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Consultancy Approach

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.

Your wishes – our services:

  • A team of experts from funds management and client advice will work with you to develop an investment strategy tailored precisely to your requirements.
  • The portfolio managers will implement the investment strategy of your choice precisely in accordance with your guidelines. Additional teams of experts ensure that risk is controlled efficiently and that performance is monitored continuously.
  • You will receive detailed reports on the performance of your assets, including, if required, a detailed breakdown of the performance contributions of individual asset classes.
  • You can discuss your portfolio with your client advisor and the responsible investment experts on a regular basis. They will also advise you proactively, if new developments make an adjustment to your investment strategy advisable.

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Portfolio

A portfolio comprises some or all investments which an investor owns. The term is generally used with reference to securities.

 
Reporting

Reporting covers the issue of reports on the performance of investments.

 
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