Life insurance
A tailor-made tool
to optimize your assets
OUR TOP PRIORITY
Offering you an exclusive range of wealth management insurance policies
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 result, you benefit from a full range of financial options perfectly tailored to your circumstances and goals. We also offer you Luxembourg insurance policies, as well as access to a vast investment range defined by the insurer and backed by funds selected by our experts.
Finally, as a special service in Switzerland, ODDO BHF can act as custodian and manager for various insurance policies issued by these Luxembourg companies. Policies can be taken out through our Private Bank in France, independent international brokers or directly with the insurer.
To round off this overview, please note that some life insurance policies also offer various management models (discretionary management and advisory management) as well as customizable options. Now, the choice is yours.
OUR APPROACH
Customization at the heart of our investment strategy
Careful selection of life insurance policies is vital to give you the opportunity to invest in a solution that offers financial and tax features tailored to your different goals. That’s what makes all the difference with ODDO BHF.
All the more so when the strength of our Luxembourg range lies in the possibility, for substantial assets, of including specific investment vehicles in the policy in addition to traditional Undertakings for Collective Investment:
- Tailor-made DIFs (Dedicated In-house Funds), managed by the manager of your choice according to your goals.
- SIFs (Specialized Insurance Funds) allowing you to choose between self-management and advisory management in a Luxembourg life insurance policy.
We perfectly understand that your wealth is your most precious asset.
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.