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Oppenheimer Holdings 
Financial services / Financial services and investment banking
At a Glance | Core Facts | Company Due Diligence: | Industry Due Diligence: | Competitors | Stock Swings | News | Income | Balance | Cash Flow | Growth | Enterprise | Ratios | Metrics | Dividends | Risks | SWOT | Porter's Five Forces | PEST | Score Positive | Clusters | Reports | WebCompany at a Glance
Overview
Oppenheimer Holdings is a global investment bank and financial services company headquartered in New York City. It was founded in 1881 and has grown into a leading provider of financial advisory services, capital markets, and asset management for individuals, institutions, and corporations worldwide.
The company operates through its two primary subsidiaries, Oppenheimer & Co. Inc. and Oppenheimer Asset Management Inc. Oppenheimer & Co. Inc. is a full-service broker-dealer and investment banking firm, with a focus on providing wealth management services for high net worth individuals and corporations. Oppenheimer Asset Management Inc. offers investment advisory and portfolio management services to clients, including mutual funds, hedge funds, and separately managed accounts.
Oppenheimer Holdings also has a global presence with offices and operations in major financial centers around the world, including London, Hong Kong, and Tel Aviv. The company is publicly traded on the New York Stock Exchange under the ticker symbol OPY.
Oppenheimer Holdings is dedicated to providing clients with tailored financial solutions and has a strong commitment to integrity, excellence, and innovation. The company’s experienced team of financial experts is driven by a client-centric approach and has a track record of success in delivering results for their clients.
Overall, Oppenheimer Holdings is a reputable and established company in the financial sector, with a strong focus on providing comprehensive and personalized financial services to a diverse range of clients.
The company operates through its two primary subsidiaries, Oppenheimer & Co. Inc. and Oppenheimer Asset Management Inc. Oppenheimer & Co. Inc. is a full-service broker-dealer and investment banking firm, with a focus on providing wealth management services for high net worth individuals and corporations. Oppenheimer Asset Management Inc. offers investment advisory and portfolio management services to clients, including mutual funds, hedge funds, and separately managed accounts.
Oppenheimer Holdings also has a global presence with offices and operations in major financial centers around the world, including London, Hong Kong, and Tel Aviv. The company is publicly traded on the New York Stock Exchange under the ticker symbol OPY.
Oppenheimer Holdings is dedicated to providing clients with tailored financial solutions and has a strong commitment to integrity, excellence, and innovation. The company’s experienced team of financial experts is driven by a client-centric approach and has a track record of success in delivering results for their clients.
Overall, Oppenheimer Holdings is a reputable and established company in the financial sector, with a strong focus on providing comprehensive and personalized financial services to a diverse range of clients.
What is special about the company?
There are several unique aspects of the Oppenheimer Holdings company:
1. Broad range of financial services: Oppenheimer Holdings is a full-service financial firm that offers a wide range of services including wealth management, investment banking, asset management, and institutional sales and trading. This diverse range of services allows the company to cater to various financial needs of its clients.
2. Long history: The company has a long history dating back to 1881 when it was founded as a bond brokerage house. It has survived several economic downturns and continues to thrive in the modern financial landscape.
3. Global presence: Oppenheimer Holdings has a global presence with offices in major financial centers such as New York, London, Hong Kong, and Tel Aviv. This allows the company to tap into diverse markets and provide its clients with international investment opportunities.
4. Client-focused approach: The company has a client-focused approach, with a commitment to providing personalized and tailored financial solutions for its clients. This has earned the company a reputation for excellent customer service in the financial industry.
5. Strong research capabilities: Oppenheimer Holdings has a team of experienced financial professionals who conduct in-depth research on various industries and markets. This expertise allows the company to provide its clients with informed investment advice and recommendations.
6. Emphasis on ethical standards: The company places a strong emphasis on ethical standards and compliance with regulations. It has established a code of conduct that outlines its commitment to integrity, professionalism, and ethical behavior in all its operations.
7. Community involvement: Oppenheimer Holdings is actively involved in philanthropic and community initiatives. The company has a corporate giving program that supports various charitable organizations and encourages its employees to volunteer their time and resources to various social causes.
1. Broad range of financial services: Oppenheimer Holdings is a full-service financial firm that offers a wide range of services including wealth management, investment banking, asset management, and institutional sales and trading. This diverse range of services allows the company to cater to various financial needs of its clients.
2. Long history: The company has a long history dating back to 1881 when it was founded as a bond brokerage house. It has survived several economic downturns and continues to thrive in the modern financial landscape.
3. Global presence: Oppenheimer Holdings has a global presence with offices in major financial centers such as New York, London, Hong Kong, and Tel Aviv. This allows the company to tap into diverse markets and provide its clients with international investment opportunities.
