Private Asset Management
Preserving assets over the generations, in good times as well as bad, is an art which Sal. Oppenheim has mastered thanks to its 200-year tradition. We have learned what it means to adapt to new situations time and again and
to remain flexible, while always maintaining the aim of safeguarding our independence on a long-term basis.
As a result of our wealth gained through experience over many years, we have developed a good understanding of the challenges
facing private clients of high net worth and family businesses today.
Our Values are the foundation upon which our bank has been based for centuries. As an independent and specialised private bank, Sal. Oppenheim (...)
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We see ourselves as our customers’ partner and guide, as private bankers who develop integrated asset management solutions for our customers, (...)
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Your success is our goal. Consequently, it goes without saying that we carefully appraise the substance and quality of all products and (...)
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Together with you, we will develop an integrated strategy for your assets. We always keep to an integrated approach in advising our customers, (...)
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The portfolio management of asset management brings together all results from the quantitative and qualitative analysis of the individual (...)
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Tradition is an advantage when well-balanced with innovation. This also applies to optimum diversification in your portfolio.
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International groups build on our real estate expertise. Profit from this in your own investment strategy.
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We can offer our clients competent advisory service in investment finance:
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Opportunities with derivative securities for optimum control of an investment decision and minimisation of risk.
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Succession planning should always be a basic part of integrated, future-oriented financial consulting and can safeguard from (...)
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Maintaining wealth over generations is a challenge. Exceptional circumstances like currency reform or economic crises can be a serious drain on (...)
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The desire to establish a foundation can emerge from a specific occasion or mature slowly. Whether you want to institute your foundation during (...)
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As the responsible partner for the assets of a foundation, you will face one of the most important tasks in foundation management: you make it (...)
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Many holding companies focus on the exit right from the start. We, in contrast, are interested in the long-term perspective.
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