Klaus Täte – AAB Asset Services
- Managing Partner
- AAB Asset Services GmbH
Klaus Täte has over 25 years of experience in the financial services industry. He has held senior positions at leading institutions in Germany. His work combines strategic vision with methodological strength and operational excellence in sales, project management, and consulting.
Career History
AAB Asset Services GmbH, Managing Partner & Senior Sales Consultant
Frankfurt Performance Management AG, Head of Sales
DWS Investment GmbH, Head of German Sales Team Asset Manager
Deutsche Bank AG, Head of Private Banking, Essen
Deutsche Bank AG, Head of Investment Region & Support, Leipzig
Deutsche Bank AG, Project Manager & Head of Cash/Card Services, Frankfurt
Deutsche Bank AG, Head of Private Banking Centre, Dresden
- German fund market expertise and go-to-market strategies
- Development, review, and implementation of sales strategies for investment funds and financial products
- Leadership and development of B2B sales teams (“player-coach” model)
- Strategic restructuring projects in financial institutions
- Product management, sales support, and cost analysis to identify efficiency potentials
- Acquisition and servicing of family offices, asset managers, private banks, institutional investors, and selected B2B2C distribution partners
- ESG and sustainability as competitive drivers
- Strategic thinking and entrepreneurial mindset
- Strong project management skills and consistent goal orientation
- Clarity and decisiveness in strategic discussions
- Ability to translate academic insights into actionable business solutions
- Convincing presence and long-standing experience in client acquisition and relationship management
- Well-established, operationally anchored network across key B2B target groups – particularly among independent asset managers, family offices, private banks, and multipliers. Direct access to distribution partners, fund analysts, consultants, product specialists, and decision-makers.
Sales & Strategic Development
Market entry, competitive analysis, SWOT assessments, sales potential evaluations, and building sales structures for asset managers and fund initiators
Market Sounding
Qualitative market validation through dialogue-based assessments of investment ideas and strategies
Project Management & Consulting
Executive-level project coordination, organizational and structural consulting, cross-functional interface management, and ESG strategy integration in asset management processes
Market Positioning & Technology
Responsibility for positioning, communication, and implementation of technology-driven efficiency tools (incl. CRM systems, IT solutions, and AI applications)