News and dates – always remain up to date

Fund platforms bring advisors many benefits, such as detailed reporting and netted portfolios. But how do advisors choose the right platform for their clients?

For the first time, Fondsdepot Bank has voluntarily prepared a sustainability report for fiscal 2020/2021 in accordance with the recognized reporting guidelines of the Global Reporting Initiative (GRI). This is intended to communicate non-financial aspects and the company's commitment to greater…

Demographic developments, pressure on margins and compensation from politics, competition and consumer protection organizations - the succession planning of independent financial advisors and asset managers is becoming increasingly important.

On 23 March 2022 at 19:00 the next industry talk of the association Zukunft für Finanzberatung e.V. will take place. This time, Christian Hormuth, Senior Executive Client Coverage at Fondsdepot Bank, will be taking part. Together with Robert Engel, Head of Business Development Retail Germany at…

In the period from 23.03. - 09.04.2022, Fondsdepot Bank plans to send the year-end documents to all custody account holders.

Confidence prevails in the outlook for the economy and financial markets at the beginning of the year. The particularly highly contagious Omikron variant of the coronavirus is leading to high infection rates, but due to the predominantly mild course of the disease, easing steps are increasing…

Kneip, a global leader in fund data management, regulatory reporting and distribution support, and Fondsdepot Bank, the leading platform for trading and custody of funds in Germany, announce today a new partnership to increase data accuracy in the German fund distribution process, as Kneip launches…

Schutzhöhle e.V. in Hof is committed to helping children who are threatened by sexualised violence or have already experienced it. The association's work has now been supported with a donation of 2,000 euros from the local Fondsdepot Bank, Germany's leading platform for the trading and holding of…

This January, Sebastian Höft, Head of Business Partner Management at Fondsdepot Bank, will be a virtual guest at "Die Fondsplattform" twice.

This year too, the wish lists from the children at the St. Elisabeth Youth Welfare Centre of Diakonie Hochfranken found their way to the employees of Fondsdepot Bank.

In addition to continuous technological development, Fondsdepot Bank has been setting the tone for years by providing individual services for optimal sales support. The in-house VIP broker support plays a central role in this. As of January 1, 2022, Alexander Flechsig will strengthen VIP broker…

Starting next year, Fondsdepot Bank will significantly expand its sales in the area of institutional customers. With Christian Hormuth, Fondsdepot Bank was able to win over a very experienced expert from the financial services industry.

London, 4th November 2021: FNZ, the leading global wealth management platform, has agreed to acquire Fondsdepot Bank, one of Germany’s leading independent trading and custody platforms. Subject to receipt of the necessary regulatory clearances, the acquisition is expected to close mid-2022. Terms of…

Digitization, new requirements from customers and brokers, and structural and personnel reorganization - there is currently a lot going on at Fondsdepot Bank's contact center. In order to focus the customer service of Germany's largest fund platform, Michael Kerpes, who has a great deal of…

AXA Bank GmbH has already been cooperating with Germany's leading platform for trading and safekeeping fund units - Fondsdepot Bank GmbH - since the beginning of 2021. In a further step, AXA Bank GmbH was now merged into Fondsdepot Bank GmbH on October 1, 2021 with entry in the commercial register.

For several years now, myLife Lebensversicherung AG has been working with Fondsdepot Bank on its innovative myLife Invest pension solution. Among other things, Fondsdepot Bank is responsible for providing the securities accounts required for unit-linked life insurance policies, processing all…

In this year's study "Germany's Most Popular Banks 2021" by FOCUS MONEY, Fondsdepot Bank achieved first place in the category of custody and securities trading banks for the second time in a row.

Fondsdepot Bank, Germany's leading platform for trading and storing funds, has developed an "advisor portal" for Allianz Global Investors. This portal is accessed by Allianz's intermediaries, who can manage their clients and the fund products they sell there. For reasons of efficiency, AllianzGI…

Fondsdepot Bank will provide Moonfare with regulatory support to its continued growth across Europe. As part of their agreement, the fund platform has extended its liability umbrella license to operate in select European countries where Moonfare operates.

