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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.

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.