In a test by the Munich-based Institute for Asset Accumulation (Institut für Vermögensaufbau – IVA) and finance magazine Euro Finanzen, Sal. Oppenheim was rated “very good”, and thus among “Germany's best private bankers”, as the magazine reported in its July edition.

The foundation experts at Sal. Oppenheim jr. & Cie. once again achieved a top position in the list of all-time best foundation managers in the 2011 market test conducted by the FUCHSBRIEFE publishing house.

In April 2011 the European Fund for Southeast Europe (EFSE) won the Tageblatt Award 2011 at the Morningstar Luxembourg Fund Awards. In awarding the prize, the economic editors of the Luxemburger Tageblatt acknowledged the contribution the fund has made to the economic situation and standard of living in south-eastern Europe and the Caucasus region. The fund is managed by Oppenheim Asset Management Services S.à r.l. and registered in Luxembourg.

Two Oppenheim Kapitalanlagegesellschaft funds won a total of four prizes at the Lipper Fund Awards Germany in February 2011. The Oppenheim DA mixed fund won three awards in the category “Mixed Asset EUR Balanced – Europe” over three, five and ten years. The Oppenheim Portfolio 1 won an award in the category “Bond Euro – Short Term over 10 years”.

First place for Oppenheim Portfolio 1! Oppenheim Kapitalanlagegesellschaft’s mutual fund was awarded the Deutscher Fondspreis 2011 by the financial advice magazine, FONDS professionell. In the category for global, mixed, EUR-denominated, conservative bonds, the fund managed by Michael Henkel outshone the 174 competitors, maintaining the top position for the fifth year.

Elite Report gave awards to 49 recommendable asset managers at the 6th Asset Management Convention, which took place at the Residenz in Munich. As in the previous year, the independent testers gave Sal. Oppenheim the grade “cum laude”.

In November 2010 the European Fund of Southeast Europe (EFSE) was presented the “Outstanding Innovator” award at the G-20 meeting in Seoul as part of the G-20 SME Finance Challenge. A worldwide vote in early November 2010 saw the fund take first place by a large margin. Initiated by KfW in 2005, the fund is now managed by Oppenheim Asset Management Services S.à r.l. in Luxembourg.

The German Institute for Service Quality (Deutsche Institut für Service-Qualität – DISQ) and the Center for Quantitative Risk Analysis (CEQURA) at the Ludwig Maximilian University Munich carried out a joint study to examine the quality of risk management provision by asset managers. The overall winner with excellent results was Sal. Oppenheim, followed by Credit Suisse and HSBC Trinkaus & Burkhardt in third place. The service awarded was based on OpalS, the innovative risk analysis system used by Oppenheim Vermögenstreuhand GmbH.