Private Wealth Management

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Value proposition

Co-building our clients' wealth

We develop customized investment concepts and solutions for entrepreneurial families and their family offices, high-net-worth individuals, and foundations. Our goal is to preserve and grow our clients’ wealth, allowing them to pass it on successfully to the next generation.

We offer our clients liquid and alternative investment solutions, as well as individual financing. Our holistic approach includes wealth management strategies, family office services, loan financing and various other investment options tailored to our clients’ specific needs. Thanks to our unique approach to private wealth management, we have been proving for many years that asset protection and risk-controlled value growth are possible through different capital market phases.

What sets us apart? Our identity as a family-owned European private bank and our commitment to maintaining first-class relationships with them. These shared values connect us with our clients, who view us as a reliable partner and entrust us with their assets.

We combine regional support with access to the international experts of our Group. The long tradition of our private bank in France, Germany and Switzerland means we can give our clients access to a unique European network and in-depth market analyses.

We strive to provide our clients with the best support to help them achieve their wealth-related goals. As strategic advisors driven by excellence and creativity, we see ourselves as wealth architects, with the ambition to exceed client expectations.

The values of a family owned private bank and continuity of our relationship management ensure that the long-term interests of our clients are always at the heart of everything we do.
hager joachim
Joachim Häger Global Head ODDO BHF
Private Wealth Management