Deutsche Oppenheim Family Office: Best Strategic Asset Allocation Team Germany 2022

Deutsche Oppenheim FO

Deutsche Oppenheim Family Office has grown in strength and scope through a series of successful mergers and acquisitions. It’s the largest family office in Germany and the asset management arm of the country’s largest lender, Deutsche Bank. The firm benefits from the global network of its parent group and a seasoned team with decades of capital market experience. Deutsche Oppenheim Family Office offers a full suite of services tailored to the needs of high-net-worth individuals, entrepreneurs, churches, foundations, and institutional investors. It takes the time to understand each client’s circumstances and objectives, then the strategic asset allocation (SAA) team works within those parameters to quantify opportunities and risks across asset classes. Deutsche Oppenheim Family Office relies on research-backed and practically proven concepts in a proprietary and award-winning Monte Carlo simulation model. The SAA team uses the model to identify the best investment strategies for each client, factoring for complex market relationships including return smoothing and unpredictable events like “black swans”. It applies a “PassivPlus” approach that favours exchange-traded funds (ETFs) over actively managed funds, with a strict data-driven selection process that seeks to remove emotion and human error from the equation. It prioritises alpha generation, multi-dimensional risk management, peer-group analysis and realistic fund benchmarks. The judging panel has unanimously voted for Deutsche Oppenheim Family Office in the award category for the Best Strategic Asset Allocation Team in Germany — for the fourth consecutive year in 2022.

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