Discretionary management
Entrust the management of your wealth
to our experts
THE ESSENTIALS
Tailor-made management driven by specialists
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 management is entirely customized. It takes into account your investor profile, objectives and convictions, and evolves with your wealth situation over time. We manage your assets according to their convictions, the profile of the portfolio and your objectives. They manage risk and remain available at all times to provide you with the insight and personalization you need.
OUR APPROACH
Listening and availability
Each manager is specialized in a particular economic sector. They provide you with an in-depth view and to anticipate major market movements. All our managers benefit from the full range of the ODDO BHF Group’s expertise.
Our discretionary management service is available for most of the French and Luxembourg life insurance policies we offer, as well as for securities accounts, PEAs and personalized vehicles.
Disclaimer: This page should not be considered as a solicitation, investment advice, recommendation or offer to subscribe to or conclude any transaction in this financial instrument and does not imply any contractual commitment on the part of ODDO BHF SCA. Investing in financial products involves risks, including the risk of partial or total capital loss, if you invest and which you must be financially capable of bearing. 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. Past performance is not indicative of future performance and is not constant over time.
Our expertises
