Life insurance
Achieve your goals
with a wealth management tool of choice
THE ESSENTIALS
An investment tailored to your life plans
Life insurance is the ultimate wealth engineering tool. It offers a full range of financial options that can be adapted to suit individual objectives and circumstances.
ODDO BHF Private Wealth Management has chosen solid partnerships with leading insurers, whose offer meet the expectations of wealthy, international private clients. We offer French and Luxembourg policies giving access to a wide investment universe defined by the insurer and enhanced by funds selected by our experts. Some life insurance policies include our different management methods (discretionary management and advisory management) as well as customizable options.
OUR APPROACH
Customisation and innovation
Our range of innovative contracts allows you to invest in an envelope with specific financial and tax features to suit the diversity of your objectives. For large assets, the main advantage of our Luxembourg range lies in the possibility of hosting specific investment vehicles within the contract, in addition to traditional UCIs:
- FIDs (dedicated internal funds) which are tailor-made and managed by the fund manager of your choice according to your objectives,
- FAS (specialized insurance funds) offering you the choice between self management and advisory management.
Your goals dictate the investment advice and the proposed solution, at any point in our relationship.
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.
Autres expertises
