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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, one that continually factors in the synergies between various investment classes. We analyse your current asset structure during one to one talks and identify the core strategic points for asset management, to develop a comprehensive long-term asset strategy. We implement the concept by allocating the assets from various asset classes on the basis of strategic and structured decisions and assure significant status report and controlling.

Presentation of our strategic advisory approach:
1. Joint situation analysis
2. Initial concept of core strategic and structural decisions
3. Global asset allocation
4. Controlling

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Please do not hesitate to contact us

Head office Sal. Oppenheim Switzerland

Asset Management Switzerland
Phone +41 44 214-2214
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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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