Alert on fraudulent use of the ODDO BHF identity
We have noted a multiplication of fraud attempts in which the name ODDO BHF is likely to be used. This is particularly the case for Portuguese-language websites that usurp ODDO BHF SE identity to invite you to make a payment. We would like to inform you that these websites are not legitimate and have been created by fraudsters. We therefore urge you to be extremely vigilant.
If you have any doubts about the authenticity of any documents or solicitations, please do not hesitate to contact your usual contacts directly or to contact us at +33 1 44 51 85 00.
Private Wealth Management
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External Asset Managers
Custodian Bank Offer
The strategic business area External Asset Managers EAM has been offering reliable experience and services to licensed asset managers from Germany, Luxemburg, and Switzerland for over two decades.
The services of the EAM Team Germany are kept entirely separate in terms of organization, as well as within Private Wealth Management and all other areas of the bank.
ODDO BHF Group manages around EUR 10 billion in assets under custody in Germany, France, and Switzerland.
Our range of services
Personal contact persons
- In a customized service
- and optional access to the Capital Market Trading Desk (execution only)
Client Onboarding
- Preparation of account opening documents by the custodian bank
- Account services forindividual persons
- Account services for GbRs, companies, foundations
Order Tools
- Via fax, e-mail or by telephone or by order interfaces
- Our partners for the portfolio and transaction data interfaces/order interfaces:
- PSPlus
- iComps
- infront/vwd
- Expersoft
Digital Access
- Via EAM website (for EAM):
- E-Safe
- Reporting
- Access to portfolio holdings
- Via Client website (read only):
- E-Safe
- App (IOS/Android)
- Access to portfolio holdings
Support with regulatory reporting
- MiFID II PM Reporting
- Ex-post Cost Transparency
- MI FIR transaction reporting according to Art. 26
- Loss threshold report to the EAM
Foreign withholding tax (“Ausländische Quellensteuer“‘)
- Refund processing including “Botenfunktion” + pre-exemption
Optional Services
- Lombard
- Access to private equity solutions
- Optional access to FX trading
According to client's needs, adjustments can be made and additional services can be taken up optionally.
For further information
E-Mail: [email protected]
Telephone: +49 69 718-4135