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Privileged relationship with entrepreneurs and family companies

As a family group group built over five generations of stockbrokers, ODDO BHF is a special partner of family companies in France, Germany and Switzerland .
The Group provides a broad range of financial, fiscal and legal support services that are tailored for entrepreneurial families.

  • Our corporate finance teams support via:


    (mergers and acquisitions, capital increases, governance)


    (structuring, financing consulting and risk management)

    stock exchange

    (initial public offering, stock exchange planning and corporate broking)

    As well as other financial services heavily specialised in small caps, mid caps and Mittelstand companies: research and brokerage, foreign exchange and funds and metals, corporate banking and international banking.

  • The private wealth management offers :

    • A consulting service (family strategy, legal and tax consulting, management architecture)

    • investment solutions (management and consulting mandate, diversified financial management, private equity and real estate)

    • dedicated services (global reporting, family office platform, tailored credits)

  • Finally, the asset management activity of the Group manages funds that are invested in family assets and equities, based on the conviction that family companies invest regularly and benefit from a stable shareholder base, generating a performance higher than indices over time.

ODDO BHF Companies & Families Circle

The support of the Group dedicated to entrepreneurial families takes shape in the form of events organised as part of the ODDO BHF Companies & Families Circle .

This special place for reflection and exchange for entrepreneurial families aims to contribute to:


at a bi-annual lunch, focused on a strong topic


experience sharing from one or several important witnesses


presenting the analysis of ODDO BHF, gathering topics, proposing support