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Looking back

Our Highlights 2023

It's been a year full of challenges and highlights. Together, we recognised and exploited opportunities at an early stage and actively helped to shape the market. 

A memorable record year

The economic environment in 2023 was challenging. This makes it even more remarkable that it was nevertheless the most successful year in the company history of Deutsche Vermögensberatung (DVAG). Thanks to the outstanding commitment of our financial advisors, turnover in 2023 totalled 2.3 billion euros. This record figure underlines the company's strategic foresight and our financial advisors' deep sense of responsibility to provide their clients with comprehensive support, even in turbulent times. The business model followed by Deutsche Vermögensberatung (DVAG), which has been in place since 1975, is also withstanding current market developments, and clearly shows that anyone looking for a financial advisory approach with added value cannot ignore Deutsche Vermögensberatung (DVAG).

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Together for success

The close connection between Deutsche Vermögensberatung (DVAG) and Allfinanz was clear yet again at the winners' party. A varied programme offered inspiration for advising clients and entrepreneurship as well as numerous opportunities for networking. An integral part of the event is honouring the most successful financial advisors in various categories.

The strong sense of team spirit and dialogue between financial advisors and across all of the companies emphasises the unique approach to teamwork at this family-owned company. 

Deutsche Vermögensberatung (DVAG) has successfully asserted itself over the course of almost 50 years and proven that its business model is strong and adaptable. This was once again evident in 2023. Our financial advisors are reliable partners who guide their clients competently through all market changes – throughout their lives.
Robert Peil  - Board for sales coordination, events, leadership training and vocational training centres

Focus on working together

Featuring innovations from company management and product divisions, informative talks by high-profile guests and an international superstar, the Financial Advisors' Day was the highlight of the 2023 event calendar. Over 13,000 financial advisors came together at Cologne's Lanxess Arena on 14 March to get ready for the opportunities ahead. A special highlight was the award ceremony for 14 new branch managers against a breathtaking backdrop. The grand finale was provided by superstar Robbie Williams, who brought the house down with his hit songs and jokes. 

Our holistic financial advisory approach gives us a real competitive advantage. We focus on continuity and, at the same time, continue to develop. Our focus is always on the individual – the client and the financial advisor. Trustworthy and personalised financial advice is and remains a model for the future!
Marcus Aßmuth  - Board for corporate development, marketing, Deutsche Verrechnungsstelle GmbH and University of Applied Sciences (FHDW)

More network meetings for female entrepreneurs

The year 2023 started with a "Women for Future Regio Day". The successful "Women for Future Germany Special" programme entered a new round in May 2023. Around 800 female financial advisors met at a total of nine professional training centres to exchange ideas. Colleagues from Austria also took part for the first time.

A highlight for participants was the live broadcast keynote speech by the brilliant speaker Daniela Ben Said on the importance of establishing yourself as your own brand and winning people over with your personality. Afterwards, each of the nine locations organised their own workshops with ideas for practice, team building and personal development as well as best practice tips.

Following the successful kick-off events, the programme continued in the form of "Women for Future Regio Days" in the second half of the year. 

As an owner-managed company, DVAG operates from a strong position and relies on its own capital. This makes us crisis-proof and largely independent of the capital market. With our particular business model, we are perfectly positioned for the future.
Lars Knackstedt  - Board for finances, farticipations, real estate and taxes

A strong company

As a family-owned company, Deutsche Vermögensberatung (DVAG) has always focussed on long-term success. Thanks to its forward-looking strategy and management, the company is well positioned for the future. The high level of equity enables strategically important investments, for example in the areas of digitalisation, training and development.

This foresight gives financial advisors a stable basis and, at the same time, a tailwind for their success as entrepreneurs within the company.

Regularly deepening knowledge

Whether it's current market developments or background information on new products: anyone who wants to keep up-to-date in a short space of time can take advantage of online offers like the regular "Coaching Fridays" or special coaching events. 21,000 participants expanded their knowledge here in 2023 – digitally, quickly and flexibly.

The range of topics is as diverse as the programme's guests. Successful financial advisors have their say, as do experienced fund managers and experts on investment and retirement provision. If you want to find out more, start here.

Success through diversity

More important today than ever, and a matter of course at Deutsche Vermögensberatung (DVAG) since its foundation, diversity has always been an active part of company life. Our financial advisors represent over 50 different nationalities. At Deutsche Vermögensberatung (DVAG), a successful career is transparent and possible regardless of origin, age or gender. 

Especially in times of change, shared values and rules are crucial. We support this value-orientated approach with a common Code of Conduct and our compliance guidelines. Everyone works shoulder to shoulder to achieve the same goal.
Dr. Andreas Franken  - Board for legal affairs and human resources

Training and further education sets standards

Quality prevails: Deutsche Vermögensberatung (DVAG) invested over 80 million euros in training and further education in 2023. Among other things, management and specialist training was further developed and the professional training centres in Berlin, Düsseldorf and Hamburg were comprehensively modernised. Whether training is face-to-face or hybrid, Deutsche Vermögensberatung (DVAG)'s professional training centres are an important pillar of the company's own training and development strategy. The extensive training programme includes a variety of e-learning courses, face-to-face seminars and hybrid formats. This allows everyone to adapt the necessary learning workload to their individual schedules.

