Discretionary Portfolio Services

 

To take care of the day-to-day management and implementation of your investments, we will work with you to set goals, establish your risk tolerance and discuss future liquidity needs.

Whether you choose an ESG focused discretionary management solution or one of our customised options, your assets will be invested by us in various segments of the capital markets based on your risk/reward profile and your investment objectives. We will guide you through the different features of each option during your portfolio selection.

 

We are proud of our history of multi-asset investing which dates back to 1968. Today, our clients are served by over 160 investment professionals globally who oversee €62 billion[1].

 

Our goal is to continue to achieve solid and sustainable risk-adjusted performance over a longer period of time, with our global network and expertise as your constant support throughout.

 

What sets us apart?

  • Close to 50 years of experience in discretionary portfolio management; our long track record and solid risk-adjusted, long-term performance are all evidence of our success in portfolio management[2].

  • A broad offering of standard and tailored discretionary solutions ranging from single- to multi-asset approaches, benchmark to total-return performance orientation and focused solutions such as ESG (Environmental, Social & Governance)

  • Sophisticated design and implementation of systematic downside protection solutions (our Risk Return Engineering system[3]) with a proven track record of more than 15 years

  • Local portfolio managers on the ground who know their market very well and draw on our global expertise; you can get direct access to your portfolio manager locally

Notes

1.

Source: Deutsche Bank Wealth Management. AuM data as of December 2022.

2.
Past performance is not indicative of future returns.
3.
Certain strategies are available only for “Qualified Purchasers” as defined by the U.S. Investment Company Act of 1940 and ”Accredited Investors” as defined by the U.S. Securities Act of 1933.

In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S.

The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.

No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns. Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive.

This web page is not an offer to buy a security or enter into any transaction. The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consider the sales restrictions relating to the products or services in question for further information. Deutsche Bank does not give tax or legal advice; prospective investors should seek advice from their own tax advisers and/or lawyers before entering into any investment.

Change of name: As part of Deutsche Bank’s Private Bank, the former International Private Bank also adopted this title on July 20, 2023.