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AISM is an independent wealth management company and investment advisor.
Since January 2007, Sal.Oppenheim (France) (100% owned by Sal Oppenheim Group), has become our institutional reference shareholder. With total assets over EUR 40Bn and in excess of EUR 130Bn assets under management, Sal Oppenheim Jr & Cie Group is the largest independent privately owned bank in Europe.
AISM activities are directly under the monitoring and approval of Sal.Oppenheim (France)’s compliance officer.
Today AISM manages and advises on more than USD 2Bn of assets |
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Advising on asset and wealth management |
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Management and optimization of mandates |
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Research and selection of high performing and innovative investment products |
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Real time investment monitoring |
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Focus on client investment priorities
We comprehensively analyse investor specific needs and offer dedicated solutions in line with top quality standards, skills and ethics.
Offer outmost investment opportunities to investors
Our expertise covers all asset classes. For each class we use a cautious and meticulous process in order to ensure innovative and high performing proposals.
Capital Preservation as a leitmotiv
Our pragmatic approach allows us to quickly adjust to market movements and evolving international constraints. We ignore the standard allocation guidelines as it is usually a source of disappointment for investors. |
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A research team is dedicated to qualitative and quantitative analysis. They screen investments with peers to ensure an objective selection. Every product offered is subject to prior validation of the investment committee-An investment committee comprised of highly experienced professionals combining more than 50 years of experience.
A strategic business network with Banks, Asset Management Companies, Insurance Companies, Family Offices, and Lawyer Firms.
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| AISM is aiming to develop a tailor-made expertise in line with each investor’s requirements. This becomes the backbone of a long term partnership. |
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