Advisory management

Get expert advice
to invest with confidence

the essentials

Management that keeps you in control

Advisory management is one of our main areas of expertise. Designed to support you in your investments, it allows you to maintain control of each transaction while benefiting from informed recommendations.


Advantages

  1. Benefit from personalized advice to optimize your investments

    Your dedicated advisor guides you in your investment decisions according to your financial objectives and your risk profile.

  2. Maintain full control of your investments

    You remain the sole decision-maker, while being supported by an expert who provides you with appropriate and strategic recommendations.

  3. Access tailored solutions

    Each recommendation is carefully crafted to meet your specific needs, from diversification to long-term returns.

  4. Anticipate market opportunities with responsiveness

    The regular advice of your expert allows you to adjust your positions with responsiveness and proactivity.

Any investment in financial products involves risks, in particular the risk of partial or total loss of capital, which you accept and must be financially able to bear. In view of these risks, all potential Investors must have the knowledge and experience necessary to assess the characteristics and risks associated with each transaction.

THE TEAM

Jean-Marc Bataille

Advisory manager

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Sixtine Bourles

Advisory manager

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GauthierDumont

Advisory manager

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Laurent Guyot-Walser

Advisory manager

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Franck Kapamadjian

Advisory manager

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AlexisMarmin

Advisory manager

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RaphaelSouffrir

Advisory manager

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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…

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  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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Contact us

Would you like to discuss with our teams?

For more information or initial discussions, our teams are at your disposal.


Contact us