Dedicated team

An ecosystem
at your service

the essentials

Offering you a service that meets your requirements

Wealth management requires specialized expertise and constant monitoring. Experienced, knowledgeable and attentive, your team of private bankers, composed of a senior banker, a junior banker and an assistant, take all the time necessary to understand your needs and ambitions in detail. This dedicated team is surrounded by wealth engineers, product specialists and managers. Together, they are your point of contact.


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Our approach

A four-step support process

01. Structure

We analyze your situation and draw up a personalized wealth management strategy


02. Invest

We give you access to all asset classes and management strategies


03. Administrate

We can help you with all your financing and insurance needs and provide you with regular legal, tax and financial information


04. Adapt

We work with you to monitor the development of your assets and adapt your strategy at every stage of your life


Our expertises

  1. Discretionary management

    Discretionary management allows you to delegate the entire management of your financial assets to experts, according to your profile. Much more than a standardized profile management, our discretionary…

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  2. Advisory management

    Advisory management is one of our main areas of expertise. Designed to support you in your investments, it allows you to maintain control…

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  3. Sustainable investment

    A long-term commitment is one of our core values, and we are convinced that we can play an active role in promoting a more responsible world. That’s why…

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  4. Unlisted & structured products

    Unlisted companies represent a strategic lever for diversifying and boosting your portfolio. As a client of our private bank, you benefit from exclusive access to a universe of opportunities usually reserved to institutional investors…

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  5. Wealth engineering

    Civil law, family law, the general tax code, inheritance tax: managing and sustaining your assets involves many family and tax issues. Private and business assets must…

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  6. Financing solutions

    We understand the importance of a financing solution that supports your ambitions without compromising your wealth strategy. Whether it is a…

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  7. Independant Multi Family Office

    As a family-owned and entrepreneurial group, ODDO BHF has developed its own Family Office. We offer you comprehensive, expert…

    Independant Multi Family Office

  8. Philanthropy

    We support you at every stage of your philanthropic project with comprehensive expertise and a 360° commitment. An expert team is at your disposal to integrate your approach and your structure into a support ecosystem…

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  9. Corporate finance

    Because some choices are decisive for a company, you can call on our team of specialists and advisors experienced in the field of professional wealth. We offer you…

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