Pateo Investments GmbH

Investment and asset advice

Pateo Investments GmbH
4.94 out of 5
Excellent
165 Reviews
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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...
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Contact information

Pateo Investments GmbH
Kurfürstendamm 62
10707 Berlin
Germany

Contact person
Elke Stange

Websites

100% Recommended
5 stars 159
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Implementation
Consulting
Customer service
Excellent (4.94)
Cost-performance ratio
Excellent (4.87)
Top competencies

Professionalism

4.98 out of 5
43 Reviews

Customer loyalty

4.95 out of 5
43 Reviews

Customer focus

4.91 out of 5
43 Reviews

165 Reviews on ProvenExpert.com

4.94 out of 5
Excellent
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.
5.00 out of 5
Excellent
Recommendation
With Pateo Investments I feel that my money is safely invested.
The advice is exceptional. As a client, I am invited to a few events a year, so I can also evaluate the atmosphere within the colleagues. It is nice to see that there are still intact teams with so many individuals and is also an example that if it is exemplified from the top, in their case Mr. Wu, it can only be professional and harmonious downwards.
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Customer review & rating for:
Pateo Investments GmbH
01/20/2023Tayfun K.
Pateo Investments GmbH Comment from Pateo Investments GmbH:
Thank you very much, Mr. K., for taking the time to give us your feedback. It is even nicer if this confirms that we can continue in the same way - namely to act sustainably and in partnership in the interests of the customer.

Many greetings from your Pateo team
5.00 out of 5
Excellent
Recommendation
The entire follow-up financing process went smoothly. From the exploration of the offers, to the mediation with the bank, to the support after the conclusion of the contract, when there was a need for clarification with the mediated bank. In the end, we have top conditions, competent and sympathetic advice from Ms. Chao and a clear recommendation for Pateo Investments. Thank you very much.
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Customer review & rating for:
Pateo Investments GmbH
10/22/2022G.
Pateo Investments GmbH Comment from Pateo Investments GmbH:
Thank you for your great feedback!
4.82 out of 5
Excellent
Recommendation
Ms. Chao has already fully accompanied our construction financing in 2014 and worked out the optimal mix for and with us. Even later, when it came to a small refinancing, she was fast and flexible with the right solution for us. I had made a note of the recommended dates for any sensible debt rescheduling, so that we have now also secured the refinancing of the expiring IB loan in good time before the interest rate level explodes completely. So we can go into the next few years quite reassured. We have always felt very well advised and looked after. Can only warmly recommend the Baufi at Pateo and especially Ms. Chao. Years of experience, high customer orientation and always eager to find solutions.
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Customer review & rating for:
Pateo Investments GmbH
09/22/2022Torsten J.
Pateo Investments GmbH Comment from Pateo Investments GmbH:
Dear Mr. J.,

Thank you very much for your great feedback as well as the time you took for it. We look forward to working with you in the future.

Your Pateo Team
5.00 out of 5
Excellent
Recommendation
I was very satisfied with my financing partner Andrea Chao from the very beginning! I couldn't ask for better advice and support. The content of the word partnership and dealing at eye level is lived here. With Andrea Chao the person is always in the center. Wishes and needs are taken seriously and are reflected in the very personal consultation, which I actually perceive as very friendly.
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Customer review & rating for:
Pateo Investments GmbH
09/18/2022Peter P.
5.00 out of 5
Excellent
Recommendation
The most beautiful thing in the course of financing our house was to be looked after by the branch manager, Mrs. Andrea Chao! Despite all the obstacles, she always continued to look after us competently and reliably. Thanks to your guidance we are looking forward to our home!
Also in the future we will take the opportunity to be advised by Pateo Investments GmbH and of course we can only recommend it!
Kind regards
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Customer review & rating for:
Pateo Investments GmbH
09/16/2022P.
Pateo Investments GmbH Comment from Pateo Investments GmbH:
Thank you very much for your kind words about our work. The financing team around Mrs. Chao is very pleased.

