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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