Fondsdepot Bank has been supporting the Christian-Wolfrum primary school in Hof in various projects for several years. Most recently with a donation of 500 EUR for the redesign of the playground area.

Effective 1 July 2021, Robert Tursi will become the new Chief Financial Officer (CFO) at Fondsdepot Bank. The position had been vacant since Sebastian Henrichs was promoted from CFO to Managing Director of the fund platform in June 2018. Henrichs had been performing the duties in a personal…

On June 23, 2021 at 11:00 a.m., we will once again be virtual guests on " Die Fondsplattform". This time, the focus is on the key function of fund platforms in the standardisation of advisory processes.

In April 2021, Fondsdepot Bank and the consulting and research institute ibi research at the University of Regensburg GmbH signed a partnership agreement. This means that the leading platform for the trading and custody of fund units has become a member of the ibi partner network - an extensive…

In order for products and services to be in demand by consumers, they must be attractive and sought-after. There are many criteria and requirements that must be fulfilled. For example, products and services should not only offer good service and quality - they must also have already satisfied other…

In this year's DEUTSCHLAND TEST "Digital Champions" conducted by FOCUS-MONEY in cooperation with the IMWF Institute for Management and Economic Research and the Hamburg Institute of International Economics (HWWI), Fondsdepot Bank defended its top position from the previous year and was once again…

Christian Brandl will join Fondsdepot Bank, Germany’s leading platform for fund trading and custody, as Head of Sales Operations & Products on April 1, 2021. Brandl returns from FIL Fondsbank, where he served as Sales Director. Until 2016, Brandl was Head of Sales Open Architecture at Fondsdepot…

The topic of “sustainability” is becoming increasingly important – also for the capital investment

Our understanding of sustainability risks includes events or conditions in the areas of environment, social or corporate governance (ESG – Environmental, Social, Governance), the occurrence of which…

On March 3, 2021 at 7:00 p.m., the 22nd branch talk of the association Zukunft für Finanzberatung e.V. will take place. This time, Sebastian Höft, Head of Business Partner Management at Fondsdepot Bank, will be on the virtual podium. Together with Alexander Koch, Deputy Head of Third Party…

After an extraordinary year with a global recession of historic proportions triggered by the Corona pandemic, the global economy and the economic environment for the world economy improved again in the second half of 2020. Nevertheless, the world is struggling with the second major wave of infection…

In view of the implementation of the FinVermV, many brokers are currently toying with the idea of turning their backs on detailed investment advice via fund picking. Asset managements are a sensible alternative. Patriarch Multi-Manger GmbH and its asset management partner Liontrust are also focusing…

In the period from 15.03. - 03.04.2021 the Fund Custodian Bank will send the annual custody account statements to all custody account holders.

Since 2014, the information portal "Die Fondsplattform" offers independently moderated and prepared investment content for visitors and product providers. With news contributions, Podcasts and above all also webinars information needs are satisfied. On 27.01.2021 at 11:00 am, another live webinar…

The European Central Bank (ECB) and Auditing Association of German Banks give the go-ahead: The owner control procedure for the takeover of AXA Bank by the parent company of Fondsdepot Bank, a wholly owned subsidiary of DXC Technology, has been completed. The change of ownership of AXA Bank will…

The security of customer data is a top priority at Fondsdepot Bank. In order to protect sensitive information even better, the company will switch to the more up-to-date encryption standard TLS 1.1 or higher on December 10, 2020, when it starts sending e-mails.

As part of the investment tax reform as of January 1, 2018, there was a so-called fictitious sale, which is to be considered purely for tax purposes. This process was used to determine the taxable profits for all fund units acquired before January 1, 2018.

On September 1, 2020 the time had come again: a new apprenticeship year started at Fondsdepot Bank. For Celine Kiylioglu and Sarah Werner a new chapter in their professional lives began with the first day of their apprenticeship as office management clerks.

