Business lines

Independent Financial Advisors

Succeeding together

Presentation

Services designed to empower the assets of the IFAs’ clients

In a very crowded and competitive market, Independent Financial Advisors do depend on great client intimacy and trust to build up their franchise. This is all the more important as new players are reshaping expectations under the influence of digitalization.

True edge comes from what others can’t bring to the table: exclusive products, premium service and a seamless client experience that proves value instantly. As the landscape shifts, IFAs who stay razor focused, responsive and relentlessly client-driven are the ones who will keep on thriving.

From entrepreneur to entrepreneur, we value independence and speak the same language. At ODDO BHF, we drive forward momentum through independent advisory, international solutions, and proactive connections.

For over 35 years, our teams have delivered uncompromising, premium service and opened doors to distinctive, exclusive investment opportunities, always tailored to the needs of our IFA partners and their clients.

Leveraging the full strength of our Group through an exclusive, closed “all-in-one” architecture — sharp and reliable solutions in Life Insurance, Premium Banking, Securities Accounts, Real Estate, Private Equity, Retirement, and Asset Management. By aligning mutual interests, we work together by building long-term value for their clients. With zero compromise.

Across every region in France, each partner is backed by a dedicated duo of commercial experts, ensuring a strong personal relationship and razor-sharp back-office responsiveness. Our market-leading satisfaction rate says it all – making us the partner of choice for most of the top-tier IFAs in France.

Our mission is to make every day an opportunity, and our commitment is to partner with our clients to cultivate their independence and success.

What we offer

A full range of innovative and unique personal finance products

  1. Access to unique investment opportunities

    • For life insurance, deferred profit participation, guaranteed income for life, deferred capital, etc., we offer contracts that have been developed with large insurance groups (Allianz and Oradea Vie) and are innovative and adapted to your estate planning needs
    • Private equity: primary, secondary and co-investment funds, etc.
    • Structured products
    • Real estate with Mata Capital exclusive solutions
  2. A unique premium banking offer

    • Bonds and asset/liability guarantees: a unique service in the market, with first-class bank signature quality
    • Lombard loan: a tailor-made, dedicated service; flexibility combined with bank credit
  3. Dedicated services

    • Assignment of a commercial contact person and a commercial advisor
    • Expertise of the ODDO BHF Group in Asset Management
    • Wealth engineering
  4. The use of our digital tools to efficiently manage your portfolio

    • Dedicated partner extranet
    • Online proceedings (subscription, payment, arbitration, buyback, etc.)
    • Simulators (fund performance, retirement, contracts, costs and fees, etc.)

Reasons to believe

  1. A unique platform on the market

    Benefit from our premium platform and the expertise of our team (45 people, including 15 sales representatives in France and Belgium).

  2. Access to a full range of financial expertise

    We have privileged access to the ODDO BHF Group’s full range of financial expertise, especially in Asset Management.

Key figures

  • 0bn

    assets under management

  • 0

    dedicated experts, including 18 commercial experts based in France and Belgium

  • 0

    IFA partners

  • 0

    end clients

Governance

Innovation and pursuit of excellence: the same DNA for over 30 years. We are proud to lead a great team that works hard to offer the best service to our partners.

Raphaël Hassan Raphaël Hassan

Head of IFA Distribution

Contact our IFA team

For any information request

You are welcome to address your enquiry to our teams, who will get back to you as soon as possible.