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:



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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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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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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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

Tobias Fischer

Research Assistant

+49 (0)261 6509 392
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Meltem Maler

Research Assistant

+49 (0)261 6509 395
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  • Professor Gunter Dufey, PhD
    Professor Emeritus
    University of Michigan

  • Michael Kohl
    Head of Asset Management
    Commerzbank AG
  • Professor Dr. Bernd Meyer
    Head of Multi Asset and Chief Strategist
  • 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
    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
    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
    d-fine GmbH

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

Supporters of the CAWM

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

With the PTV Group, WHU – Otto Beisheim School of Management was able to win an innovative sponsor. In July 2020, Christian U. Haas, CEO of PTV Group, and Professor Dr. Markus Rudolf, Dean of WHU, signed a sponsorship agreement and paved the way for a three-year collaboration.

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Professor Markus Rudolf on the Wirecard scandal

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Despite the special situation, members of the Allianz Endowed Chair of Finance from WHU - Otto Beisheim School of Management and the Chair of Banking and Financial Controlling from the University of Bamberg followed the invitation to the Hotel Nationalpark in Illmitz. This year, for the first time,...

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A research paper by our doctoral student Nabil Alkafri titled “The value-drivers of risk parity and its component portfolios” has been featured in the latest edition of the Institutional Money Magazine.

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