Foundations and institutions
Many foundations are moving in new directions
BEYOND THE GOVERNMENT FUNDING ROUTE
THE ESSENTIALS
We support you in implementing your philanthropic projects.
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 their responsibilities in line with their corporate social responsibility philosophy. In the beginning, founders are generally unfamiliar with the financial requirements and practical project work. That is why it make sense to have experienced partners at their side.
OUR SERVICES
We have pooled our expertise within the ODDO BHF Foundation Office
Governance issues and risk management are requiring more and more attention in the charitable sector too. Our foundation experts advise you on the planning and establishment of your charitable commitment. They will also offer you expert advice on managing your foundation at a later stage. Determining the foundation’s purpose, the composition of the boards, drawing up investment guidelines and potential liability risks are other important topics that we discuss with you.
When a foundation invests money, safeguarding these assets is the top priority. Foundations rely on regular and stable returns with relatively low risks. As many traditional investments do not meet these requirements, we have developed tailor-made fund solutions for foundation assets. Together with you, we find the best solutions for all your issues.
Associations and public and religious institutions have similar requirements to foundations when it comes to managing their finances. They need stable returns on conservative, capital-preserving investments and are also subject to regulatory requirements and compulsory accounting arrangements. We also act as an expert advisor to these types of institutions on all their financial issues.
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News from the foundation sector
You can find important foundation news in the latest issue of our foundation magazine ENGAGE!
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ODDO BHF Foundation
Established in 1999, our own ODDO BHF Foundation has invested over 18 million euros in charitable projects and partnerships to date. Our funding is primarily granted to social initiatives, science and academia, arts and culture. And because we have been active in the non-profit sector ourselves for many years, we can be an expert sparring partner for you in your activities.
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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.