Listening to you and supporting you today and tomorrow
Like you, we are driven by an entrepreneurial spirit that guides our strategic choices. That’s why we place client satisfaction at the heart of our ambitions. On a day-to-day basis, we act solely in your interests and strive to make every day an opportunity.
Listening to you, taking into account your personal and business assets, your financial and family goals and your life plans… we offer you holistic support that meets your requirements. Our aim is to help your assets grow, protect and organize them, so that they can be better passed on from generation to generation. Together, we can come up with the best solutions to preserve your peace of mind. Last but not least, we are a private bank belonging to a family group managed by the 5th generation where most teams are shareholders. That’s why the notion of long-term partners takes on its full meaning with us.
We offer you comprehensive support, at every stage of your company’s development, to help you structure your assets, anticipate the next steps and organize your wealth in a way that will enable it to grow in line with your goals. And because each case is unique, we can support you with each of your advisors (lawyer, notary, investment fund). We’re with you every step of the way.
One of our missions is to work with you to build a personalized, evolving wealth plan that is focused on your situation and your goals. That’s why we provide you with teams who are experts in your wealth management issues, and develop tailor-made financial solutions.
We offer you a partnership approach and a range of specific products so that our in-house experts can serve your objectives with acuity, while taking into account the specific issues involved.
Knowing you perfectly and understanding your expectations in a comprehensive way, with a view to passing on and perpetuating your wealth, these are the ambitions of our dedicated teams through tailor-made, exclusive and long-term solutions.
Multi-family Offices
Our commitment is to support you and connect you with the best players in the market. In addition to our tailor-made investment solutions, we provide you with access to our network of professionals, both within Private Banking and across the Group, as part of a partnership-based approach.
Investors
Offering you an expert private asset approach, with a focus on venture capital. That’s why we partner a number of business angels.
Charities and not-for-profit organizations
Offering you a partnership approach to managing the assets of charities, endowments and not-for-profit organizations, including their financial, administrative and tax management.
Our personalized approach and our values, which are typical of a family-run private bank, ensure that the long-term interests of our clients are always at the heart of what we do.
ODDO BHF Private Wealth Management is based in France, with offices in Paris, Strasbourg, Lyon and Marseille. Our relationship managers cover the whole of mainland France.