The 10th branch talk of the association Zukunft für Finanzberatung e.V. takes place on 2 September 2020 at 7 pm. Sebastian Henrichs, CEO of Fondsdepot Bank, the leading German fund platform, will be present. Together with other industry experts, he will speak online about future challenges for…

The management of Fondsdepot Bank is pleased to announce the appointment of Jürgen Neumann as Chief Regulatory Officer (CRO) with effect from July 1, 2020. Neumann joined the company in January 2019 as Head of Compliance/Anti Money Laundering/Anti Fraud. Only a short time later, his range of…

From now on, sales topics and concerns will receive the highest attention from the top management at Fondsdepot Bank - Germany's largest independent fund platform. The two sales managers Valentin Roth and Sebastian Höft now report directly to CEO Sebastian Henrichs. As Head of Account Management at…

Jürgen Knab has been the new Chief Information Officer (CIO) at Fondsdepot Bank - Germany's largest independent fund platform - since 1 May 2020. As a member of the extended circle of management and general representative of the bank, Knab will devote himself intensively to the strategic development…

As a bank headquartered in Bavaria, we will continue our business operations even after the disaster has been declared.

Due to the corona virus, however, large parts of our staff work in the home office. Although so far none of the staff has been affected by an infection, we would like to use…

In the period from 9.3. - 27.3.2020 the Fund Custodian Bank will send the annual custody account statements to all custody account holders.

On behalf of FOCUS-MONEY and DEUTSCHLAND TEST, the IMWF (Institute for Management and Economic Research) from Hamburg has conducted a large-scale company study "Digital into the new decade". Around 5,000 of the largest companies in Germany in terms of number of employees were examined. The focus was…

Price-sensitive investors are increasingly looking for investment opportunities without any front-end load or transaction costs. The demand for passive investment funds (ETFs) or clean shares is growing. Regardless of what the investor chooses, the Mix Depot of Fondsdepot Bank allows all fund…

Germany's largest liability umbrella, the Fondsdepot Bank, and the digital platform Elinvar are jointly developing an advisory and brokerage channel that exclusively supports insurance companies in advising and brokering investment shares.

After the global economy cooled off in 2019, the economic conditions for the global economy improved again at the end of the year. Two geopolitical conflicts that kept the global economy in suspense eased in December 2019. On the one hand, there are now signs of a regulated BREXIT at the end of…

In times of a prolonged period of low interest rates, it must be admitted that a simple savings book is no longer the optimal solution for a financial investment. Many savers therefore invest their money in funds. In addition to yield payments, attractive price gains are also possible. A fund or…

Valentin Roth has been the new Head of Account Management at Fondsdepot Bank - Germany's largest independent fund platform - since 1 st January 2020. In this role, Roth is responsible for the support and further development of business with the major insurance partners of Fondsdepot Bank.

• AXA Group and Fondsdepot Bank, Germany's leading fund platform, agree on partnership in the single premium and investment business. For this purpose the parent company of Fondsdepot Bank, a wholly-owned subsidiary of DXC Technology Company, takes over all shares of AXA Bank in Germany.

•…

Blood cancer can affect anyone. In Germany alone, one person receives this diagnosis every 15 minutes. When the husband of an employee fell seriously ill and now urgently needed a stem cell donation, the Fondsdepot Bank also became active. On September 30, 2019, the company, in cooperation with the…

The Fondsdepot Bank was awarded the two seals of approval TOP COMPANY and OPEN COMPANY by the employer assessment platform kununu.com. This makes it one of the 5.2% of the best-rated employers on the platform.

PSD2 (Payment Services Directive2) is an EU directive for the regulation of payment services and payment service providers, whose objectives are ...

