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| | | | | | | | Sal. Oppenheim jr. & Cie. stands upon the foundation of a more than 220-year tradition. We offer our private clients comprehensive financial advisory which is personal and tailored to their needs and which connects expertise and professionalism with discretion and exclusivity. Bank Sal. Oppenheim jr. & Cie. (Switzerland) has its head office in Zurich and branches in Geneva and Lugano. The Swiss private bank is an autonomous subsidiary of the Luxembourg-based | | | Sal. Oppenheim jr. & Cie. S.C.A. The private banking group features:
– EUR 1.9 billion equity capital
– EUR 132 billion assets under management
– more than 30 branches and subsidiary companies
– 4,330 employees at home and abroad
– a balance sheet total of EUR 41.3 billion | | | | | | Our private banking services | | | | | Asset Management – Portfolio management based on your tailored investment mandate
Investment Consulting – Active investment consulting in line with your personal investment objective
– Determination of risk/return profile
– Equity and bond selection
– Independent advice on funds
– Consulting on structured products
– Portfolio risk management via hedging strategies
– Advice on alternative investments
– Consulting for external asset managers
| | | | Other Services – Trading in securities, derivatives, precious metals, currencies and money market instruments
– Lombard loans
– Securities administration Financial Planning – Structural and tax advice in cooperation with the wholly owned Sal. Oppenheim subsidiary SGG S. A., Luxembourg Family Office Services – In cooperation with the affiliated Oppenheim Landert Family Office Ltd., Zollikon | | | | | Invitation for a personal meeting
| | | | We would be pleased if you would give us the opportunity to present Sal. Oppenheim to you in detail and explain to you what makes our individual approach so special. Of course, everything is always best explained in a personal meeting and, above all, can actually be experienced. Please do not hesitate to contact us.
Your private relationship manager:
Stefan Unternährer, Director
Phone + 41 44 214 24 37
E-mail stefan.unternaehrer@oppenheim.ch
| | | Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd.
Uraniastrasse 28
8022 Zürich
Phone + 41 44 214 22 14
Fax + 41 44 214 10 85
E-mail bank@oppenheim.ch
www.oppenheim.ch
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