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Awards

Continuity of client support stems from trusting the consistent quality of our services. Our services are recognised by independent audit authorities and for many years we have been continually awarded top ratings for our advisory activities and competence.

CFI.co Award

In the context of its award programm, the London-based international CFI business magazine seeks to identify individuals and organisations that create demonstrable added value for clients by applying excellent consulting and "best practice" investement approaches on an annual basis.

The magazine's readers are invited to cast their votes in the context of the CFO.co award programm, whereby voting ist possible throughout the year. The relevant category is determined by the jury according to its assessment as the nominee's largest contribution.

This year, the CFI.co jury distinguished Deutsche Oppenheim as the "Best Strategic Asset Allocation (SAA) - Team Germany 2019" for its PassivPlus product.

The SAA plays an outstanding role in the entire investment process an is therfore the first and most important step in the PassivPlus model.

The investment concept that is based thereon as second step follows the thesis of using passvie ETFs as a basis and active funds where it pays off.

Trusted Wealth Manager

Deutsche Oppenheim Family Office AG has been awarded the FUCHS | RICHTER PRÜFINSTANZ seal of trust.

At the beginning of 2016, FUCHS | RICHTER PRÜFINSTANZ, a joint project of the FUCHSBRIEFE publishing house and Dr. Richter | Institut für Qualitätssicherung und Prüfung von Finanzdienstleistungen GmbH (IQF), set up a permanent monitoring system for banks and asset managers in Germany.

The objective is to create transparency for private banking clients as to whether providers treat their clients fairly and what distinguishes them from others.

The categories of "public sources", "specialist lawyers", "customers", and "employees" are each assigned the typical traffic light colours of red, yellow, and green. Additionally, there is a grey label for parties whose status is still pending the audit process. 

Only when the green light either comes on in all five categories or flashes in a single category, does the trust indicator turn green as well, thereby displaying complete trustworthiness.

Banks and/or their branches as well as asset managers that show a green traffic light in all five test categories may bear the "Trusted Wealth Manager" seal of the Private Banking auditor.

Elite Report 2019

Deutsche Oppenheim Family Office AG was awarded the "summa cum laude" Rating bei Elite Report für the twelfth consecutive year.

FondsConsult 2018

A total of 18 funds were audited.

The FOS Rendite und Nachhaltigkeit [FOS Return and Sustainability Fund] was rated “excellent”.

Four of them received the top rating of "excellent", while eight were assessed "good" and three "satisfactory". For three funds, the result was merely “sufficient”.

Detailed questionnaires were prepared and expert discussions were held.

Fuchsbriefe

Deutsche Oppenheim was rated "excellent" by the German financial information service provider Fuchsbriefe in the category "Investment Proposal Foundation Assets".

The audit system consists of five categories and weighting depends on the requirements in the concrete case.

A distinction is made between excellent, good, satisfactory, sufficient or poor performance in the individual audit categories.

37 providers were audited in total.

Private Banker International

Deutsche Oppenheim Family Office won "Outstanding Family Office Proposition in Germany" in Private Banker International's inaugural German-focused awards.

RenditeWerk

The RenditeWerk specialty service awards the distinction “Stiftungsfonds des Jahres" (foundation fund of the year) to four funds on an annual basis. In 2018, the FOS Rendite und Nachhaltigkeit fund is the winner and takes first place.

   

RenditeWerk

In order to be granted the seal, a fund must meet five criteria:

1. Flexibility - the fund must invest in several asset classes / regions / industries and be able to flexibly react different market phases. Active asset management funds are generally eligible.

2. Profitability - the fund must have proven the ability to outperform competitors. The decisive element hereby is its return compared to a group of similarly oriented funds.

3. Secure hedging - the fund should meet eligibility criteria in terms of wealth preservation as well. This can either manifest in a defensive strategic selection of asset classes (limited proportion of shares, investment mainly in bonds or in equally safe asset classes), a sophisticated multi-investment or a special hedging system. Possible hedging system options are, for instance, an absolute return approach or another form of overlay.

4. Sustainability - foundation investment must increasingly meet sustainability criteria. Achieving the highest possible degree of ethical, ecological and social sustainability is, however, not the main concern. What matters is a convincing and tenable concept.

5. Cost-consciousness - foundations are investors that handle rather large volumes and have long-term objectives; i.e., they may reasonably expect goodwill as regards a fund’s fee structure. This in particular applies to the management fee (in connection with a profit-dependant component) as well as to other distribution and portfolio commissions.

 

RenditeWerk

In order to be granted the seal, a fund must meet five criteria:

1. Flexibility - the fund must invest in several asset classes / regions / industries and be able to flexibly react different market phases. Active asset management funds are generally eligible.

2. Profitability - the fund must have proven the ability to outperform competitors. The decisive element hereby is its return compared to a group of similarly oriented funds.

3. Secure hedging - the fund should meet eligibility criteria in terms of wealth preservation as well. This can either manifest in a defensive strategic selection of asset classes (limited proportion of shares, investment mainly in bonds or in equally safe asset classes), a sophisticated multi-investment or a special hedging system. Possible hedging system options are, for instance, an absolute return approach or another form of overlay.

4. Sustainability - foundation investment must increasingly meet sustainability criteria. Achieving the highest possible degree of ethical, ecological and social sustainability is, however, not the main concern. What matters is a convincing and tenable concept.

5. Cost-consciousness - foundations are investors that handle rather large volumes and have long-term objectives; i.e., they may reasonably expect goodwill as regards a fund’s fee structure. This in particular applies to the management fee (in connection with a profit-dependant component) as well as to other distribution and portfolio commissions.