Pateo Investments GmbH

Investment and asset advice

Contact information
Pateo Investments GmbH is your personal architect in all matters concerning your assets. As a company with many years of experience in international capital markets, we specialize in the holistic support of private and institutional investors. Our...

Contact information

Pateo Investments GmbH
Kurfürstendamm 62
10707 Berlin
Germany

Contact person
Elke Stange

100% Recommended
5 stars 177
3 stars 0
2 stars 0
1 star 0
Excellent (4.93)
Cost-performance ratio
Excellent (4.86)
Top competencies

Professionalism

4.98 out of 5
46 Reviews

Customer loyalty

4.96 out of 5
46 Reviews

Customer focus

4.91 out of 5
46 Reviews

185 Reviews on ProvenExpert.com

4.93 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
We have been using the services of Pateo Investments GmbH for just over a year and are very satisfied with the entire team. In particular, our advisor/asset manager Roni Saig continues to impress us with his competent and very personable approach. He has excellent specialist knowledge combined with the ability to explain things clearly. He always keeps an eye on what is best for us and our current situation and explains the pros and cons. This regularly results in a more intensive and personal advisory experience than with our banks.
All processes and transactions were processed quickly and reliably. The services go far beyond traditional investment advice thanks to the excellent network (company succession, wills, tax advice). We recommend Pateo Investments GmbH and Mr. Roni Saig without reservation.

K+L
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Customer review & rating for:
Pateo Investments GmbH
07/19/2024K.
5.00 out of 5
Excellent
Recommendation
I particularly appreciate the individual advice and support in the professional development and value enhancement of my fund investments. The Pateo team is always available and responds with direct feedback in analog and digital communication. The detailed on-site meetings at the PATEO office are very personal and characterized by mutual interaction and trust.
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Customer review & rating for:
Pateo Investments GmbH
07/18/2024Prof. Dr. Michael M.
5.00 out of 5
Excellent
Recommendation
We have been a client of Pateo Investments GmbH Berlin for several years and feel that we receive competent and trustworthy support.
Our advisor is always on hand with help and advice. We look forward to continuing our cooperation.
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Customer review & rating for:
Pateo Investments GmbH
07/15/2024Anonymously
5.00 out of 5
Excellent
Recommendation
I have been a customer of Pateo for many years and have known some of the employees for even longer. I like the calm, unagitated approach and I feel that I receive excellent all-round support. I never have the feeling that I'm being "sold" something, but always have the impression that my goals are the focus and that everything is done accordingly.
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Customer review & rating for:
Pateo Investments GmbH
07/01/2024L.
Pateo Investments GmbH Comment from Pateo Investments GmbH:
Dear customer,

Thank you for your many years of loyalty and the trust you have placed in Pateo. We are delighted to hear that you feel so comfortable and well looked after by us. We look forward to continuing to support you on your journey and achieving your goals together. Thank you for your positive review and your valuable feedback!

Your Pateo Team
4.60 out of 5
Excellent
Recommendation
Good accessibility, friendly and professional approach
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Customer review & rating for:
Pateo Investments GmbH
07/01/2024Dr. P.
5.00 out of 5
Excellent
Recommendation
We have been a client of Pateo Investments GmbH for 3 years now and have always felt very well looked after. The knowledge of Geng Jun Wu and the team is invaluable and has always helped us to make the right decisions. We are very grateful to have Pateo at our side and can recommend the company to anyone who is looking for reliable and trustworthy guidance in financial and investment matters.
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Customer review & rating for:
Pateo Investments GmbH
06/20/2024Anonymously
Pateo Investments GmbH Comment from Pateo Investments GmbH:
Dear customer,

On behalf of the entire Pateo team, we would like to thank you very much for your time and the great review and compliment. This is both a motivation and an incentive to remain true to our philosophy of putting customer service first.
Many thanks and best regards
Your Pateo Team
5.00 out of 5
Excellent
Recommendation
The friendly and competent advice from Ms. Andrea Chao is very good. The financing was implemented quickly. Always happy to return.
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Customer review & rating for:
Pateo Investments GmbH
04/04/2024Anonymously
5.00 out of 5
Excellent
Recommendation
We were very satisfied with Ms. Chao, she is always on hand with help and advice. Always open and honest. Problem-free procedure with the bank and, above all, fast payment.
Thank you very much!
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Customer review & rating for:
Pateo Investments GmbH
04/03/2024P.
5.00 out of 5
Excellent
Recommendation
Dear Pateo Investment GmbH, especially dear Ms. Chao,

We would like to thank you from the bottom of our hearts for your excellent support in arranging a loan. Your professional and personal approach impressed us from the very beginning and won our trust.

