Asset Management
Financials
Under this term we subsume the insurance industry as well as private banks, savings banks, cooperative banks and public development banks.
Through its traditionally close connections with the insurance industry (Colonia Feuer-Versicherung founded in 1839), Sal. Oppenheim has long-standing, top-class expertise in this area. Our specialists develop solutions that achieve the right balance between required return and measurable risk. Naturally, this includes a broad spectrum of reserve fund-eligible investment products. Special investment concepts make it possible to agree on a lower value limit to minimise the depreciation risk.
We can offer our banking and savings bank customers an equally wide range of services, both for their own and for their clients’ business. Here, as well, independence and experience are our strengths. Particularly for the banks' clients, we command longstanding expertise in the management of mutual funds and private label funds. Our clients have the possibility to deploy our funds products in using their own brand names in the retail banking business. Moreover, we can offer selected partners the chance to combine and complete their range of investment products with the entire range of our mutual funds.
Regarding your own account, we offer strategic asset allocation advice and assume the management of institutional funds and asset management mandates. In equities management, we believe that our expertise lies in risk-controlled investment concepts and in yield oriented investment concepts for the bonds area.
