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:
Focus on environmental impact (ESG - Environmental)
We want to improve our own environmental footprint in the long run, too. We therefore had our CO2 emmissions calculated and analyzed over a period of three years. This analysis has given us a comprehensive overview of where our CO2 emissions are generated and how we can successively reduce and avoid them in the future.
Living social responsibility (ESG - Social)Rely on acitve management to increase your fortune in sustainable way
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.
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.
Based on: Forum Nachhaltige Geldanlagen e. V. (November 2019)
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!
