Lombard Loans

Providing cash
to complement invested assets

OUR TOP PRIORITY

Giving you more flexibility to finance your projects

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 value.


So while your financial assets remain invested and continue to grow in line with the markets, you can finance other personal projects at the same time. With the advice of our experts, Lombard loans can be an effective asset management tool. And don’t forget that the specific tax features of Lombard loans also need to be taken into account as part of your overall wealth planning. So if there’s any new opportunity you’d like to seize, you can count on us.


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OUR APPROACH

Expertise focused on risk management

It all starts with an in-depth discussion with our experts… During a meeting, we carefully analyse the suitability of a Lombard loan based on your financial circumstances, your assets at ODDO BHF, your investment expertise and your goals. Naturally, this assessment takes into account the economic context and focuses on effective risk management. After joint approval, everything is set up as quickly as possible. As a result, your asset structure is preserved, while your projects can come to fruition thanks to the liquidity generated by Lombard loans.


When it comes to cash management, ODDO BHF offers personalized cash management services, taking into account all your assets and liabilities to help you realize your projects. Whether you want to finance the purchase of lifestyle assets (boats, property, art, etc.) or obtain short-term liquidity, Lombard loans are the ideal solution to support your every need.

What about diversifying your investment portfolio? Lombard loans give you the opportunity to invest more, thereby improving the overall performance of your portfolio. Please contact our specialists to help you choose a strategy tailored to your asset allocation and risk management needs.


Other expertises

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. Investments Advisory

    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…

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  7. 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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  8. 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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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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