Private Wealth Management

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External Asset Manager

We offer asset managers a tried-and-tested, flexible and cost-effective custodian bank service so that they can concentrate on their core task of managing client assets.

As an independent unit within the Private Wealth Management business division, the services of the External Asset Manager team are strictly separated from ODDO BHF Bank's Asset Management in organizational terms.

ODDO BHF External Asset Manager offers you:

  • Personal contact

  • Account and custody account management

  • Representation of complex client relationships

  • Account connections for GbRs, companies, foundations, trust assets (valid for tax residents and non-residents)

  • Data transfer via interface connections to established tools

  • Settlement of stock exchange trading and order placement

  • Online access to portfolio holdings

  • Comprehensive and clear portfolio reporting

  • Support in transaction cost, loss threshold, and ex-post cost reporting

  • Processing service for foreign withholding tax incl. advance exemption and refund of foreign withholding tax

  • Optional: Lombard loan solutions, support in the areas of succession planning and asset structure advice, as well as access to private equity, real estate investments, research and FX trading