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.

Offerings

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

Professional Stations

From 01/2023	Managing Director PTS Vermögensverwaltung (Multi-Family-Office)
From 04/2021	Foundation 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 – 12/2020	Garden 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 Director 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

Mandates

From 2021	Current mandates Family Office Mandates Supervisory board mandates Advisory board mandates
05/2016 – 12/2019	Sal. Oppenheim Chairman of the Supervisory Board
04/2016 – 12/2019	Deutsche Oppenheim Family Office AG Chairman of the Supervisory Board

From 2021

Current mandates

Family Office Mandates
Supervisory board mandates
Advisory board mandates

05/2016 – 12/2019

Sal. Oppenheim
Chairman of the Supervisory Board

04/2016 – 12/2019

Deutsche Oppenheim Family Office AG
Chairman of the Supervisory Board

Contact

Get in Touch

Mobile: +49 173 1587503

mail@kalczynski-consult.com

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