OPY
- Oppenheimer Holdings Inc.
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Overview
Company Summary
Oppenheimer Holdings Inc. (OPY) is a global investment bank and financial services firm. The company offers a wide range of financial services and solutions to institutional and individual clients, including corporations, governments, and high-net-worth individuals.
OPY primarily operates through its subsidiaries, which include Oppenheimer & Co. Inc., Oppenheimer Asset Management Inc., and Oppenheimer Trust Company. These subsidiaries provide services in various areas such as investment banking, wealth management, asset management, and trust services.
In the investment banking division, Oppenheimer provides advisory services for mergers and acquisitions, corporate finance, equity and debt underwriting, as well as capital raising activities. They work closely with corporate clients to assist in strategic decision-making, facilitating transactions, and accessing capital markets.
The wealth management division focuses on providing financial planning and investment management services to individual and institutional clients. They offer personalized investment strategies tailored to the specific needs and goals of their clients, including retirement planning, tax management, and estate planning.
Oppenheimer's asset management division manages various investment portfolios and vehicles, including mutual funds, separate accounts, and alternative investments. They use a range of investment strategies and approaches to help clients grow and preserve their wealth.
Additionally, Oppenheimer Trust Company provides trust and estate administration services, acting as a trustee or executor to manage and distribute assets according to clients' wishes.
Overall, Oppenheimer Holdings Inc. serves as a comprehensive financial services provider, offering expertise in investment banking, wealth management, asset management, and trust services to meet the diverse needs of its clients.