The team around Ms. Chao not only has a deep understanding of our individual needs but also handled our case with great care and dedication. Communication was always transparent, friendly and efficient. We felt well informed and supported at all times.

What particularly impressed us was the speed with which Ms. Chao handled the matter. From inquiry to final approval, the time taken was surprisingly short, without compromising on thoroughness. This efficiency more than met our expectations. The terms of the loan were also extremely satisfactory and reflect your commitment to customer welfare.

In summary, we can highly recommend the services of Pateo Invenstment GmbH and especially Ms. Chao. Not only did she meet our expectations, she exceeded them in every way. Thanks to you, we can approach our financial goals with confidence and optimism.

Thank you again for your outstanding work and excellent customer service. We look forward to working with Ms. Chao's team in the future and are 100% happy to recommend her.
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Customer review & rating for:
Pateo Investments GmbH
12/11/2023Familie F.
Pateo Investments GmbH Comment from Pateo Investments GmbH:
Dear Fox family,

Thank you very much for your positive feedback and warm words. We are very pleased that you were so satisfied with our support in arranging your loan. Your recognition of our professional and personal approach, especially by Ms. Chao, means a lot to us and encourages us in our daily work.
Your trust and recommendation are the best compliments we can receive.
Thank you once again for your evaluation and your trust in Pateo.

Your Pateo Team
5.00 out of 5
Excellent
Recommendation
Ms. Chao was a great help to me and was always available. I am very grateful to her for standing by my side. She gave me good advice and support in all areas.
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Customer review & rating for:
Pateo Investments GmbH
12/01/2023P.
5.00 out of 5
Excellent
Recommendation
We live near Kassel and have been working with Pateo Investments GmbH in Halberstadt for several years. We felt that we were in good hands at all times and were comprehensively informed about all options, risks, etc. As a result, we were always shown solutions that were tailored to our wishes and needs. As a result, we were always shown solutions that were tailored to our wishes and needs. We can therefore recommend Pateo Investments GmbH, in particular Ms. Andrea Chao, without reservation and would like to thank her for the excellent cooperation!
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Customer review & rating for:
Pateo Investments GmbH
11/22/2023W.
5.00 out of 5
Excellent
Recommendation
Hello ,

I can only recommend the work of Ms. Chao PATEO Finanz from Halberstadt.
She tries to achieve the best possible results for her clients.
Her approach is always professional and goal-oriented.

We are very satisfied and would like to thank her for her excellent advice.

