Oppenheimer Announces Brand Initiative And Relaunch

James Miller, Contributing Editor & Research Analyst, Wealth Solutions Report

Relaunch To Include Ad Campaign, Website Revamp And Client Access Platform Enhancements

The wealth manager and investment bank Oppenheimer & Co., a subsidiary of Oppenheimer Holdings, announced a strategic brand initiative and relaunch featuring the slogan, “The Power of Oppenheimer Thinking,” to underscore the firm’s mission to apply original thinking to anticipate and capture investment opportunities.

Robert Lowenthal, President of Oppenheimer & Co., said, “This initiative represents a contemporary brand evolution, harmonizing our history with the dynamic outlook that propels us forward. As a heritage brand with a storied legacy, we set out on a journey of engagement, gathering insights from our valued employees, advisors, and a diverse spectrum of institutional and wealth management clients.”

Robert Lowenthal, President, Oppenheimer & Co.

The initiative will use the letter “O” in the firm’s logo to replace the “o” in featured words, such as “proven” and “resourceful.” The firm will revamp its website as a resource hub in line with the core themes of the brand campaign and enhance its client access platform with a goal of a seamless and optimal experience. The campaign will feature digitally in The Wall Street Journal and Barron’s, as well as Bloomberg Radio.

Lowenthal continued, “As we unveil our revitalized brand, we are excited for the opportunity to reintroduce ourselves to the world, symbolizing our enduring legacy and visionary aspirations. It is important to emphasize that our ongoing pursuit of sustained brand recognition is deeply rooted in a profound understanding of our stakeholders’ needs.”

Joan Khoury, Managing Director and CMO, Oppenheimer & Co.

Joan Khoury, a Managing Director at the firm and its CMO, said, “It’s a new day at Oppenheimer, one in which everyone is firmly united in harnessing our history, intellectual capital, and our way forward. We are better positioned than ever to pursue a future where we continually seek to uncover new, unexplored opportunities and take on challenges to achieve positive outcomes for clients.”

In July, Oppenheimer & Co. added LATAM-focused advisor Tatiana Zurek to its office in Coral Gables, Florida, as Senior Director-Investments. In October 2022, it recruited Meridian Wealth Group to its Nashville office.

James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.

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