Publications

Publications

Unfortunatly, our publications are only available on the German language version.

Thank you for your interest.

Awards

Elite Report

Steady, reliable advice is one of our strengths. This implies that you need to be able to trust in the quality of our advice over time. Independent auditors have repeatedly recognised our performance. Time and again, we have won awards for our advisory efforts and for our competence.

For the thirteenth year in a row, Elite Report rated Deutsche Oppenheim Family Office AG with a “summa cum laude” top score.

cfi.co

CFI, a London-based international financial magazine, gives out regular, annual awards to persons and organisations which reliably create value-added for their clients by providing excellent advice and pursuing best practice investment approaches.

The magazine’s readers are asked to vote in the CFI.co award programmes during the year. A jury then decides on the winners in the individual categories based on their contributions.

This year, the CFI.co jury named Deutsche Oppenheim the “best strategic asset allocation (SAA) team in Germany 2021” for its PassivPlus product.

The SAA plays a major role for the investment process, which is why it is the first and most important step under the PassivPlus concept.

The detailed investment concept is developed in the third step. It uses passive ETFs as a basis and invests in actively managed funds whenever doing so makes sense.

Trusted Wealth Manager

The typical traffic lights red, yellow and green are assigned to the individual traffic light categories "public sources", "specialist lawyers", "customers", "employees". Additionally there is the traffic light gray. Meaning: switched off, test period is still running.

Only if the green light is displayed in all five categories or it flashes in only one category, the trust traffic light turns green and indicates full trustworthiness.

Banks/bank branches and asset managers that have a green traffic light in all five test categories are allowed to use the "Trusted Wealth Manager" trust seal of the Private Banking Test Authority.

This private banking provider is subject to ongoing monitoring by the private banking inspection authority (www.prüfinstanz.de). He is certified to deal fairly with customers. Please find out more about this at www.pruefinstanz.de/TrustedWealthManager/Vertrauensampel."

CIO View

Cookies policy:

This website uses cookies in order to improve user experience. If you close this box or continue browsing, we will assume that you are happy with this. For more information about the cookies we use or to find out how you can disable cookies, see our Cookies Notice.
Only necessary cookies Accept all cookies

Other country

Other country