Our economics unit analyses and forecasts economic developments which affect the capital markets. Their results serve as part of the basis for our investment decisions in integrated asset management. On request, clients can receive a summary of the information in periodic publications.

Sal. Oppenheim offers a wide range of investments, including traditional capital market investments via specialised teams of experts for private and institutional clients, mutual funds, alternative investments and real estate management.

• Individual portfolio management: We cover the entire world of securities investment, from developing individual investment ideas through complete management of the securities portfolio according to individual requirements to realisation on the market.
  
  
• Asset allocation: The asset allocation division invests in promising international capital markets – from equities and bonds to alternative investments such as commodities, hedge funds and real estate.
  
  
• Active traditional equity management: We use a thorough, fundamental stock picking process to select promising individual European securities, from blue chips to family-run companies (small and mid caps). The core products are benchmark-free and oriented toward the medium and long term.
  
  
• Active quantitative asset management: As a leading quantitative asset manager, we combine proven and new methods and technologies, in order to analyse promising investment alternatives (especially equities) from a broad universe and to apply the results within the framework of innovative concepts which we have developed developed independently.
  
  
• Bond management: Our bond managers invest in government and quasi-government bonds from developed economies and high-quality emerging markets and also in European market segments such as corporate bonds, ABS and covered bonds.
  
  
• Currency management: We are one of Germany's leading names in the business and have offered active currency management since the early 1990s. Our recipe for success is an independent investment process, which aims to exploit inefficiencies in the forex market.
  
  
• Structured products: In the area of structured products, we offer cross asset-class strategies to ensure investor requirements such as value preservation and growth. We also offer investments in individual asset classes which concentrate on low-risk arbitrage strategies. Moreover, this area is well-positioned in the growing segment of risk-overlay strategies. We place particular emphasis on tax-optimised implementation of the strategies and compliance with balance sheet restrictions.
  
  
• Real estate management: We support our clients in the management of their real estate holdings and in the expansion of their property portfolio – through both direct investments and indirect solutions such as real estate funds or equities.
  
  
• Alternative investments: We open up investment opportunities for our clients in the form of equity investments in a variety of fields – ranging from private equity through aircraft and ships to sectors such as renewable energies and forestry.

Sal. Oppenheim has many years of experience in the design and administration of investment funds according to the individual requirements of our clients. Our investment companies assume the entire fund administration process for you – from order registration through order execution and fund accounting to tax returns and reporting.

Sal. Oppenheim has been operating as a custodian bank in Germany since the 1970s and Luxembourg since the late 1980s. Our offering includes custodian bank services for a variety of German and Luxembourg investment solutions, such as mutual funds, special funds and managed accounts.

We offer entrepreneurial families, family offices and institutional clients individually structured investment solutions. Our offering includes temporary holdings of minority interests in successful companies and support for the whole term of the investments.

Total asset management includes developing individual financing solutions for our clients – ranging from Lombard and equity financing to real estate and art financing.

Oppenheim Vermögenstreuhand GmbH (OVT) is one of the oldest and most established providers of family office services in Europe. It is a leader in the management and administration of extensive and complex assets.

We support our clients in making the best preparations for their estates and realising their plans. We provide access to a network of in-house and external specialists and manage the realisation of results within the framework of a holistic advisory process.

Our experts support clients in planning and realising their philanthropic commitments. We enable successful investment of the assets entrusted to us while ensuring that foundations are administered efficiently.