Sal. Oppenheim jr. & Cie

What Sal. Oppenheim jr. & Cie does

Deutsche Oppenheim Family Office AG, operating under the legacy name Sal. Oppenheim jr. & Cie, is a German private banking and family office firm headquartered in Cologne with origins dating to 1789. The firm delivers comprehensive wealth management services to high-net-worth individuals, families, and foundations, encompassing wealth strategy development, ongoing portfolio administration, succession and inheritance planning, foundation establishment, sustainable investing, real estate advisory, and access to private equity, infrastructure, and impact investments through network partners. Its core product suite spans strategy formulation (Vermögensstrategie-Entwicklung), ongoing administration and transparency reporting (laufende Vermögensverwaltung), succession preparation including Stiftung structuring (Vermögensnachfolge-Planung), manager selection (Vermögensanlage und Partner-Auswahl), real estate and equity-stake consulting, and an integrated sustainability advisory (Nachhaltigkeits-Beratung) with add-on modules for strategic asset allocation, investment fund selection, and wealth reporting/controlling.

The firm operates without any disclosed proprietary technology platform; service delivery is human-advisor-driven and grounded in established wealth management methodologies rather than automated or technology-mediated processes. Operating geographies are concentrated in Germany, with a single disclosed office at Im Klapperhof 7-23 in Cologne.

The business model is a fee-based advisory practice: revenue is generated through retainer fees for wealth management advisory services and asset-based fees tied to assets under advice or management, with pricing individually negotiated based on client complexity, scope, and relationship. Distribution is exclusively direct, executed by qualified relationship managers through phone, email, and in-person advisory meetings targeting enterprise-scale HNW clients; there is no digital onboarding, no mass-market channel, and no intermediary distribution. Customer segments are horizontally divided between HNW individuals/families (primary) and foundations/charitable endowments (secondary), with both served through the same relationship-driven enterprise GTM motion.

Name

Sal. Oppenheim jr. & Cie

Legal name

Deutsche Oppenheim Family Office AG

Website

https://oppenheim.de

Company type

Private

Founded year

1789

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Deutsche Oppenheim Family Office AG (formerly Sal. Oppenheim jr. & Cie) is a Cologne-based German private banking and family office firm providing bespoke wealth management, succession planning, sustainable investing, and real estate/alternative-investment advisory to high-net-worth families and foundations.

Ownership category

akta.pro rank

Product category

Private Wealth Management and Family Office Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Private banking services
• Wealth management advisory
• Family office services
• Succession planning
• Sustainable investing

Headquarters

HQ city

Cologne

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management and Advisory Fees: The firm generates revenue through fees for comprehensive wealth management advisory services, including asset allocation strategy development, ongoing portfolio administration, and selection of external investment managers. Revenue is derived from a combination of retainer fees for advisory services and potentially asset-based fees tied to assets under management or advice.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Deutsche Oppenheim Family Office AG (formerly Sal. Oppenheim jr. & Cie) provides bespoke wealth management and family office services to high-net-worth private clients, families, and foundations. Its core offerings include the development of individualized wealth strategies, ongoing administration and transparency over multi-asset portfolios, succession and inheritance planning, investment consulting with curated external manager selection, real estate and private equity advisory, and sustainable wealth management consulting.

Product overview

Deutsche Oppenheim Family Office AG is a single-family office offering an integrated suite of wealth management services. The core offering combines strategic asset strategy development with ongoing administration and succession planning. Supporting services include strategic asset allocation, investment fund selection, real estate and private equity consulting, sustainability advisory, and comprehensive wealth reporting. The company provides holistic wealth management addressing strategy development, implementation, ongoing administration, and multi-generational wealth transfer.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Strategy Development (Vermögensstrategie-Entwicklung)

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Network and Cooperation Partners (Private Equity, Infrastructure, Impact Investments)minorOthersThe firm maintains relationships with network and cooperation partners in the areas of private equity, infrastructure investments, and impact investments. These partnerships provide clients with access to exclusive investment opportunities beyond traditional asset classes. Partners appear to be minor, supplementary relationships rather than core strategic alliances.

Recent moves4 records

Expansion highlights4 records

Direct peers

• Bethmann Bank: Bethmann Bank is Deutsche Bank's dedicated multi-family office for HNW clients in Germany, offering integrated wealth advisory, succession planning, and foundation services. It is the closest direct peer to Deutsche Oppenheim given similar target segment, multi-family office structure, and comprehensive service suite.
• Donner & Reuschel: Donner & Reuschel is a Hamburg-based German private bank (LBBW subsidiary) serving HNW families, foundations, and family offices with bespoke wealth management and asset allocation. Comparable on German-market focus, foundation/HNW client base, and discretionary/advisory mandates.
• Berenberg: Berenberg is one of Germany's oldest private banks (founded 1590), offering private wealth management, asset management, and investment banking to HNW/family-office clients. Comparable on heritage-driven brand equity, German private banking franchise, and full-spectrum HNW services.
• FERI AG: FERI is a German investment consulting and family office advisory firm serving HNW private clients, foundations, and family offices with strategic asset allocation and manager selection. Directly comparable on multi-asset advisory, foundation services, and family office mandate focus.
• Quirin Privatbank: Quirin Privatbank is a Berlin-based German private bank specializing in independent wealth advisory for HNW individuals and foundations, with a fee-only advisor model. Comparable to Deutsche Oppenheim in target client profile and advisory-led service philosophy.
• Hauck & Aufhäuser Lampe Privatbankiers: Hauck & Aufhäuser Lampe is a German private bank formed from the merger of Hauck & Aufhäuser and Bankhaus Lampe, focused on private wealth, asset management, and family office services for HNW individuals. Direct comparable on multi-family office offerings and German HNW/UHNW target market.
• Bankhaus Metzler: Metzler is a Frankfurt-based, family-owned German private bank serving HNW/private wealth clients across generations with portfolio advisory, succession planning, and asset management. Comparable to Deutsche Oppenheim in its owner-influenced governance, German-market focus, and relationship-led HNW model.

Broad incumbents

• HSBC Private Bank Germany: HSBC Private Bank (Germany) serves HNW and UHNW clients with wealth advisory, succession, and cross-border solutions. Comparable on HNW client focus and comprehensive advisory, though competes from a global wealth platform with cross-border capabilities Deutsche Oppenheim lacks.
• UBS Wealth Management Germany: UBS Wealth Management Germany is the German arm of global UBS Wealth Management, serving HNW/UHNW clients and family offices. Comparable on HNW/UHNW target segment and family office services, but operates at much larger scale and with broader international reach.

Emerging players

• DJE Kapital AG: DJE Kapital is a German asset manager and wealth manager serving HNW private clients with discretionary mandates and ESG-aligned strategies. Comparable on German HNW focus and investment management capabilities, though more product-led than full family office.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sal.-oppenheim

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sal. Oppenheim jr. & Cie