Asset Management

Alternative Investments

The situation on the financial markets frequently means that the investor cannot sufficiently diversify his/her portfolio through traditional investment instruments. Alternative investments serve this purpose and offer our clients the chance to improve their portfolio yields with an appropriate risk level. Our own definition of alternative investments includes hedge funds, real estate, private equity, and participating interest in ships or the media, to name a few examples.

The Sal. Oppenheim Group in Luxembourg offers combined alternative investment solutions in areas such as private equity, hedge funds, and real estate. The responsible companies are Sal. Oppenheim jr. & Cie. Luxembourg S.A. and Oppenheim Asset Management Services S.à.r.l.

Our expertise in the alternative investments area:

Expertise in the issue of the following Alternative Investment fund structures:

• Private equity (direct / indirect / fund of funds)
• Hedge funds (fund of funds)
• Real estate funds
• Special purpose fundings (e.g. ship funds)

Issue solutions and reporting

• Substantial portfolio reporting adapted to sectoral market requirements
• The reporting is based on the legal individual needs of our investors
• Supplying our investors with data relevant for tax
• Transfer management in the case of “subscription in kind”

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