PWM has a long-standing experience in supporting wealthy customers worldwide. more
Private Wealth Management
Our Private Wealth Management business possesses many years of experience and expertise with sustainable investments.
For many years now, PWM has been offering sustainable investment products to our clients, such as diverse public funds offerings, individual wealth management mandates, and (issue-) specific funds solutions.
PMW plans to intensify and to considerably expand these activities.
Our sustainability products and services
Discretionary Portfolio Management with Sustainable Investments
Discretionary portfolio management with sustainable investments gives our Private Wealth Management clientele an exclusive opportunity to make use of their liquid assets and their securities portfolios with impact. Our wealth management department assesses potential investment opportunities – corporate, government and supranational organisation securities – according to sustainability criteria which are based on the research of our renowned partner oekom Research AG. Of course, our customers will remain able to shape their mandates’ investment guidelines by their own positive and negative lists. more
Contact:
Ralf Rudolf (Tel. +49 69-910-45862, ralf.rudolf@db.com)
Wealth Management with Sustainable Investments (in German) (PDF / 58,5 KB)
Philanthropical Wealth Management
You'd like to give something back to society by establishing a foundation in your name? PWM supports you in establishing foundations for sustainable purposes and by taking over administrative tasks related to Philanthropical management. more
Contact:
Frank Kamp (Tel. +49 69-910-22671, frank.kamp@db.com)
Individually Tailored Products
Sustainability aspects and personal ethical restrictions are key issues in our advisory activities. Years of experience enable us to translate our customers’ personal priorities into concrete financial goals. PWM gives wealth investors access to future-oriented sustainable investments, for example in solar power projects. more
Sustainable Investment Funds
Sustainable investments are an integral part of PWM’s approach to advice. This also includes the diversified offering of sustainable investments funds by third party suppliers.
As Deutsche Bank’s Private Wealth Management, we have committed ourselves to a thorough, demanding due diligence and selection process of third party investment products which enables us to provide „best advice“ for our clients as part of their strategic asset allocation.
Wilhelm von Finck AG: New sustainability fund WvF Rendite und Nachhaltigkeit
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With its new retail fund WvF Rendite und Nachhaltigkeit (WKN: DWS0XF, launch date: 3 September 2009) Wilhelm von Finck AG addresses investors which target security-oriented returns. In collaboration with oekom research AG, which is responsible for the sustainability analysis, a fund concept based on the WvF “core-statellite” investment approach is realised. Two distributions per year are to meet the cash-flow needs of investors from the foundation segment, companies and retail investors. A monthly reporting on all fund positions ensures high transparency versus the investors.
Contact:
Stefan Freytag (Tel: +49 89-4569-1611)
Wilhelm von Finck AG
Sustainable closed-end investment
A major focus when selecting closed-end investments for our clients is sustainability. Accordingly, our Private Wealth Management offers investments in photo-voltaic facilities in the sunniest regions of Europe, globally diversified portfolios of forest stands, forest management and timber industry, investments in listed climate protection and green-tech companies, as well as investments in green buildings, i.e. highly efficient buildings in terms of energy consumption, the use of water and CO2 emissions.
Contact:
Jörg Fuhr (Tel.: +49 69-910-42832, joerg.fuhr@db.com)
Further initiatives
Cooperation with oekom research AG
Since June 1st 2009, PWM has been cooperating with oekom research AG (Munich), Germany's leading provider of sustainability research. Deutsche Bank exclusively uses oekom's reseach for its sustainable wealth management mandates and the public fund "Wilhelm von Finck - return and sustainability" offerings. Together with oekom, Private Wealth Management has defined its own list of exclusion criteria in order to ensure that, in line with our customers’ wishes, only companies with an exceptional sustainability profile are being taken into account.oekom Image Brochure (in German) (PDF / 1.61 MB)
Microfinance
With ”db Microfinance Invest No. 1”, we developed a financial product in 2007 which was the first one adjusted to the demands of private clients who want to invest purposefully into sustainability. At the time, it was the world’s first securitization of microcredits with external rating. The fund has been fully placed shortly after its launch, but PWM is working on new products in this area.DB Research Study on Microfinance (in German) (PDF / 528 KB)
Press Release about db Microfinance Invest No. 1 (in German) (PDF / 18.4 KB)