The founding family has a long history in the financial industry dating back to the 18th century through the establishment of two illustrious merchant/private banks in Berlin: Oppenheim & Sons and Bankhaus Mendelssohn & Co.
We are proud of our heritage, respecting traditional ethics combined with our experience in modern finance, in order to provide that personal touch, attention to detail and discretion that used to be the hallmark of the private banking pioneers.
Like the generations preceding us, we take the long-term view that success is closely intertwined with integrity and alignment with our clients.
We strive to provide an outstanding quality of service by going back to our roots to create a unique investment boutique, for the sole benefit of our select clients. While many institutions are driven by mathematical modeling of markets we prefer to combine common sense with proven patterns for our analysis.
All of the Firm’s partners are veterans of the investment management industry but our in-house market experience is enhanced by a global network of business leaders who make up our Advisory Board. We pay more credence to advice from successful entrepreneurs in their specialist field than from analysts in mainstream financial institutions.
The Oppenheim Group marries tradition with modern techniques to provide a tailored solution for each client. We pride ourselves in being truly independent and impartial, providing outstanding advice and service. This is not a marketing euphemism but a personal mission of all the partners who share a common philosophy. Our model offers leadership by example for the benefit of future generations. In today’s increasingly complex financial world we can help investors navigate efficiently through this opacity to achieve their financial, and ultimately their personal goals.