded in 1999, W&P-Germany is headquartered in Munich and manages assets for high-net worth individuals and institutional clients. | Finance |
Coraixx GmbH & Co. KGaA
Coraixx GmbH & Co. KGaA Miscellaneous Commercial ServicesCommercial Services Coraixx GmbH & Co. KGaA provides accounting services. The company is headquartered in Frankfurt, Germany. | Commercial Services |