In addition, the cooperation between Deutsche Vermögensberatung (DVAG) and the University of Applied Science (FHDW) in Marburg set a new record in 2023: a total of 38 students graduated with a Bachelor's degree – the largest cohort to date.

The combination of academic studies and intensive sales-oriented professional training with instructive practical phases sets standards throughout the industry.

Excellent career opportunities again in 2023

Deutsche Vermögensberatung (DVAG) was once again recognised for its outstanding career opportunities. In the multi-stage "Top Employer Germany" test process, the company shone for multiple time in a row, particularly in the areas of employer branding, career opportunities and development opportunities, and was able to further improve on its already excellent results from the previous year.

Deutsche Vermögensberatung (DVAG) also set new standards in the Assekurata career ranking for the 16th time in a row. Here, the market experts rated the career opportunities for financial advisors with the highest possible rating of "excellent". Deutsche Vermögensberatung (DVAG) offers its financial coaches state-of-the-art sales support, reacts with agility to market changes and demonstrates a high degree of digitalisation with continuous technical developments. 

Pioneer in digital sales support

From the very start, Deutsche Vermögensberatung (DVAG) has always been involved in all technical developments with the aim of helping our financial advisors provide their clients with even better personal financial advice.

This also applies to artificial intelligence (AI): time-consuming manual processes are being continuously digitalised so that financial advisors can focus even more on providing personal support to their clients. Many processes have already been successfully digitalised in recent years, from electronic applications to an AI-based assistant to support client communication and a digital advisory tool.

Since 2023, the AI-supported MailHelper has been assisting financial advisors in communication with clients. The company took its first steps into the metaverse by opening its own virtual reality room at its Frankfurt headquarters.

To continue as a future-proof company in these dynamic times, the ability to adapt to change and its pace is essential. Our primary goal is to optimise financial advisors' development. New technologies are a decisive lever for automating manual processes. However, the same still applies to financial advice: people need people!
Christian Glanz  - Board for information technology, operations and administration

Quality of financial advice confirmed by experts

Deutsche Vermögensberatung (DVAG) once again achieved outstanding results in the renowned ServiceRating 2023. For the twelfth time in a row, the family-owned company was awarded the best possible overall rating of "excellent" for its customer service. DVAG scored outstanding marks in all of the areas tested. According to ServiceRating, DVAG continues to focus on holistic and "excellent" service performance, both for clients and for financial advisors.

The IMWF Institute for Management and Economic Research and Focus Money magazine once again named the company the best financial service providers throughout Germany in 2023. Among other things, they examined: which providers were able to offer their clients services and products that convinced and retained their clients. In the "Financial Services Provision" category, Deutsche Vermögensberatung (DVAG) took first place as the only company to receive full marks and thereby set the benchmark.

It is our financial advisors who show citizens how to receive state support for their retirement provision and financial planning. Financial advisors not only provide their clients with tangible financial benefits, they are also indispensable intermediaries between politicians, the state and citizens.
Dr. Helge Lach  - Board for markets and regulations, trade associations and training centre in Marburg (Zentrum für Vermögensberatung – ZVB)

Always at the cutting edge

Whether it's investment, financial investment or savings: the industry is changing, and a broad advisory portfolio is crucial. With strong partners at its side, Deutsche Vermögensberatung (DVAG) is ideally positioned to analyse and exploit the market and its opportunities. Solutions for new investments, fixed-term deposits and precious metals complement the existing range. Advice about private credit and everything property-related is now firmly established as part of the comprehensive financial advice on offer.

Interest rate hedging through building society savings also remains a major advisory topic. This is also reflected in the key figures: here, building society savings and the investment volume rose by 9.6% and 10.4% respectively compared to the previous year. In addition, over seven tonnes of gold and 41 tonnes of silver were brokered, and DVAG/Deutsche Bank acquired its one millionth client.

We are the bank in the client's living room. With our innovative product diversity and strong partnerships, we offer our clients a wide range of financial services.
Steffen Leipold  - Board for banking and investment, foreign countries

Focus on people

Retirement provision is, and remains, a key issue that is individual to each generation. In cooperation with Generali, Deutsche Vermögensberatung (DVAG) launched a new solution in June 2023 aimed specifically at the younger target group. It allows those clients to build up assets for their old age over the years with just a small initial contribution.

The new occupational retirement plans and occupational health insurance also offer retirement solutions that are as individual as the client. 

The risk of financial difficulties in old age is now also becoming a very real threat for the so-called middle-classes, i.e. for large sections of the population. Our financial advisors work with clients to develop individual solutions to prevent this situation.
Markus Knapp  - Board for central sales development, insurances, education and training

Protecting entrepreneurs

From financial protection to financing and leasing –

and all from a single source: in 2023, a new service package was put together for corporate customers that is unique on the market. This new package offers high-performance property insurance cover specifically for small and medium-sized companies.

In addition, solutions provided by Deutsche Verrechnungsstelle GmbH (DV) for liquidity optimisation are now an integral part of the corporate business. 


In addition to factoring as an attractive form of growth financing, the commercial financing offering with loans for companies' future investments or property financing via leasing and lease-purchase is also very popular. Traditional receivables management also remains an integral part of the DV offering.