Liquidity- and financing solutions

Some projects simply
CANNOT BE POSTPONED

THE ESSENTIALS

We give you financial flexibility so you can take advantage of a good opportunity.

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 count on us!


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OUR SERVICES

Our experience at the service of your plans

It all begins with an initial discussion between you and our experts. As an owner-managed bank, we are a family business, which is why an understanding of the individual needs of entrepreneurial families is part of our identity. We provide you with customized financing and adequate liquidity structures that sustainably strengthen your position.


OUR SERVICES

Financing

Together we develop solutions that are precisely tailored to your financial goals – whether you are acquiring strategic company participations or purchasing a property, for example in Mallorca. Our credit lines optimally cover your short and medium-term capital requirements.



  • Currency financing – e.g. USD, CHF, GBP, JPY

  • Real estate financing in the DACH region, France and on the Balearic Islands

  • Shareholder loans

  • Securities financing


OUR SERVICES

Deposits

Selling a stake in a company can create liquidity. Are you looking for liquidity structures that meet your personal requirements? We advise you and develop solutions for how this strategic liquidity can be invested. We offer you a variety of international currencies and maximum flexibility in terms of maturities. Our experts will help you choose the optimal, customized strategy for you.



  • Favorable conditions even in a dynamic interest rate environment

  • Development of liquidity investments as a diversification element in other interest rate areas and currencies

  • Short-term and long-term investments without upper amount limits

  • Creation of a fixed-term deposit ladder with individual maturities and uniform interest rates

  • Equity financing


Other expertises

  1. 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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  2. 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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  3. Discretionary Portfolio Management & Advisory

    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?…

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  4. 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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  5. 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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  6. 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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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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