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Recently private philanthropic initiatives have grown significantly throughout Europe prompting socially-minded high net worth individuals to seek more efficient ways of distributing their wealth between family and society.

As part of our "holistic" approach to wealth, Deutsche Bank Private Wealth Management has developed a programme entitled “Wealth with Responsibility” which structurally integrates socially responsible education, investments and donations into the processes of wealth management, financial planning and the transfer of family legacies or businesses. This essentially allows philanthropic issues to take a strategic place in the management of your wealth.

The inclusion of a philanthropic dimension into the wealth management process is not only a way of contributing to society, but is also an efficient way of building family inheritance while crystallising family values around worthy and responsible projects.

This innovatory program has been developed in the US since 1995. In Spain, with the aim of offering a top-quality service, we are collaborating with specialists from the Fundación Lealtad in the search for the best possible solutions for our clients with philanthropic aspirations.

 

We add value via six principal channels:

• Our capacity to offer integral management of significant fortunes composed of financial and non-financial assets
• Our access to the resources of a major global bank, leader on capital markets, with a constant capacity to generate new products
• The high level of expertise of our wealth managers, whose average experience in the business is 15 years
• Our open architecture system allows us to offer Deutsche Bank's products as well as those of other banks or financial institutions
• By managing a limited number of clients, we can offer the highest quality service to each
• Our clients may choose the management style that is best suited to their profile and their individual needs: benchmark, absolute return, flexible or value