Oppenheimer Holdings Company Description
Oppenheimer Holdings specializes in wealth management, asset management, trust, and investment banking services for institutional and wealthy individual clients. (Private-client services -- about $62 billion in assets under management -- make up the bulk of sales.) Offerings include brokerage, annuities, and estate planning. The company's asset management group -- about $17 billion in assets under management -- covers the bases from research to alternative investments. Its capital markets unit provides equities and debt market products and services. The formerly Toronto-based Canadian company rechartered as a US company in 2009, moving its headquarters to New York.
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The Company Description provides a historical perspective of Oppenheimer Holdings's organization from inception to current status.
Produced by Hoover's in-house editorial team, the Company Description tracks ownership transitions, company progress via mergers and acquisitions, major growth milestones, and strategic initiatives, to provide a holistic view of Oppenheimer Holdings's evolution in the marketplace.