4. Client-focused approach: The company has a client-focused approach, with a commitment to providing personalized and tailored financial solutions for its clients. This has earned the company a reputation for excellent customer service in the financial industry.
5. Strong research capabilities: Oppenheimer Holdings has a team of experienced financial professionals who conduct in-depth research on various industries and markets. This expertise allows the company to provide its clients with informed investment advice and recommendations.
6. Emphasis on ethical standards: The company places a strong emphasis on ethical standards and compliance with regulations. It has established a code of conduct that outlines its commitment to integrity, professionalism, and ethical behavior in all its operations.
7. Community involvement: Oppenheimer Holdings is actively involved in philanthropic and community initiatives. The company has a corporate giving program that supports various charitable organizations and encourages its employees to volunteer their time and resources to various social causes.
What the company's business model?
The Oppenheimer Holdings company is a global investment bank and financial services firm. Their business model is focused on providing a range of financial products and services to clients, including individual investors, corporations, governments, and institutional investors.
They offer a variety of services, including investment banking, asset management, wealth management, and brokerage services. The company’s primary goal is to help clients achieve their financial objectives through a combination of personalized advice, research, and execution capabilities.
Oppenheimer Holdings also generates revenue through commission fees, interest income, and underwriting fees. They have a network of offices and affiliates around the world, allowing them to serve international clients and attract global capital.
Their business model is built on long-term relationships and a fiduciary responsibility to act in the best interest of their clients. They strive to provide innovative and customized solutions to meet the diverse and evolving needs of their clients.
They offer a variety of services, including investment banking, asset management, wealth management, and brokerage services. The company’s primary goal is to help clients achieve their financial objectives through a combination of personalized advice, research, and execution capabilities.
Oppenheimer Holdings also generates revenue through commission fees, interest income, and underwriting fees. They have a network of offices and affiliates around the world, allowing them to serve international clients and attract global capital.
Their business model is built on long-term relationships and a fiduciary responsibility to act in the best interest of their clients. They strive to provide innovative and customized solutions to meet the diverse and evolving needs of their clients.
Interesting facts about the company
1. The company was founded by Robert Oppenheimer, who also helped develop the atomic bomb during World War II.
2. Oppenheimer Holdings is an investment bank and financial services company. It offers various services such as asset management, wealth management, broker-dealer services, and investment banking.
3. The company is headquartered in New York City and has offices in major financial centers around the world including London, Hong Kong, and Tokyo.
4. Oppenheimer Holdings was originally known as Oppenheimer & Co. Inc. and was founded in 1881 as a partnership between Julius and Albert Oppenheimer.
5. In 1997, the company changed its name to CIBC Oppenheimer after being acquired by the Canadian Imperial Bank of Commerce (CIBC). It was later rebranded as Oppenheimer & Co. Inc. in 2008.
6. Oppenheimer Holdings went public in 2008 and is listed on the New York Stock Exchange under the symbol OPY.
7. The company has approximately $30 billion in assets under management and generated over $1 billion in revenue in 2020.
8. Oppenheimer Holdings has a long history of involvement in the entertainment industry, with clients such as Walt Disney, Time Warner, and Viacom.
9. The company was also involved in historical transactions such as the financing of the first transcontinental railroad in the United States and the funding of the American Revolutionary War.
10. Oppenheimer Holdings is committed to philanthropy and has a foundation that supports various causes such as education, health, and human services. The company also encourages its employees to participate in volunteer work and community service.
See Company Due Diligence:
2. Oppenheimer Holdings is an investment bank and financial services company. It offers various services such as asset management, wealth management, broker-dealer services, and investment banking.
3. The company is headquartered in New York City and has offices in major financial centers around the world including London, Hong Kong, and Tokyo.
4. Oppenheimer Holdings was originally known as Oppenheimer & Co. Inc. and was founded in 1881 as a partnership between Julius and Albert Oppenheimer.
5. In 1997, the company changed its name to CIBC Oppenheimer after being acquired by the Canadian Imperial Bank of Commerce (CIBC). It was later rebranded as Oppenheimer & Co. Inc. in 2008.
6. Oppenheimer Holdings went public in 2008 and is listed on the New York Stock Exchange under the symbol OPY.
7. The company has approximately $30 billion in assets under management and generated over $1 billion in revenue in 2020.
8. Oppenheimer Holdings has a long history of involvement in the entertainment industry, with clients such as Walt Disney, Time Warner, and Viacom.
9. The company was also involved in historical transactions such as the financing of the first transcontinental railroad in the United States and the funding of the American Revolutionary War.
10. Oppenheimer Holdings is committed to philanthropy and has a foundation that supports various causes such as education, health, and human services. The company also encourages its employees to participate in volunteer work and community service.
See Company Due Diligence:
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