Self management
Selecting a range of dedicated products
with conviction
THE ESSENTIALS
Allocation and diversification of your choice
You can opt for self management on all or part of your investments. In this case, you decide on the allocation of your portfolio, the stocks to be included and the trade-offs to be made throughout the life of your investment.
The legal envelopes offered (life insurance, securities account, PEA) give you access to a selection of funds made by our in-house experts, representative of all asset classes.
OUR APPROACH
Expertise and customization
Your private banker is there to support you. You will receive regular macroeconomic information, market reports as well as exclusive solutions developed with our partners, such as: structured products with partial or total capital protection at maturity*, private equity funds, internal and external listed funds. You also have access to a wide range of euro funds from our partnership with 20 insurance companies.
*However, this protection is not guaranteed in the event of early exit of the product or default of the issuer.
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