The final implementation of the requirements under MiFID II has still to occur in the Financial Intermediary Ordinance (FinVermV). Nevertheless, many financial intermediaries are already preparing today to secure their income for the future. This is increasing the focus on service fees. This is…

The InfoManager is the central location for your communication Fondsdepot Bank provides all documents to you at a central location - the entire correspondence, account statements, cost information, tax certificates, etc.

The requirements on cost information to investors have once again risen clearly with the entry into force of MiFID II at the beginning of 2018. Whereas in the past year investors were given an overview of the costs to be expected of an investment with the so-called "ex-ante cost information",…

Instead of as previously - once a year - Fondsdepot Bank with immediate effect will be mailing a portfolio overview with a list of funds held in the portfolio, the number of shares held and the prices on the reporting date 31/03/2019. This change is based on a requirement of the European MiFID II…

Up to the launch date of the new transaction API on 1 July 2019, sales organisations can carry out modifications and test in their systems together with us. After this the transitional period for free execution of offline orders* will also end. The test environment will be available at the end of…

Christian Kröger is Digital Transformation Manager at Fondsdepot Bank In the newly created position, he will be a fundamental driver of the change process the bank has committed itself to in the coming years. The focus will be on the further development and alignment of the fund platform to current…

The company lawyer Jürgen Neumann has been the new Head of Compliance/Anti Money Laundering/Anti Fraud at Fondsdepot Bank in Hof since January 2019. His tasks include ensuring the implementation and observance of statutory and supervisory law requirements in the bank and liability umbrella for…

Apart from XING and kununu, interested parties can with immediate effect also exchange information with Fondsdepot Bank on Facebook and LinkedIn. As a result, the company is boosting its proximity to sales organisations and intermediaries and will also become more visible for portfolio holders. In…

The economic conditions for the global economy darkened at the end of 2018 due to geopolitical conflicts (US trade policy, BREXIT, Italy/EU conflict, yellow vest protests France). We are also expecting continuing geopolitical uncertainty for 2019, especially with regard to a possible no-deal BREXIT…

During the period from 21/02/ - 08/03/2019, Fondsdepot Bank will be mailing annual portfolio statements and other documents to all portfolio holders.

Traditionally, Fondsdepot Bank supports a local association that especially supports children with a Christmas donation of €2,000. This year, the donation was awarded to the Schutzhöhle association. Among other things, Schutzhöhle works on behalf of girls and boys who are under threat of sexual…

It will be that time again on 30 and 31 January 2019. We will be on the spot with our sales team as exhibitors and look forward to lively exchanges with you. The subjects of automation and digitalisation will take centre stage in the coming year at Fondsdepot Bank. We are going to expand our API…

Beginning this year, Fondsdepot Bank is offering a gold portfolio to investors who save money every month to buy gold. The arguments in favour of investing in physical gold and how the gold portfolio works in detail were explained to representatives of sales organisations and intermediaries as part…

Fondsdepot Bank is further expanding its competences: Since mid-September 2018, Ulrich Kehm has reinforced the strategic business orientation of the fund platform as Head of Business Development. The organisation and business development expert reports directly in his role to the CEO of the…

On 1 January 2019, the new price and service list of Fondsdepot Bank will enter into force for portfolio holders affiliated via pools and independent financial intermediaries. After five years of price stability, the portfolio models have undergone a fundamental overhaul and been designed to be…

Over the last year, Fondsdepot Bank has implemented a new corporate design, which also forms the basis of the new website that has been online since 13/09/2018. Fondsdepot Bank is constantly evolving and investing in new products and services to offer clients the best possible service experience.…

Meet our sales directors at the Investment & More Roadshow Benjamin Kaiser, Michael Patzelt and Sebastian Höft will be pleased to answer your questions related to the gold portfolio, our new asset management and the Portfolio Management Suite. We look forward to your visit.

There has been a change of personnel in the Management Board of Fondsdepot Bank GmbH. On 11 June 2018, Sebastian Henrichs became CEO of the Management Board. The departing CEO, Dr Christian Dicke, left the company for personal reasons and is devoting himself to new challenges. After a cooling-off…