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Asset Management

One common goal unites us: Long-term value preservation and asset growth for generations to come.

Structuring, preserving and increasing assets over generations – these are the core competencies of Asset Management at Sal. Oppenheim. Our experienced and very highly qualified staff advise clients in all asset-related matters.

With tailored investment concepts in the areas of securities, real estate and equity investments, we meet the individual demands and wishes of our clients. As independent advisors, we always invest in the best financial solutions.

Our client support staff adopt a comprehensive approach that consistently incorporates different asset class combinations in an effective way. Calculable and continuous yield development and balanced risk diversification are more important in this context than focussing on short-term profit considerations or short-lived market trends. For us it is a matter of course that we should include our clients’ private as well as corporate assets in these considerations.

Your advisor as contact for our entire range of services

Presentation of the comprehensive advice of Sal. Oppenheim:  with tailored investment concepts, we meet the individual demands and wishes of or clients.

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Strategy

Together with you, we will develop an integrated strategy for your assets. We always keep to an integrated approach in advising our customers, (...)
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Portfolio Management

The portfolio management of asset management brings together all results from the quantitative and qualitative analysis of the individual (...)
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Alternative Investments

Tradition is an advantage when well-balanced with innovation. This also applies to optimum diversification in your portfolio.
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Real Estate

Major international banks, institutional investors and private clients trust in the sound real estate competence of the Sal. (...)
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Loans

We can offer our clients competent advisory service in investment finance:
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Minimising Risk

Opportunities with derivative securities for optimum control of an investment decision and minimisation of risk.
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Please do not hesitate to contact us

Head office Sal. Oppenheim Switzerland

Asset Management Switzerland
Phone +41 44 214-2214
Send e-mail

Our locations

Here you will find all information on our locations across the world. We are looking forward to talking to you.
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