Discretionary Portfolio Management
When you choose our investment management services, you set out your financial ambitions and we invest on your behalf – so you can stay focused on the bigger picture.
How does discretionary portfolio management work?
You set the course, dedication keeps you on it
We will work with you to set goals, establish your risk tolerance and discuss future liquidity needs, so we can take care of the day-to-day management and implementation of your investments for you.
Selecting a portfolio to suit your profile
Whether you choose a standard discretionary management solution or one of our customised options, your assets will be invested by us based on your risk profile and your investment objectives. We will guide you through the different features of each option during your portfolio selection.
Staying invested for the long term
Our goal is to continue to achieve solid and sustainable risk-adjusted performance over the long term, with our global network of experts as your constant support throughout.
Why choose us to manage your investments?
-
Experienced risk managers
Navigating market complexity can be demanding and sudden volatility can lead to instinctive reactions. Our discretionary approach is designed to remove emotion from the equation and make investment decisions based on our portfolio managers’ extensive experience as risk managers.
-
Expert asset allocation
Strategic asset allocation forms the nucleus of our investment DNA. Our portfolio managers cover investment profiles across multi asset, equities and fixed income, and can design bespoke investment solutions to suit your specific needs.
-
Worldwide resources, local relationships
Our Chief Investment Office provides a global perspective, monitoring risks and opportunities across markets and working with your portfolio manager to help react and rebalance your portfolio accordingly.
A modular approach to investing, designed for you
Our active, modular approach to investing has robust discretionary methodology at its core. We work with you to thoughtfully build a portfolio that best suits your needs, while giving you control and flexibility over how your portfolio is allocated.
Built with you in mind, Deutsche Bank’s modular and flexible portfolio combines current market opportunities with leading solutions from our discretionary platform, as well as high-conviction ideas and long-term investment themes.
We provide you with an offering that spans the full range of asset classes, empowering you to invest with confidence.
*Past performance is not indicative of future returns.
Tell us about your investment vision
We’d like to learn more about your ambitions for the future and how we can support your investment needs – both day-to-day and for the long term.
Recent insights
Event report
London Family Office Conference 2026: family office perspectives on building resilience across generations
The interpersonal dimension of governance, balancing discipline with agility and managing geopolitical risk were central themes in this panel discussion at the Deutsche Bank Family Office Conference in London.
Jul. 13, 2026
Event report
NextGen New York: broadening perspectives on wealth, markets, art and legacy
Deutsche Bank’s NextGen New York seminar brought the next generation of client families together for three days of discussion, insight and connection across investing, markets, art, family office structures, legacy and entrepreneurship.
Jul. 09, 2026
Feature article
Family office succession planning: preparing the next generation of leaders
Amid what could be the largest wealth transfer in history, family offices face a critical task: preparing younger family members for the responsibilities – and legacy – they will inherit.
Jul. 01, 2026
Entrepreneurship
Wealth management for founders – from start-up to scale
As start-ups scale, founders often face a complex journey navigating the shift from concentrated, illiquid wealth to more structured financial planning – balancing growth, liquidity and long-term goals.
Jun. 22, 2026
Feature article
Family office legacy planning: shaping purpose beyond capital
Family offices are redefining legacy beyond financial capital considerations, embedding shared values, purpose and long-term intent into governance frameworks, investment decisions and intergenerational stewardship.
Jun. 19, 2026
Event report
London Family Office Conference 2026: from uncertainty to strategy
Explore key insights from Deutsche Bank’s London Family Office Conference 2026, where global experts and family offices discussed trends, strategies and opportunities.
Jun. 16, 2026
Event report
London Family Office Conference 2026: advancing technology and positioning for structural shifts
The pace of AI adoption, valuations and the agility of family offices were central themes in this discussion on positioning for technology-driven change at the Deutsche Bank Family Office Conference.
Jun. 16, 2026
Event report
NextGen Paris: building knowledge for the next generation of wealth
Deutsche Bank Private Bank’s NextGen Paris Seminar brought the next generation of clients together for two days of discussion, insight and connection centred on investing, wealth planning and the future of family wealth.
Jun. 04, 2026
Feature article
La Dolce Vita: Italian real estate for globally mobile UHNW families – resilience, lifestyle and value
Italian luxury real estate combines resilient pricing with lifestyle appeal across prime locations shaped by history and understated glamour. We examine why this continues to attract ultra-high-net-worth buyers.
Jun. 03, 2026
See More