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

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 award programmes during the year. A jury then decides on the winners in the individual categories based on their contributions.

This year, the jury named Deutsche Oppenheim the “best strategic asset allocation (SAA) team in Germany” 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 fourth 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.prü He is certified to deal fairly with customers. Please find out more about this at"

CIO View

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