Kalczynski Consult

Our Offerings

Kalczynski Consult GmbH

Kalczynski Consult was founded in April 2021 and has been run as a limited liability company since July 2022. It stands for excellent consulting quality and management know-how. With our many years of experience in the financial sector and our distinctive expertise in strategic planning, we accompany family offices and companies in the financial services industry. If necessary, we can draw on our proven and extensive network.

We stand for strength of implementation, loyalty and integrity.


  • Assumption of board functions in advisory and supervisory boards
  • Consulting for family offices (multi & single) and wealthy families
  • Consulting and support of companies in the financial services industry
  • Participation in companies and firms
  • Cooperation partner for specialised consulting firms in the financial services sector and related areas

Daniel Kalczynski

  • Experienced dynamic manager covering a very broad spectrum of retail and SME banking as well as UHNWI and multi- and single-office business
  • Top management advisor and executive consultant for UHNWIs and entrepreneurial families with a balanced mix of consulting, management and know-how
  • Many years of leadership experience, strong team empowerment skills with a particular focus on motivation in the face of challenging targets
  • Personality with high credibility, loyalty and integrity as well as strong implementation skills
  • Strong expertise in strategic planning – including development of new business areas and approaches with a passion for customer-focused innovation
From 01/2023Managing Director PTS Vermögensverwaltung
From 04/2021Foundation of Kalczynski Consult GmbH
(Foundation 04/2021, GmbH since 07/2022)
Consulting for companies in the financial industry as well as multi- and single-family offices. Advisory board and supervisory board mandates.
01/2020 – 12/2020Garden Leave
“Pro bono” consulting and support of
  • two asset managers
  • a start-up in the field of “microfinance” for founders
  • Chairman of the Advisory Board of a multi-family office
06/2012 – 12/2019

Deutsche Bank AG

  • Head FIM / MFO Deutsche Bank Wealth Management Europe Managing Director
  • Member of the Regional Council Wealth Management Europe
  • Member of Management of Branch Business Deutsche Bank AG Germany (Authorized Signatory)
  • Chairman of the Deutsche Oppenheim Family Office Supervisory Board
  • Co-Chairman of Wealth Management Germany Management Managing Director
  • Regional COO of Wealth Management Germany
    Managing Director
  • Member of the Executive Board Germany, Wealth Management Germany
  • Member of WM Germany Regional Council
  • Regional COO of Deutsche Asset- und Wealth Management (Deutsche AWM) Germany
  • Chief Operating Officer (COO) Wealth Management Deutschland
    Managing Director
  • Head of Sales Management Germany, Wealth Management Germany
    Managing Director
  • Head of Regions Germany South Private and Wealth Management
    Member of the Executive Board WM Germany
    Managing Director
11/2007 – 05/2009

norisbank GmbH, Berlin

  • Chief Financial Officer, Chief Operating Officer, Head of IT/Operations & Product Management
  • Member of the Executive Board
    Managing Director
07/1990 – 10/2007

Deutsche Bank AG

  • Munich: Chairman of the Executive Board Deutsche Bank Privat- und
    Geschäftskunden AG, Munich/Bavaria South Region
    Managing Director
  • Düsseldorf: Member of the Executive Board
  • Head Office Frankfurt: Head of Sales Strategy and Steering Support Private Banking Germany
  • Stuttgart: Head of Facility Management, Head of Center of Competence “Space Management for Germany”, Head of Logistics & Control, Supervisor Facility Centres
  • Brandenburg: Investment Adviser / Senior Investment Adviser
  • Esslingen: Investment Adviser
From 2021

Current mandates

  • Family Office Mandates
  • Supervisory board mandates
  • Advisory board mandates
05/2016 – 12/2019Sal. Oppenheim
Chairman of the Supervisory Board
04/2016 – 12/2019Deutsche Oppenheim Family Office AG
Chairman of the Supervisory Board


Get in Touch

Mobile: +49 173 1587503


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