
DAB BNP Paribas Partnership and Investment Solutions offer a range of products tailored to meet the diverse needs of their clients.
Their investment solutions cater to individual investors, providing access to a wide range of assets, including stocks, bonds, and mutual funds.
By partnering with DAB BNP Paribas, clients can benefit from a team of experienced experts who can help them navigate the investment landscape.
Their solutions are designed to be flexible, allowing clients to adjust their investments according to their changing needs and risk tolerance.
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Our Partnership
We're proud to be connected directly to DAB BNP Paribas through real-time interfaces.
The new platform, Rosa, is a game-changer for Vermögensverwalter and Anlageberater, offering a seamless experience.
Umschichtungen and Orderaufträge are transmitted instantly to DAB BNP Paribas, ensuring swift implementation.
Digital onboarding allows for the simultaneous opening of a depot and initial investment, streamlining the process.
Through our open and intelligent concept, Vermögensverwalter and Anlageberater can showcase their unique selling proposition.
Dierk Wilhelmsmeyer, DAB BNP Paribas' technical director, highlights the platform's appeal to both Vermögensverwalter and Anlagevermittler.
The Advisory-Funktionalitäten of the platform are integrated with digital onboarding, ordering routines, and depot reporting, providing a comprehensive solution.
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Depot Management
Opening a new depot with DAB BNP Paribas is a straightforward process. You can simply send them a message to start the process.
To manage your depot, you'll have access to your online account, where you can view and control all your financial products.
If you already have a depot with DAB BNP Paribas, you can switch to their preferred conditions to receive exclusive discounts and rewards.
The depot management process is made easy with PROfinance, allowing you to open and manage your depot online.
You can access your depot and financial products through their customer portal, Finfire.
Here's a quick rundown of the benefits of switching to DAB BNP Paribas' preferred conditions:
- Exclusive discounts and rewards
- No change to your existing login credentials or depot settings
Conditions and Forms
You can find all the necessary forms and conditions to manage your account with DAB BNP Paribas in one place.
The bank provides a range of essential forms, including AGB, Übertragungsauftrag, and Freistellungsauftrag, among others.
To transfer funds to DAB BNP Paribas, you can use the Übertragungsauftrag form, which allows you to do so for free.

You can also grant a power of attorney by filling out the Vollmacht form, which requires identification through POSTIDENT COUPON for a new representative.
To have capital gains exempt from withholding tax, you can use the Freistellungsauftrag form, which also enables you to request a joint loss offset for spouses or partners.
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Aktuelle Konditionsmodelle
You can request current conditions models from DAB BNP PARIBAS by simply writing to them, and they'll send you the latest models or answer any questions you may have.
Their contact information is readily available, making it easy to get in touch and stay up-to-date on the latest conditions models.
If you're interested in learning more about DAB BNP PARIBAS conditions models, just send them a message and they'll be happy to provide you with the information you need.
Formulare: AGB, Übertragungsauftrag, Freistellungsauftrag
The DAB BNP PARIBAS forms are a crucial part of managing your financial transactions.
You can find all the necessary forms in one place, including the AGB, Übertragungsauftrag, Vollmacht, Freistellungsauftrag, and more.
The AGB, or Allgemeine Geschäftsbedingungen, outlines the general terms and conditions of DAB BNP PARIBAS.
With the Übertragungsauftrag, you can transfer your funds to DAB BNP PARIBAS for free.
The Vollmacht form allows you to grant your desired power of attorney, but be aware that you'll need to show your new representative's identity using a POSTIDENT COUPON for a new one.
The Freistellungsauftrag enables you to instruct DAB BNP PARIBAS to exempt capital gains from tax withholding, and you can also request an ehegatten-/lebenspartnerübergreifende Verlustverrechnung, or a joint loss offset for spouses or partners.
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Leadership Changes
Leadership Changes are underway at DAB BNP Paribas, with Robert Ulm departing the company.
Robert Ulm has left BNP Paribas to join the German Depotbank DAB BNP Paribas, triggering a leadership change.
His successor, Norbert Haydl, comes from within the company.
Norbert Haydl has been appointed as the new Head of DAB, overseeing the Depotbank within the BNP Paribas Personal Investors Germany business unit.
He will report directly to Tino Benker-Schwuchow, who holds the title of Chief Commercial Officer within the company's business area.
Haydl is set to start in his new role on October 1st.
Rainer Hohenberger, who leads BNP Paribas Personal Investors Deutschland, has thanked Ulm for his work and praised Haydl's qualifications to lead the business forward.
Competitors and Alternates
DAB BNP Paribas has some notable competitors in the financial management solutions space. Fidelity Investments, a public company from Boston, is ranked 1st with a Tracxn Score of 82/100. They provide financial advisory services and have investors like Wells Fargo and Oxeon Partners.
The second-ranked company is FNZ, an acquired company from Edinburgh. They offer wealth management solutions for asset managers and have a total funding of $1.4B from investors like CPP Investments and Summit Partners.
Bank of America, a public company from Charlotte, is ranked 3rd with a Tracxn Score of 72/100. They are a commercial bank and asset management firm with investors like PSP Investments and Berkshire Hathaway.
Here's a list of the top 5 competitors:
The other competitors in the list include State Street, FIS, and Allianz, all with a Tracxn Score of 70/100.
Sources
- https://tracxn.com/d/companies/dab-bnp-paribas/__sTHXAlLCGDFSOyXbd5kd4KQ2ILwFcdQJM0ziZ9_Akms
- https://www.profinance.de/partnerbanken/dab-bnp-paribas/
- https://www.scoperatings.com/ratings-and-research/research/EN/148218
- https://www.private-banking-magazin.de/fuehrungswechsel-bei-bnp-paribas-dab/
- https://www.profinance.de/wissenswertes/news/fuehrungswechsel-bei-dab-bnp-paribas-robert-ulm-verlaesst-die-bank/
- https://www.starmoney.de/forum/viewtopic.php
- https://extraetf.com/de/news/etf-news/dab-bnp-paribas-startet-robo-advisor-plattform-mit-f-fex
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