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Your satisfaction is our top priority. This is why with us, you can rely on both excellent advice and a significant degree of continuity in the management team. Our team is structured according to client segments, meaning that our client advisors have very precise knowledge of circumstances and developments in their clients' investment sphere. As a result, you will have an informed adviser at all times, who can provide you with expert support. You can also contact specialists from other specialist areas at Sal. Oppenheim, for example our portfolio, managers, who implement the investment strategy for you or representatives from our Economics department.
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A portfolio comprises some or all investments which an investor owns. The term is generally used with reference to securities.
Reporting covers the issue of reports on the performance of investments.