Wealth planning

Structures create security
FOR YOUR PRIVATE, FAMILY AND BUSINESS ASSETS

The essentials

We help you to analyse and structure your assets.

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.

OUR SERVICES

Structuring
Your personal situation and financial goals are the benchmark of our advice. That is why an analysis of your entire asset structure is at the beginning of the process. We support you in structuring the individual assets in such a way that risks can properly diversified – and thus pave the way for your optimised, long-term asset structure together.
Management
Don’t want to deal with complex financial and capital market issues in detail, but still want to be up to date at all times? A mandate with ODDO BHF gives you the certainty that your assets will be professionally managed and monitored in accordance with your wishes and risk considerations.
Advice
Want to make your investment decisions yourself? But also want an expert, experienced sparring partner with whom you can discuss your ideas? Your personal ODDO BHF advisor is there for you and identifies individual investments to match your risk profile as well as your investment goals.

Other expertises

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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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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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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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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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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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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