A team shaped by patience, not by trends
We are a small team of advisors, researchers, and writers based in Bodenheim, on the banks of the Rhine. Many of us came from larger financial institutions, where we noticed the same pattern again and again: good advice was available, but it was often buried under sales targets, complicated fee structures, and language designed to intimidate rather than inform.
We wanted something different — a place where the emphasis is on understanding, not on selling. Today, our work centers on explaining sustainable wealth building and financial planning clearly, so that every visitor leaves with a better sense of how to think about their own household finances, whatever stage of life they are in.
Milestones along the way
Our story has unfolded gradually, one careful decision at a time. These are the moments that shaped how we work today.
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2003
A small partnership takes root
CATUS AG Vermögensverwaltung was founded in Bodenheim by a small group of advisors who wanted to build long-term relationships with local families rather than manage a large book of transactional clients. Our first office was little more than a single room, but our commitment to plain-language advice was fully formed from day one.
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2008 – 2009
Lessons from a difficult period
The global financial crisis reshaped how we think about risk. We spent those years listening closely to worried households and came away convinced that resilience — reserves, insurance, and realistic budgeting — had to come before any conversation about investment growth.
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2012
Introducing our sustainability framework
We formalized the principles that now guide our published guidance: environmental and social responsibility considered alongside financial durability, and plans built to be genuinely sustainable for the households who follow them.
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2016
Community workshops begin
We started hosting informational evenings in Bodenheim and neighboring towns, walking neighbors through budgeting basics, retirement planning, and the fundamentals of long-term investing — free of charge and free of any sales pitch.
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2019
A larger home on Am Kümmerling
As our team and our library of guidance grew, we moved into our current offices, giving us the space to host visitors comfortably and to expand our research and writing work.
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2022
Expanding our informational resources online
We brought much of our written guidance online for the first time, making our perspective on sustainable wealth building accessible to a wider audience beyond our immediate region.
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Today
A new generation joins the team
We continue to welcome advisors and researchers who share our founding belief — that patient, transparent, and sustainable thinking about money serves families far better than any shortcut ever could.
"Every milestone in our history has come from the same source: a family asking a question we could not yet answer well enough, and our team spending the time needed to answer it properly." — CATUS AG Vermögensverwaltung, Team Reflection
Want to know how we think about your particular situation?
Learn more about the areas we focus on, or reach out directly to our team in Bodenheim.