Private Wealth Management

Wealth planning is more than just building a portfolio. We take a holistic, global and personalized approach to identify your needs and provide you with individual investment solutions.

Do you rely on a professional asset management company to make investment decisions for you? Or do you develop your own investment strategy and expect up-to-date and individual investment recommendations from your client advisor?

We will work with you to find the investment form that suits your individual preferences.

Together we develop individual liquidity and financing solutions, tailored to your wishes and needs.

Private Equity and Real Estate as alternative asset classes can play an important role as building blocks in asset allocation -not only do they serve to diversify portfolios, but they also offer opportunities for attractive returns, especially in the context of historically low interest rates and a corresponding willingness to take risks.

With more than 30 years of experience, the ODDO BHF Family Office is at your disposal as an independent partner in all matters relating to asset architecture, asset management and asset reporting.

Would you like to engage in philanthropy and give something back to society? Or would you like to set up a foundation for the purpose of estate planning and securing your life's work? The experts at the ODDO BHF Foundation Office will be happy to advise you.

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.

How can we assist you?