Heritage & Philosophy

Heritage & Philosophy

Heritage

Heritage

Our founding family has a long history in the financial industry dating back to the late 18th century through the establishment of two reputable private/merchant banks in what was then Prussia: Oppenheim & Co in Koenigsberg and Bankhaus Mendelssohn & Co in Berlin.

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.

We may employ veterans of the investment management industry but our in-house market experience is enhanced by a global network of advisors and pay more credence to advice from successful entrepreneurs in their specialist fields than from analysts in mainstream financial institutions.

Philosophy

Philosophy

We pride ourselves in being truly independent and impartial, providing outstanding advice and service. Like the generations preceding us, we take the long-term view that success is closely intertwined with integrity and alignment with our clients. Our relationships embrace the long-term rather than the next reporting period which allows us to be selective about the clients we work with.

Our philosophy is founded on the promotion of partnership with a conservative approach to our business and the management of investor assets. Having served on many investment committees, we believe we have captured the discipline of money management without the baggage of bureaucracy that crushes innovation and decisive action. We prefer steady growth over the relentless pursuit of benchmarks and aim to preserve capital by limiting the downside in times of duress. While our style is thematic, we encompass a broad range of techniques to remain flexible in the face of the unexpected.

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.