Sustainability in our company:

To us, sustainability is not just a buzzword or a convenient marketing tool. Instead, the concept of sustainability is deeply rooted in our corporate identity. We are proud to be one of the first wealth managers to have integrated sustainability in our management and advisory procedures, and by now, we can look back on almost twenty years of expertise in this area.

We want to continue our efforts and undertake a process of steady corporate development in order to remain your reliable, competent and innovative partner in the area of sustainability.

We have signed the Finance for Biodiversity Pledge. Please click here for more detailed information:

Biodiversity Pledge

Corporate sustainability – our contribution to a more sustainable future

Sustainability = Sustainability has been a crucial feature of Deutsche Oppenheim’s corporate culture for more than ten years now. Almost 20 years ago, we already included sustainability criteria in our clients’ portfolios, and back in 2009, we launched our “FOS Rendite und Nachhaltigkeit” fund, a sustainable investment product.
Our actions and efforts are based on the 17 Sustainable Development Goals (“SDGs”) of the United Nations (UN).

Sustainable Development Goals

Focus on environmental impact (ESG - Environmental)

We want to improve our own environmental footprint in the long run, too. To that effect, we launched a cooperation with ClimatePartner in 2021 and had ClimatePartner calculate and analyse our carbon emissions for the second year in a row now. Our offices at Cologne (Oppenheimstraße), Grasbrunn, Frankfurt and Hamburg are now “ClimatePartner certified offices”.

A ClimatePartner certification requires five steps:

    1. Calculate carbon footprints - carbon emissions are measured across Scopes 1, 2 and 3. Scope 1 emissions include all direct emissions, in our case from refrigerants and company vehicles. Scope 2 emissions refer to indirect emissions, for example for electricity or heating procured from third parties. Scope 3 emissions cover other emissions, for example from water, upstream energy and fuel usage, business travel, employees commuting to work or employees working at home.
    2. Set reduction targets - we aim to reduce our carbon emissions by 2% each year between 2020 and 2025.
    3. Define and implement reductions - we aim to achieve the targets by improving our energy efficiency (transition to green power, installing LED lighting etc), creating incentives to use energy-efficient transport (public transport, e-mobility) and involving our staff in our climate action efforts.
    4. Finance climate projects - we have chosen two climate projects to compensate our remaining carbon emissions. The first project promotes clean wind energy in Chile and thus contributes to three SDGs (SDG 7 – affordable and clean energy, SDG 8 – decent work and economic growth and SDG 13 – climate action). The second project supports communities in Eritrea in repairing damaged wells and securing the supply of clean drinking water in the long run. This project contributes to four SDGs (SDG 3 – good health and well-being, SDG 5 – gender equality, SDG 6 – clean water and sanitation and SDG 13 – climate action).
    5. Communicate transparently - please click on the following link to learn more about our certification:

Climate Partner

Living social responsibility (ESG - Social)
We pay particular attention to our employees and to creating a supportive corporate culture. We attach considerable importance to employee health, labour rights and professional opportunities and training. For example, we offer regular medical check-ups by an external health provider. Moreover, we support not only mandatory training, but also suppleentary studies and professional training.

Sustainability-oriented advisory and corporate procedures (ESG - Governance)
We steadily continue our sustainability efforts. All departments are involved in the development and improvement of sustainability-oriented advice and sustainability-related products, services and procedures.

Our sustainable services and product offerings

  • Active asset management with a sustainability approach
  • Consulting of the FOS Investment funds with a sustainability approach
  • Consulting on sustainability strategies
  • Sustainability oriented analysis (Sustainability reporting)
  • Network partner access for impact investements

Our sustainability attributes

Create a successful green future together

Rely on acitve management to increase your fortune in sustainable way

AII eng.png

Our way towards sustainability

Sustainability = ESG

As of now, there is no generally accepted definition of “sustainability”. The acronym “ESG”, however, stands for three dimensions of the concept: environmental, social and governance issues.
The sustainable services we offer take these three aspects into account, as they provide quantitative, measurable and comparable data that can be used in addition to qualitative factors (which are always subjective to some extent). For this purpose, we rely on the comprehensive database of our cooperation partner ISS-ESG, which is not only highly competent, but also offers the latest available data and has always been a reliable partner.

The figures below will give you an idea of the issues covered by ESG. By monitoring these topics, we can arrive at a quantitative measure of a company’s sustainability performance.

ESG englisch final.png

Five steps towards a sustainable portfolio

We will be happy to accompany you on your way.

Please scroll down to see how we can help you to undertake a sustainability-oriented restructuring of your portfolio. We will be happy to accompany you on your way and provide you with our sustainability-oriented services, which are based on years of expertise and regularly expanded to include the latest trends on the market for sustainable investments. Just click on the five steps towards a sustainable portfolio for a first overview. We will be happy to assist you in restructuring your fortune in a sustainable way – please get in touch.

Übersichtsseite 5 goldene englisch.png

Based on: Forum Nachhaltige Geldanlagen e. V. (November 2019) 

1. Theoretical Analysis of the Status Quo

1. Goldener Schritt englisch.png

2. Strategy Development

2. Goldener Schritt englisch.png

3. Practical Analysis of the Status Quo

3. goldener Schritt englisch.png

4. Strategy Determination

4. Goldener Schritt englisch.png

5. Practical Implementation

5. Goldener Schritt englisch.png

Our active contribution to climate protection


PLANTING TREES on the shores of Lake Spitzing

July 2022

As of this year, Deutsche Oppenheim Family Office AG is officially a zero-emissions company. Our partnership with Climate Partner has enabled us to reach this goal (see “Sustainability in our company”).

We offset our carbon emissions via several climate projects, among them “Combined project regional tree planting”. It is in this context that Climate Partner has invited us to a number of tree planting efforts in Germany.

A long-term colleague from our Keferloh/Grasbrunn office accepted the invitation and went to the shores of Lake Spitzing to make an active contribution to climate protection.

“Mr Simon Tangerding and Mr Paul Killguss from the German environmental organisation Schutzgemeinschaft Deutscher Wald explained in a short introduction why 3-year-old European silver fir saplings with a height of about 30 cm were to be planted in an existing forest. The purpose was to rejuvenate the forest, to make it resilient against storms and snow and to prevent its becoming too dry in summer.

We were told how to use our spades and plant the saplings and planted a total of 300 small fir trees. The trees will now grow for 60 – 80 years until they reach their final height. However, Schutzgemeinschaft Deutscher Wald estimates that about 20% of the saplings will not reach that age.”

After this experience, we can safely say that one conviction has taken firm root in our company: we want to continue our sustainable engagement!