Institutional Asset Management
in the Sal. Oppenheim Group

Advisory Approach

Our top priority is the satisfaction of our clients. It is especially important to us that our advisors think and act in a service-oriented manner. Naturally they all possess extensive professional knowledge which is complemented by the profound knowledge of our specialists from the various departments.

Our approach to advising is based on the needs of the investor:

• Guaranteeing the fullest participation possible in the performance of a particular market or a particular asset class
• Generating a surplus with respect to a particular market or asset class
• Increase in value with stable yields from interests or dividends
• Increase in value with adherence to a lower value limit for the share value

These goals are anchored in the customer portfolio:

• Determination of a client-focused investment strategy by a team of experts (fund managers, analysts, client advisors)
• Conversion of the analysis into high-performance portfolio decisions
• Client-specific implementation of the investment policy in the portfolio (efficient risk control and performance monitoring)
• Transparency of the investment process for the customer through extensive portfolio reporting and detailed analysis of the performance contributions of individual asset classes.
• Continous information exchange with the responsible account manager