Sustainability in our company:

To us, sustainability is not just a buzzword or a convenient marketing tool. Instead, sustainability as a concept is deeply rooted in our corporate identity. We are one of the first wealth managers to have integrated sustainability in our management and advisory procedures, and by now, we can look back on more than ten years of expertise in this area.
Based on this foundation, we are continuing our 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 is a long-term strategy for us
      Sustainability has been a crucial feature of Deutsche Oppenheim’s corporate culture for more than ten years now. 15 years ago, we already included sustainability criteria in our clients’ portfolios, and back in 2009, with the initiation of the “FOS Rendite und Nachhaltigkeit” fund, a sustainable investment product.
      Our efforts are based on the 17 Sustainable Development Goals (“SDGs”) of the United Nations (UN).

Sustainable Development Goals

            • Keeping the environment in focus (ESG - Environmental)
                    • We aim to improve our environmental footprint in the long run. For that purpose, we calculate our carbon emissions with the help of Climate Partner. Our goal is to reduce carbon emissions gradually over time. W
                    • 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 indirect emissions, for example from upstream water, energy and fuel usage, business travel, emloyees commuting to work or employees working at home.

                      • We aim to reduce direct and indirect carbon emissions in our everyday business. For example, we examine carefully whether business trips are really necessary and try to replace them by video conferences. If we neet to travel, we try to choose environmentally friendly transport.
                              We aim to make public transport more attractive for our employees, raise their awareness or sustainable lifestyle and work options and replace non-sustainable products by sustainable ones.

    • 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!