Your Pateo Team
5.00 out of 5
Excellent
Recommendation
After the appointment with Mr. Trebeljahr I decided to become a customer of Pateo Investments. The discussions are professional, committed but also very transparent. I thank you very much for the good and open advice.
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Customer review & rating for:
Pateo Investments GmbH
05/30/2022Thomas B.
4.91 out of 5
Excellent
Recommendation
We were very satisfied with our financing partner Andrea Chao from the very beginning! Starting with a good analysis of the initial situation and the requirements for our construction financing, to the determination of alternative courses of action and offers as well as the reaction to unforeseen difficulties and their solution, everything was there. We would particularly like to emphasize the time flexibility and personal commitment of Ms. Chao to the realization of our financing.
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Customer review & rating for:
Pateo Investments GmbH
05/11/2022Andreas und M.
5.00 out of 5
Excellent
Recommendation
The advice given by Mr. Trebeljahr was detailed, friendly and understandable. I felt understood as a customer and in very good hands. All questions were answered quickly and competently.
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Customer review & rating for:
Pateo Investments GmbH
05/03/2022H.
5.00 out of 5
Excellent
Recommendation
For us, the search for a suitable property has dragged on for 1 year. Regardless of the request to Ms. Chao in Halberstadt, we were always provided within a very short time a comprehensive offer and further there were always useful tips from her. Impressive was also her speed, which in the end saved us interest rate increases and secured more favorable conditions.
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Customer review & rating for:
Pateo Investments GmbH
05/02/2022Marco B.
4.20 out of 5
Good
Recommendation
The advice from Ms. Chao was, as always, very friendly and personal. She also made me aware of the idea of mortgaging the house in old age. This is a very reassuring idea. I would recommend her at any time.
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Customer review & rating for:
Pateo Investments GmbH
05/01/2022D.
4.80 out of 5
Excellent
Recommendation
Good day, the satisfaction of Pateo Investments, results from the care and expertise, the respective employee, in our case, Ms. Choa.
We are very satisfied with the advice and planning, to the finished result, that is, the follow-up financing.
The consultation took place exclusively and in detail on the telephone, nevertheless Mrs. Choa, on our personal questions and needs dealt.
We recommend you with pleasure, with kind regards Fam Schmidt
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Customer review & rating for:
Pateo Investments GmbH
04/24/2022S.
4.80 out of 5
Excellent
Recommendation
We were/are very satisfied with the personal support and advice provided by Ms. Andrea Chao from Pateo, based in Halberstadt/ Saxony-Anhalt. Reachable at any time, competent and above all friendly and customer-oriented.
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Customer review & rating for:
Pateo Investments GmbH
04/24/2022Anonymously
5.00 out of 5
Excellent
Recommendation
Mrs. Andrea Chao has been with us for several years now and we appreciate her competent and very friendly manner.
She has always taken a lot of time and has always tried to respond to our wishes and needs.
We always felt very well taken care of.
She was always there to help us with our financial planning. If we had any questions, she was always available.
Ms. Chao is very trustworthy and we would take her advice again at any time. We recommend her with a clear conscience.
The cooperation of the entire team is very harmonious and there is good consultation between Ms. Chao and other employees.
We thank Ms. Andrea Chao and the rest of the team for the years of support and super advice.
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Customer review & rating for:
Pateo Investments GmbH
04/23/2022M.
Pateo Investments GmbH Comment from Pateo Investments GmbH:
Dear family M.,

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
We have been very satisfied customers of Ms. Chao in Halberstadt for almost 16 years now. With her experience, competence and always, for the customer, goal-oriented commitment, we were successfully accompanied by Ms. Chao through now two construction financing. We would and have Mrs. Chao without reservation also in the closest family and circle of friends further recommended. This shows the satisfaction and trust in Mrs. Chao in the Pateo branch Halberstadt, because as a proverb already says: "with money the friendship stops".
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Customer review & rating for:
Pateo Investments GmbH
04/14/2022M.
5.00 out of 5
Excellent
Recommendation
I was very satisfied with the employee Mrs. Susann Balzer from the branch in Halberstadt. Have already the good performance in terms of money, passed on to acquaintances.
Simply wonderful.
Already that there are such employees.
Good greetings sends Ulli Fischer.
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Customer review & rating for:
Pateo Investments GmbH
02/04/2022Ulli F.
5.00 out of 5
Excellent
Recommendation
Ms. Andrea Chao from Pateo in Halberstadt was a highly competent consultant who provided me with a financing plan tailored to my individual needs. Both advice as well as the personal accompaniment and active support are to be rated as particularly outstanding. It is also particularly noteworthy that she was always available to me in a solution-oriented manner when problems arose.
Many thanks at this point!!!
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Customer review & rating for:
Pateo Investments GmbH
01/04/2022Bauherr aus H.
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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: 03/06/2023   |  Report profile

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