Oppenheimer Holdings Inc.

Oppenheimer Holdings Inc. is a global financial services firm that has been providing products and services in the Americas, Europe, the Middle East and Asia since 1881. The company provides a full range of services and products, ranging from brokerage services covering exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, unit investment trusts, and financial planning services to asset management services such as separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies. and solutions.

Oppenheimer Holdings Inc. also offers investment banking services, including strategic advisory services and capital markets products, and merger and acquisition, equities capital market, and debt capital market products and services. It also provides institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, and proprietary trading and investment activities. Additionally, the company provides services such as institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services, repurchase agreements and securities lending services, and underwritings, market-making, trust, and discount services.

The company caters to a wide range of clients, from high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Headquartered in New York City, Oppenheimer Holdings Inc. also operates an extensive network of offices in major financial centers across the globe, including London, Tokyo, Hong Kong, and Singapore.

In addition to its traditional services, Oppenheimer Holdings Inc. also provides a variety of technology solutions, such as online access to trading accounts and market data, as well as mobile applications for trading. The company also offers a variety of research services, such as industry research, equity research, and fixed income research. It also provides private banking services, such as trust services, investment advisory services, and estate planning.