Private equity investments are investments in companies that do not trade their equities on the stock exchange.
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Investment
We develop a holistic investment strategy with you for the optimum management of your assets. The key factors are your short and long-term objectives and your personal risk appetite.
We assume the allocation of your assets across a broad spectrum of investments, from traditional capital market investments to property and other alternative investments such as private equity or movable assets. In the process, we consider at all times how your asset investments can be made to work together effectively. We focus on calculable and continuous returns and balanced risk diversification rather than short-term profit considerations or short-lived market trends. We therefore place high priority on transparency and risk control.
We keep you informed about the development of your wealth in personal meetings and detailed reports. We also regularly assess whether the strategy selected is appropriate to the current market conditions and your personal objectives. If your plans change or new opportunities emerge, we adjust your investments in consultation with you.
Our experts offer you a large selection of investment opportunities on the global capital market, from equities to bonds and alternative investments such as hedge funds, real estate, commodities and private equity. The investments include both individual stocks and funds, exchange traded funds (ETFs) and certificates.
The first step involves client advisors working with you to develop a basic portfolio structure which meets your individual ideas and requirements. All investment decisions for your assets are focussed on these individual guidelines and based on the findings of our excellent quantitative and qualitative research.
Your portfolio manager analyses the results for the individual capital market segments and also considers factors such as the economic situation, growth prospects, inflation expectations and estimated interest rates. This is the basis for the buying and selling decisions for each security in your portfolio. Additional teams of experts ensure efficient risk control and continual monitoring of performance. Numerous awards from independent institutions underscore the excellence and consistency of the results we achieve for our clients.
The complexity of real estate assets requires intensive management to optimise returns, guarantee asset preservation and minimise risks.
We offer you comprehensive services in this area and always focus on your personal wishes and objectives. We support you in managing your property holdings, from real estate valuation and reporting, to the selection of property managers and structuring of financing.
We also advise you on how to make prudent additions to your property portfolio. Our offering ranges from direct investments to indirect solutions such as real estate funds or equities. To this end, we carefully select investment opportunities from the entire market, which are tailored to your existing property portfolio and overall asset situation. We also handle divestments at your request.
Alternative investments enable you to stabilise your portfolio as a whole and to increase its profit prospects for the long term. They tap sources of income that develop largely independently of the capital markets.
Our offering ranges from private equity investments to movable assets such as ships, aircraft and intellectual property and to sectors such as renewable energies and forestry. This opens up investment opportunities for you that have often been unavailable to individual investors in the past. The selection includes investments in companies developed by Sal. Oppenheim and direct investments in closed-end funds in the various investment segments. If required, we will also prepare individual investment plans or an entire investment portfolio tailored precisely to your personal objectives.