Sal. Oppenheim - one of the leading swiss private banks in Europe
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Sal. Oppenheim - one of the leading private banks in Europe
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- Owner by the founding family since 1789
- Focus on Private Banking, Asset Management and Investment Banking
- Strong Balance sheet
- Focus on consulting and product innovation
- Clients: Institutional investors, public authorities and wealthy private cleints
- Assets under management: ~ E 138 billion (group)
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Private Banking
Asset management
Portfolio management within the scope of an individual investment mandate
Investment consulting
- Active investment consulting in accordance with your personal investment objective
- Independent information about investment ideas
- Consulting on funds from Sal. Oppenheim, third party funds, structured products as well as investment baskets and equity bonds
- Risk management of portfolio and collateral Security strategies
Care and consulting for external asset managers
Alternative investment advice
- Hedge funds
- Real estate
- Private equity
- Holdings
Financial Planning (structural and tax advice)
- In cooperation with the wholly-owned Sal. Oppenheimsubsidiary SGG S.A. (Services Généraux de Gestion S.A.,Luxembourg, Geneva)
Other services
- Trading in securities, derivatives, precious metals, currencies and money market instruments
- Lombard loans |
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Investment Banking
Primary research on Swiss equities
- Independent research on equities, also on small and mid caps in particular
Advisory services for institutional clients
- Swiss and German equities
- Structured products
Trading
- Trading in equities, bonds, currencies, derivatives and money market instruments on all major financial markets
- Member of the Swiss stock exchange, SWX, and the virt-x
Cooperation with Sal. Oppenheim Corporate Finance?
- Discreet and independent advice by a team of proven experts in the areas of Corporate Banking/ Structured Finance, Mergers Acquisitions and Equity Capital Markets |
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