Investments Advisory

Control and mastery
of every investment decision

OUR TOP PRIORITY

Enabling you to make the best choices

Making the right decisions is undoubtedly part of your day-to-day life – that’s why Investments Advisory is one of our key areas of expertise. Conceived and designed to support you in your investments, this solution above all allows you to retain control of each transaction while benefiting from our sound advice. And because we know that your time is precious, you can interact with your relationship manager at a frequency that suits you and according to the mandate you have chosen. Together, you analyse your needs and requirements to define your investor profile and discuss your views on the market. What’s more, you will receive portfolio proposals tailored to your requirements, which you can adjust if necessary. It couldn’t be simpler. In short, we advise, you decide.


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OUR APPROACH

Leveraging proactivity to achieve excellence

Knowing how to surround yourself with the right people is the key to making the right choices in most situations. That’s why it’s vital to have our team of experts on hand. And as if that weren’t enough, we also offer a full range of publications on developments in the financial markets and many leading companies. If you are already familiar with Investments Advisory in Switzerland, you will no doubt know that the range of investments is extremely broad. It includes not only equities and bonds, either through direct investments or through funds/ETFs, but also certain commodities, structured products, derivatives and property funds. Similarly, the range of financial solutions we offer you is regularly expanded to include new exclusive offerings such as structured products and derivatives, or private equity funds. That’s why you will benefit from regular discussions, in-depth analysis of your portfolio and specific recommendations.


Other expertises

  1. Discretionary Management

    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…

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  2. Life Insurance

    You’re probably familiar with life insurance, the wealth management tool par excellence. But do you know what makes ODDO BHF the partner of choice for optimizing your assets? Today, our relationship managers have established solid partnerships with leading insurers, meeting the needs of a wealthy, international private clientele. As a…

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  3. Lombard Loans

    Why should you touch or move the assets you have already invested? That’s why ODDO BHF is also an expert in granting and managing Lombard loans. As you may know, this type of variable-rate loan is granted against financial assets deposited with us, up to a defined percentage of their…

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  4. Corporate Finance

    Certain decisions can be crucial for a company. That’s why you can call on our team of specialists and advisors, who are fully conversant with all the issues concerning business assets. Where appropriate, we can provide you with a unique platform of expertise in mergers and acquisitions, bond issues, IPOs…

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  5. External Asset Managers

    Because finding a partner who can meet your requirements is not always easy, ODDO BHF is the preferred partner of a growing number of independent asset managers. That’s why our External Asset Manager (EAM) teams based in Zurich, Geneva and Lausanne offer you a wide range of dedicated services, direct…

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  6. Family Office

    What you or your family have built needs to be preserved, consolidated and even optimized… As a family and entrepreneurial group, this issue is at the heart of our identity. With this in mind, ODDO BHF has built up first-class expertise in family office services over the years. We offer…

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  7. Private Equity

    What about investing in non-listed companies? That’s what private equity is all about. ODDO BHF offers you privileged access to opportunities on private markets, selected by us. In doing so, we attach particular importance to aligning interests and active management. That’s why the ODDO BHF Group invests alongside you in…

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  8. Your Relationship Manager

    Managing wealth comes with great responsibility. That’s why you want to surround yourself with the right people to help you achieve your goals. Experienced, knowledgeable and attentive, your ODDO BHF relationship manager will take the time to understand your needs and ambitions. As a result, they can offer you a…

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MEET US

Switzerland

ODDO BHF Private Wealth Management has a presence in Switzerland, with offices in Zurich, Geneva, and Lausanne.

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Germany

ODDO BHF Private Wealth Management has 16 branches throughout Germany.

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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.

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