Private equity investments are investments in companies in the premarket or off-market segment.
Investment
To provide an optimum management service, we work with you to develop a comprehensive investment strategy. The crucial factors here are your short and long-term targets and your personal appetite for risk.
We assume the allocation of your assets across a broad range of different investments – from traditional capital market investments to real estate through to other alternative investments such as private equity or movable assets. In the process, we take account of the effective interaction of your investments at all times. We focus on calculable and continuous returns and a balanced diversification of risk – not on short-term profit considerations or short-lived market trends. This is why transparency and risk control are a matter of high priority.
We keep you informed of the development of your assets in the form of face-to-face discussions and meaningful reports. We also check, whether the strategy chosen is consistent with current market conditions and your personal targets on a regular basis. Should your ideas change or new investment opportunities emerge, we shall adjust your investments in consultation with you.
Our experts offer you a vast choice of investment opportunities on the global capital market: from stocks to bonds through to alternative investments such as hedge funds, real estate, commodities and private equity. The investments include both investments in individual securities and funds, exchange traded funds (ETFs) or certificates.
As a first step, the client advisor works with you to develop a basic portfolio structure, which matches your individual ideas and requirements. All investment decisions for your investments are geared to these individual guidelines and are based on the findings of our excellent quantitative and qualitative research.
Your portfolio manager will analyse the research results for the individual segments of the capital market and will also take account of additional factors such as the economic situation, prospects for growth, expectations of inflation and interest rate estimates. Individual buying and selling decisions for the securities in your custodian account will be made on this basis. Additional teams of experts ensure that risk is controlled efficiently and that performance is monitored continuously. An array of awards from independent bodies underline the excellence and consistency of the results we achieve for our clients.
The complexity of real estate assets requires intensive management to optimise returns, to guarantee the assets are preserved and to minimise risks.
We offer you comprehensive services in this area, where attention is always focused on your wishes and targets. We therefore support you in the management of your real estate portfolio, from real estate valuation and reporting, to the selection of property managers and through to the structuring of financing.
In the process, we also advise you on how to expand your real estate portfolio wisely. The range extends from direct investments to indirect solutions such as real estate funds or equities. To this end, we carefully select investment opportunities for you from the entire market, which are tailored to your existing real estate portfolio and your total assets. If necessary, we can also undertake any divestment you require.
Alternative investments offer the option of stabilising your portfolio as a whole and increasing the prospects of generating profits. This is because they open up sources of income that largely develop independently of capital markets.
Our range extends from investments in private equity to movable assets such as ships, aircraft or intellectual property, through to sectors such as renewable energies or forest management. In this context, we open up investment opportunities, which have previously often been closed to individual investors. You can choose from both investments via companies developed by Sal. Oppenheim and from direct investments in closed-end funds in the various investment segments. If required, we will also prepare individual investment concepts or an entire investment portfolio tailored precisely to your personal targets.