Wealth | Deutsche Asset & Wealth Management

Wealth Management

Wealth Management – at a glance

It is our ambition to be the lead, trusted and globally-linked partner for wealthy individuals,
their families, and institutional clients. We dedicate ourselves to effective performance that is
characterized by integrity, impartiality and complete confidentiality and will provide benefits by
leveraging the far-reaching capabilities and deep expertise of Deutsche Asset & Wealth
Management as well as Deutsche Bank Group.

180,000 clients

serviced from 130 locations across APAC, Europe and the Americas¹

 

 

¹ Source: Deutsche Bank, Data: as of December 31, 2012.

~900

wealth relationship managers dedicated to private individuals and high-net-worth clients¹

EUR 298 bn

assets under management for private clients¹

 

Advisory & Discretionary Mandates

Our advisors and investment specialists are dedicated to creating asset and wealth management solutions for every client need and every risk, return and liquidity preference.

No matter which level of involvement the client prefers each portfolio will benefit from the intellectual capital of our globally integrated platform.

 

Discretionary portfolio management

Our Discretionary Portfolio Management (DPM) service is tailored to each of our clients. It rests on three principles – a disciplined investment process, a dynamic approach to investment decision making, and effective risk management. Clients also benefit from full reporting, liquidity and clear pricing. Investments can be either multi-asset or single asset class. DPM manages around EUR 41bn of assets around the world.

Read more about our investment process

 

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<Advisory & Discretionary Mandates | Deutsche Asset & Wealth Management
Family Office Services

More and more wealthy families are moving towards a family office structure that employs experts in a variety of fields to help families effectively manage their diverse array of holdings, as well as their estate planning needs. Wealth Management globally aims to offer dedicated services for such wealth structures, consolidating matters and providing a holistic service for diversified international portfolios, spanning wealth planning, asset management, real estate consultancy and reporting and controlling, among other services.

Given the importance and encompassing capabilities we have joined family office services in Germany within the Deutsche Oppenheim Family Office AG, now being the largest family office in Germany with and one of the leading providers in Europe. This new family office entity provides the broadest and deepest expertise across all asset classes within the industry and has expertise across all asset classes, including traditional and alternative and liquid and illiquid assets.

As part of the Deutsche Bank Group, Deutsche Oppenheim Family Office is a strong and trustful partner and able to serve client needs with unseen holistic capabilities. Joachim Häger, Head of Wealth Management Germany says: “As required, we can assist our clients to access the international expertise and global network of the Deutsche Bank Group, while maintaining the confidentiality they expect of us."

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Family Office Services | Deutsche Asset & Wealth Management
Loans & Deposits

Our Loan and Deposit products offers a wide range of standardized and customized investment and financing solutions using the Deutsche Bank balance sheet. These are specifically designed to address the often unique and complex needs of high net worth individuals and their families.

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Loans & Deposits | Deutsche Asset & Wealth Management
Cross-Border Services

Financial affairs for more complex wealth have become more and more global. The demand of an elite level of individualised service has risen accordingly.

Given the global span of Deutsche Asset & Wealth Management network we are able to offer our clients direct access to international investment opportunities.

One important element of our cross-border service is to choose the right location with your personal adviser when booking your assets. With our 26 dedicated wealth management booking centres around the globe we have a global network open to fulfil the client’s needs as an individual or corporate client.

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Cross-Border Services | Deutsche Asset & Wealth Management
Philanthropic Advisory & Art

Wealthy individuals and families often have a strong commitment to “giving back” in a range of different ways – whether by supporting local initiatives, a treasured alma mater or society at large. Backed by Deutsche Bank’s traditional corporate responsibility footprint we in wealth management also support our clients to establish philanthropic foundations or funds to realize their philanthropic goals.

Philanthropy can form an intrinsic component of the overall financial portfolio – from ethical investments to the transparent structure of the foundations they support. The offering at Wealth Management creates socially responsible investment portfolios. It can also structure the gifts to encourage the recipients’ own involvement – such as through micro-credit or venture philanthropy. Trust Administration Services can help to set up foundations that will maintain the philanthropic purposes over the longer term.

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Art

Promoting art has been a focus of Deutsche Bank’s cultural activities for more than 30 years. We are globally committed to art, its protagonist and current tendencies, which is not least manifested in Deutsche Bank’s substantial art collection.

Comprehensive expertise and a considerable art network has been established within Deutsche Bank, hence we in Wealth Management offer our clients new contemporary views, valuable access and contacts and continuative support concerning individual art engagements.

Art Mag - The Art Magazine
Philanthropic Advisory & Art | Deutsche Asset & Wealth Management
Wealth Planning

Wealth Planning and structuring is an all-encompassing service focusing on the protection and enhancement of wealth for current and future generations. We are experienced in structuring international and complex wealth situations to meet your unique needs as an individual and corporate client whilst at the same time ensuring the continual growth of your investments from a global investment perspective.

How you structure your wealth for the future, increase it and preserve it for the generations to come is a highly personal decision. Whether you're planning for retirement or protecting your family’s assets for the future, your Relationship Manager will help you determine which wealth planning strategies are right for you.

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Wealth Planning | Deutsche Asset & Wealth Management
Private Port

With Private Port we offer Investment Offices a unique platform to stay in control with diversified investments: Transparency across assets with multiple banks or managers, in multiple countries, through multiple structures and for multiple beneficial owners can be obtained. All delivered through a serviced and secure workstation directly into the investment office. Investment offices continuously respond to changes in their environment. Being able to respond while maintaining a stable operating platform in the office, that’s what Private Port is about.

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Private Port | Deutsche Asset & Wealth Management