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Michael Benz

Investor

Senior Berater, Vermögensmanagement / Family Officer at Qcoon Invest

Karlsruhe

About

Michael Benz is a Family Officer at Qcoon and a Certified Financial Planner with more than 17 years of experience in banking. He works in a dual capacity, providing long-term solutions focused on private equity for single-family clients while advising mid-market entrepreneurial families through the firm's multi-family office division. His practice specializes in serving first-time wealth holders following successful business transactions.

Experience

  1. QcoonFamily Officercurrent2025 — presentKarlsruhe, Baden-Württemberg, Germany
  2. ODDO BHFSenior Relationshipmanager Private Wealth Management2022 — 2024Baden-Baden, Baden-Württemberg, Germany
  3. LBBWRelationshipmanager Key Account Privates Vermögensmanagement (Professional)2020 — 2022Karlsruhe, Baden-Württemberg, Germany
  4. LBBWVermögensmanager / Relationshipmanager (Lead Professional)2018 — 2020Stuttgart Region
  5. LBBWVermögensmanager / Relationshipmanager (Senior Professional)2017 — 2018Stuttgart
  6. LBBWVermögensmanager / Relationshipmanager (Professional)2014 — 2017Stuttgart
  7. LBBWTrainee zum Vermögensmanager2013 — 2014Stuttgart
  8. Sparkasse KarlsruheDualer Student2010 — 2013Karlsruhe
  9. Börse StuttgartPraktikant2010Stuttgart
  10. Landesbausparkasse Baden-WürttembergAuszubildender im Verkauf/Vertrieb2007 — 2010Karlsruhe, Baden-Württemberg, Deutschland

Education

  1. Financial Planning Standards BoardCertified Financial Planner2019 — 2021
  2. Ludwigshafen University of Business and SocietyMaster of Business Administration - MBA, Finance2015 — 2018
  3. Frankfurt School of Finance & ManagementFinancial Planner, Financial Planner2018
  4. Frankfurt School of Finance & ManagementFinancial Consultant, Financial Consultant2016 — 2017
  5. Baden-Wuerttemberg Cooperative State University (DHBW)Bachelor of Arts, BWL-Bank2010 — 2013

Skills & more

Privates Beteiligunskapital1Portfoliomanagement1Nachlassplanung1Corporate AdvisoryVermögensverwaltungNeukundenakquise6Vertrieb4Certified Financial Planner (CFP)2Private Banking3Kapitalmärkte2Anlageberatung1Investmentstrategien1
+5 moreVermögensallokationFinanzierungsberatungGanzheitliche FinanzplanungVermögensverwaltungsleistungenVermögensabsicherungsplanung
  • Certified Financial Planner® (CFP)FPSB Germany

From Michael's professional profile.

Colleagues at Qcoon Invest

Frequently asked questions

Where does Michael Benz work?
Michael Benz is Senior Berater, Vermögensmanagement / Family Officer at Qcoon Invest.

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