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The Oaklet GmbH team has succeeded on the market now for several years. A full transparency and the transfer of our expertise have always been essential for our clients - for above all, we want that you profit from our know-how.

professional.
objective.
precise.


In order that you can make an informed decision, we deliver all essential information in a concise and comprehensible manner, either as an advisor in every phase of the business or simply in response to a singular non-binding request. Fully integrated consultation encompassing product ideas, issues and securities formats as well as after-sales service is as much a part of our performance spectrum as the specific analysis/evaluation of existing portfolios and/or products.
In contrast to the larger companies, we try to smooth the information gaps and differentials and to profit only once the client has understood the scenario clearly, and then made his decision.

Our clients are as diverse as the products:

  • Banks (Private Banks, Savings Banks and Cooperative Banking Institutions) utilise Oaklet GmbH as a source of ideas for products that are resold to the private sector predominantly through a bank’s own marketing channels.

We focus on the development of interest- and stock-based structures that are then priced and issued through investment banks. In the context of proprietary considerations, Oaklet functions as a consultant and a source of ideas.

  • Insurance Company Clients (Insurance plans, retirement funds, pension plans...) are by their nature subject to a strict, legal framework that during product development has a critical influence on the payout profile and on the issuing format.

Oaklet also advises clients in asking the right questions. Furthermore, Oaklet acts as an independent product specialist in addition to helping clients find the optimal partner (Investment bank, KAG, Asset Manager, etc.).

  • Asset Managers (Investment companies, Fund managers, Portfolio managers…) always tread the fine line between yield and safety. Structured products can help tread this line and Oaklet can reveal to the eager and cash-market-oriented managers just how the operation and the products are to be optimally designed.