Discretionary Portfolio Management & Advisory

At the heart of what we do
COMBINING PERFORMANCE AND TRUST

The essentials

We develop professional solutions for your wealth.

Managing wealth comes with great responsibility. Do capital preservation and security come first for you? Or are you prepared to take the higher risks associated with above-average opportunities? When investing your assets, do you want to put your trust in a professional asset manager who makes investment decisions for you? Or do you have your own investment strategy, and are expecting your private bank to provide current investment recommendations and execute the orders you place? We work with you to find the right investment form for your individual requirements.


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OUR SERVICES

Discretionary Portfolio Management

ODDO BHF is one of the leading asset managers in the German-speaking countries. When you give us a discretionary portfolio management mandate, our experienced portfolio managers manage your assets using a proven investment process. With active investment decisions, we pursue the goal of safeguarding your assets while achieving an attractive return.


Our discretionary portfolio management has received several awards from independent test institutes. These are some of the features of our discretionary portfolio management– a balanced ratio of return, risk and availability that meets your personal requirements; an established investment process with a focus on high-quality securities; continuous monitoring of your assets and comprehensive performance reporting.


OUR SERVICES

Investment Advisory

A broad and smart diversification is the decisive factor for a successful long-term investment strategy. That is why, in addition to discretionary portfolio management solutions with different risk weightings, we also offer you sustainable investments, exclusive thematic funds and investments in private equity and real estate for particularly long-term investors who are willing to take risks.


If you want to retain full control of your assets, we recommend an investment advisory mandate. In line with your personal investment strategy, our team of capital market experts draws on the bank’s own research and acts as your direct link to the capital markets. We support you with individual investments or provide you with a full service – from developing your investment strategy and supplying capital market publications and economic analyses to executing your trading orders. All investment decisions are your responsibility.


Discretionary Portfolio Management & Advisory

Solutions designed in line with your goals

  1. Investment solutions

    • Discretionary management
    • Advisory management

  2. Custodian solutions

  3. Financing solutions

  4. Family office solutions

  5. Independent asset managers

  6. Cross-functional skills

Other expertises

  1. Wealth Planning

    Wealth planning is more than just the total value of the investments in a portfolio. To put you in the ideal position, we take a holistic, personalized and global approach, considering all factors that influence your wealth, its security and your plans to pass it on.

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  2. Private Equity and Real Estate

    How about investing in something other than listed companies? Private equity and real estate as alternative investments can become additional building blocks in your asset allocation. They serve to diversify portfolios while also offering opportunities for attractive returns with a long-term perspective and a corresponding willingness to take risks. With…

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  3. External Asset Managers (EAMs)

    As an independent asset manager, your clients’ interests are your top priority. To enable you to focus on your core business, we handle almost all infrastructure services for you. ODDO BHF has been acting as a custodian bank for independent asset managers in Germany, France and Switzerland for over 20…

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  4. Liquidity- and Financing Solutions

    Sometimes there are opportunities you simply do not want to miss out on. But it may be unwise to access the capital you have already invested and cancel long-term commitments. That is why we develop individual liquidity and financing solutions for you. Want to finance a new project? You can…

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  5. Family Office

    We want to protect, develop and optimize what your family has built. As a family-run private bank with an entrepreneurial mindset, this is part of our identity. That is why ODDO BHF has acquired first-class expertise in family office services over the years. We offer comprehensive, proven and personalized care…

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  6. Foundations and Institutions

    If you are establishing a foundation, you are usually entering unfamiliar territory. Private founders either want to make an impact on their professional environment or allocate more funding to a personal interest. Many feel the need to give something back to society. Companies also often establish a foundation to fulfil…

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Meet us

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.

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Switzerland

ODDO BHF Private Wealth Management has been operating in Switzerland since the end of 2020, with offices in Zurich, Geneva and Lausanne.

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