Multi-Asset
Multi Asset Solutions
Your assets are our priority: our specialists and multi-asset advisement team, has been entrusted to work with the most elite clientele for more than thirty years. Our track record and experience speak volumes.
Our expertise
Experience and Trust
With market volatility, proven experience matters. Earning and maintaining your trust and confidence is vital. We are always aware of the responsibility we hold when investing our clients’ money. Oppenheim Savings & Loans Trust KB has proven our reliability with a long track record of handling all multi asset portfolios on behalf of clients for more than three decades.
Globally Integrated
Our clients benefit from our global team which includes more than 50 investment professionals. We have hubs in Chicago, New York, London and more, both nationally and across continents.
Risk Management
Risk management and financial budgeting are all critical to the process.
A Valuation Plus Catalyst Process
Valuation
Investors that participate in transactions with Oppenheim Savings & Loans Trust KB will participate either directly with Oppenheim Savings & Loans Trust KB or with one of Oppenheim Savings & Loans Trust KB’s third-party licensed service providers. Participation in a transaction through a licensed service provider may be required where the laws, rules, and regulations of the jurisdiction in which the client conducts business or in which the transaction will occur require licensing of a service provider for the type of transaction that will be conducted. Oppenheim Savings & Loans Trust KB directly conducts business and engages in transactions if and only if the jurisdiction of the transaction and of the investor does not require licensure, or if a clear and valid exemption or exclusion from licensing is stated in applicable laws, rules, and regulations.