External Asset Managers (EAMs)
Your requirements
DEFINE OUR SERVICES
THE ESSENTIALS
You focus on your core business – we do the rest.
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 years. Throughout onboarding and custody bank functions and even special services, you will have a single point of contact – we draw on further expertise from the entire bank if necessary. Personalized care, short processes and high service levels are our external asset manager team’s strengths.
OUR SERVICES
Client-focused, individual and personal
The services of our EAM team are kept entirely separate in terms of organization, within Private Wealth Management and from all other areas of the bank. Our range of services includes:
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Custodian Bank Functions
Custody account and account maintenance for your independent asset management clients, including securities transactions, reporting and tax reporting.
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International Network
Custodian bank services on our German, Swiss and French booking platform.
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Optional Supplementary Services
Lombard loans, currency transactions and handling foreign withholding tax, access to our Capital Market Trading Desk and the ODDO BHF equity research universe with over 700 German and international securities. Can we work for you? We would be delighted to discuss further details of our services in a personal meeting with you. E-mail: [email protected] Telephone: +49 69 718-4135
Other expertises
Meet us
France
ODDO BHF Private Wealth Management is based in France, with offices in Paris, Strasbourg, Lyon and Marseille.
Switzerland
ODDO BHF Private Wealth Management has been operating in Switzerland since the end of 2020, with offices in Zurich, Geneva and Lausanne.