Discretionary management
A tailor-made investment solution
designed to achieve your goals
OUR TOP PRIORITY
Personalized expertise makes all the difference
Are you looking for a trusted partner to manage your financial assets from start to finish? ODDO BHF discretionary management is the solution that best suits your investment approach. After a careful assessment of your investor profile, we work with you to define personalized goals and devise an investment strategy that is perfectly tailored to your needs. And to maximize opportunities while minimizing risks, we strive to build a diversified portfolio and continuously monitor your investment.
Last but not least, transparent and regular communication is an important part of our collaboration. That’s how we ensure proactive management of your financial position, while obviously taking market trends into account.
When it comes to your assets, you’ll understand that nothing is left to chance…
OUR APPROACH
Listening so we can support you better
Taking the time to get to know you better and, above all, listening to you on a daily basis. As you know, trust is a value that is forged day after day. That’s why your Relationship Manager will do everything in their power to clear up any doubts and answer any questions you might have.
We draw on the full range of the ODDO BHF Group’s expertise to build a tailor-made portfolio with you, managed with meticulous care. We have a precise view of major market trends and anticipate movements thanks to in-depth analyses of key sectors. And because we have an eye for detail, we attach crucial importance to in-depth knowledge of the companies in which our experts invest, using tried-and-tested processes. This gives you access to a rigorous selection of equities and bonds, complemented by a variety of funds across a broad range of investments.
And because Switzerland has its own specific features, our discretionary management offers you a range of investor profiles across all our locations, as well as specific international profiles in three currencies (CHF, EUR and USD), including gold and, of course, Swiss assets, which are exceptionally resilient.
Finally, it should be noted that, to date, ODDO BHF’s discretionary management in Switzerland does not take into account sustainability risks (as defined by the European Union’s new Sustainable Finance Disclosure Regulation (SFDR)), or any negative impact of its investment decisions on sustainability factors, as they are not part of the investment strategy. However, when investing in stocks, we give preference to companies operating in sectors considered to be sustainable, and exclude the following industries as far as possible: arms/weapons, gambling, pornography, tobacco and coal. Now that you know everything, you can make an informed choice…
Other expertises
MEET US
Switzerland
ODDO BHF Private Wealth Management has a presence in Switzerland, with offices in Zurich, Geneva, and Lausanne.
France
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.