Haake Jana and Jörg
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Customer review & rating for:
Pateo Investments GmbH
11/21/2023Jana H.
5.00 out of 5
Excellent
Recommendation
Very high praise! We have worked with Ms. Chao from Pateo several times; first we need a refinancing for our property at home in Germany and were very impressed with the options and conditions she could give us. And then we needed a not easy foreign financing for a property in Mallorca and found an excellent partner in Ms. Chao for this as well. She was very well versed in our situation and had excellent and different ideas and in the end the exact solution for us. We are super satisfied how we got everything on track with her extensive help. Thank you very much, dear Ms. Chao, that was 1A work!
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Customer review & rating for:
Pateo Investments GmbH
06/12/2023T.
5.00 out of 5
Excellent
Recommendation
We went to Ms. Chao in Halberstadt to find a suitable real estate financing for our house.
Already in advance, we were informed in detail about the possibilities of financing, both for a new building, as well as for an existing property. This took place comfortably on the computer, also by Mrs. Chao.
However, the actual consultation then took place in a personal meeting.
In the end, we had several options to choose from and decided on the most suitable one in our eyes.
The applications for KfW and the bank were quickly submitted by Pateo and have since been approved.
We were and are overall very satisfied and feel well advised.
Clear recommendation from us.
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Customer review & rating for:
Pateo Investments GmbH
06/12/2023S.
5.00 out of 5
Excellent
Recommendation
In our two-year real estate search, we were advised on the subject of financing by Ms. Andrea Chao. We were and are very satisfied with her expertise. Ms. Chao was available for us 24/7 and supported us quickly and without complications. She reacted very well to any problems with credit institutions and always knew a solution. We could always rely on your help.
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Customer review & rating for:
Pateo Investments GmbH
06/12/2023T.
5.00 out of 5
Excellent
Recommendation
A few years ago we turned to Pateo Ms. Chao in Halberstadt regarding home financing. It followed the advice and implementation of the follow-up financing, a new bank and other models on the financial market. Now again financial changes were pending and here there was only the way to Pateo GmbH for us. A rapid elaboration of the financing with our expert Mrs. Chao from Halberstadt took place and we must thank again for the cordial and expert consultation and treatment of Mrs. Chao. Her interest in the financial market is very well passed on to her customers. We are happy to have found such a great and above all trustworthy financial expert. Dear Ms. Chao, we thank you!
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Customer review & rating for:
Pateo Investments GmbH
06/01/2023Bettina F.
5.00 out of 5
Excellent
Recommendation
I have been working with some of the team at Pateo since before Pateo even existed.
It's great to see what a competent, fast, reliable and friendly team has been united at Pateo.
I feel that I have received excellent and competent service at all times.
The speed of response is impressive!
Whether in asset management, financing or technical assistance, one always has a personal contact person who takes the issues seriously and implements solutions successfully and unbureaucratically.
The personal support goes far beyond the level I have experienced myself at renowned private banks.

Even a Pateo cannot perform miracles (most of the time), but in good times one benefits to a great extent and in bad times negative impacts are well managed and minimized. I always have the feeling that I am in good hands and feel safe and well looked after.

Even if the personal support via all modern media or on site, actually leaves nothing to be desired, I would be happy about a presence office in southern Germany :-)

I am glad about the really very good cooperation with Pateo and wish Pateo and the team behind it all the best and continued success.
Stefan Schlosser
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Customer review & rating for:
Pateo Investments GmbH
03/06/2023Herr S.
Pateo Investments GmbH Comment from Pateo Investments GmbH:
Dear Mr. Schlosser,

on behalf of the entire Pateo team, we would like to sincerely thank you for your kind words and the time you took to evaluate us. This is not only a motivation and incentive at the same time, but also a confirmation for all of us that we are on the right track with our philosophy and our culture.

And of course we were happy to take note of the discreet hint to consider an office in Munich. Who knows what the future will bring.

Best regards from Berlin
Your Pateo Team
5.00 out of 5
Excellent
Recommendation
Very fast response time! Super professional team! Most important point: Excellent economic performance with high human and support quality at the same time! I can recommend without reservation
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Customer review & rating for:
Pateo Investments GmbH
02/28/2023Prof. Dr. Tobias W.
Pateo Investments GmbH Comment from Pateo Investments GmbH:
Dear Prof. Dr. Winkler,

Thank you very much on behalf of the entire Pateo team for your great feedback. We are very pleased that we have been able to accompany you for many years in a trustworthy manner and to assist you in word and deed in all asset and financial matters. Best regards from Berlin Charlottenburg.

Your Pateo Team
5.00 out of 5
Excellent
Recommendation
At Pateo Investments, investment assets are in very good hands across generations!
The company principles are implemented and lived by all employees.
As a customer, I feel that I am being taken by the hand and cared for competently and trustingly in every contact.
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Customer review & rating for:
Pateo Investments GmbH
02/05/2023Constanze R.
Pateo Investments GmbH Comment from Pateo Investments GmbH:
Dear Mrs. R.,

May I thank you on behalf of Pateo for your great review and kind words. There is nothing better than an honest and at the same time so motivating feedback. It shows that we are exactly right with our philosophy.
We are looking forward to further and trustful cooperation.

Your Pateo Team
5.00 out of 5
Excellent
Recommendation
Extensive and reliable personal advice
Show original
Customer review & rating for:
Pateo Investments GmbH
01/23/2023E.
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All reviews and experiences about Pateo Investments GmbH are the subjective opinions of those who compose and submit them  |  The profile owner is responsible for the contents of this page  |   Profile active since 08/27/2015  |  Last update: 07/19/2024   |  Report profile

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