-- As one of the leading integrated financial services groups in the United States, The Charles Schwab Corporation (Charles Schwab) has grown into a globally recognized financial institution since its founding in 1971. Headquartered in Westlake, Texas, the company is listed on the New York Stock Exchange (NYSE: SCHW) and, as of 2025, holds a market capitalization of approximately $120 billion, ranking among the top players in the global brokerage and asset management industry.
Guided by the principle of “Investor First”, Charles Schwab serves both individual and institutional clients. Its core businesses include:
•Securities Brokerage: Trading and research of stocks, bonds, mutual funds, and ETFs
•Wealth and Asset Management: Long-term portfolio management, retirement planning, and family wealth solutions
•Banking Services: Savings, lending, credit cards, and cash management solutions
•Investment Advisory and Consulting: Strategic advice and market analysis for individuals, corporations, and institutions
Today, the company manages tens of millions of active accounts worldwide and is renowned for its digital platforms and low-cost trading, making it a key partner for retail and institutional investors alike.
International and European Market Presence
In Europe, Charles Schwab operates through its London office, providing research, advisory, and cross-border asset allocation services. In recent years, the company has strengthened its focus on the German market as European investors show growing interest in U.S. equities and ETFs.
German Market and Core Team
Research activities in Germany are led by Prof. Dr. Markus Heller, a well-known German economist and capital markets expert. Having held senior roles at Charles Schwab’s U.S. headquarters and London office, he specializes in U.S.–German equity linkages, ETF strategies, and risk budgeting models. Currently based in Frankfurt, he advises German banks and institutional clients while also serving as a visiting professor at the Frankfurt School, bridging academia and practice.
Anna Fischer serves as Research Assistant and Client Coordinator. With professional experience at Deutsche Bank and Ernst & Young, she is responsible for data monitoring, client onboarding and compliance, research briefings, and roadshow coordination. Acting as the first point of contact, she plays a vital role in communication and in translating research into actionable outputs.
Professional Impact
During his tenure in London, Prof. Heller developed the European ETF screening and rebalancing framework, which remains in use across the industry today. More recently, his team’s German market reports — such as the “Relative Performance Windows of German Equities in the U.S. Dollar Cycle” series — have attracted attention from banks, asset managers, and family offices. By translating complex macroeconomic dynamics into executable strategies, his team has become a key voice in German equity and ETF research.
Outlook
As global capital markets become increasingly interconnected, Charles Schwab continues to leverage its European research and advisory presence to support cross-border investment strategies.
The Frankfurt-based team not only delivers specialized insights into the German market but also strengthens the firm’s influence within Europe’s financial hub. Going forward, the company aims to combine the global perspective of its U.S. headquarters with localized market expertise, helping institutional and individual investors alike capture opportunities across global markets.
Contact Info:
Name: Markus Heller
Email: Send Email
Organization: Charles Schwab, U.K., Limited
Website: https://www.schwab.com/
Release ID: 89169133
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