Diversified financial services company offering a wide range of financial products and services, including investment banking, wealth management, and asset management.
Oppenheimer Holdings Inc. stands as a distinguished middle-market investment bank and full-service broker-dealer with a global footprint across the Americas, Europe, the Middle East, and Asia. Established in 1881 and headquartered in New York, New York, the company offers a comprehensive range of financial services to a diverse clientele. These services include brokerage, asset management, investment banking, and wealth planning.
At its core, Oppenheimer Holdings Inc. provides brokerage services encompassing a wide array of financial instruments such as equities, debt securities, options, futures, municipal bonds, mutual funds, ETFs, and unit investment trusts. The firm also excels in asset management, offering various portfolio management solutions including separately managed accounts, discretionary and non-discretionary advisory services, and alternative investments. Additionally, Oppenheimer is renowned for its investment banking prowess, providing strategic advisory services, capital markets products, and comprehensive M&A and financing solutions to corporate clients and institutional investors alike.
Oppenheimer Holdings Inc. caters extensively to high-net-worth individuals, corporate executives, public and private businesses, institutional clients, governments, and international investors. The company's commitment to excellence, integrity, and client-centricity underscores its longstanding reputation in the financial services industry. With a focus on innovation and personalized financial strategies, Oppenheimer continues to play a pivotal role in shaping the global financial landscape.