Your relationship manager
The bond of trust
to preserve and grow your wealth
OUR TOP PRIORITY
Offering you a service that lives up to your expectations
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 personalized wealth strategy, using the best legal, tax and financial tools available. For them, as for all our financial experts, your success is a priority. And to offer you a 360° service, they are your dedicated point of contact, at the centre of ODDO BHF’s ecosystem of expertise, which they call on according to your needs. Lastly, they ensure the overall consistency of the solutions offered and monitor your asset lifecycle closely. Everything is designed to ensure your satisfaction, but we will let you be the judge.
OUR APPROACH
Combining trust with performance
United by a unique mindset and strengthened by its European dimension in France, Germany and Switzerland, ODDO BHF has the necessary credentials and capacity to support you and your loved ones on an international scale. We develop tailor-made financial products and services, capitalizing on our skills and the quality of our network. Our 130 employees in Switzerland (Lausanne, Zurich and Geneva) put their expertise to work for clients in nearly 30 countries. Finally, when we talk about an entrepreneurial spirit, we’re not just talking about an empty word. In fact, a unique feature of our institution is that most of our 3000 employees are shareholders, which guarantees you effective support that reflects our determination to help you succeed financially. That says it all.
Centered around your relationship manager
Solutions tailored to your goals:
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.