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Institutional Fund Platform
Our entrepreneurial culture fosters our growth
ODDO BHF is the modern, flexible private bank for discerning ‘Mittelstand’ entrepreneurs, medium-sized companies and institutional investors with client assets under management to EUR 100 billion.
With its Institutional Fund Platform, the Financial Markets division offers a comprehensive range of services for investment funds (execution, custody and administration and trailer fee management).
The clients are insurance companies, pension funds and asset managers, and, in addition, internal clients such as our Private Banking division.
Market expertise for the highest customer demands
We have been operating our platform business for more than 15 years. Our specialists therefore have excellent relationships with, and access to, all investment funds and asset management companies.
We optimise your income – with us you will be able to benefit from the preferential terms and conditions enjoyed by our bank. At the same time, you will minimise your administrative costs and expenses.
Our structures are flexible, meaning that individual tailor-made solutions can be developed and agreed with you at any time.
Our services are based on a modular concept
IFP Services are based on a modular concept. You can select the offered services individually or in combination.
All the important institutional investor services are catered for, thus eliminating the need to aggregate information from different providers.
All products from a single source
Our product universe currently comprises around 30,000 investment funds offered by more than 235 asset management companies.
We can offer you any fund you or your clients may request. If necessary, new sales agreements are concluded within a very short period of time.
The total volume we currently administrate amounts to EUR 15 billion, the trading volume to EUR 6.8 billion.
Full trailer fees: No deductions
Active trailer fee management: We check your entire holdings every month in order to detect any significant changes and will negotiate better terms with the management company on an independent basis, without any involvement on your part required.
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| Your trailer fees will be calculated on a monthly basis. You receive a detailed report on your entire holdings. | You receive the trailer fees within four weeks of the end of the quarter, regardless of whether the management companies have already effected payment. | The trailer fees are paid out in full without any deductions! Transparency and clarity are our guiding maxims. |
Benefit from our communication channels
Trailer Fee Management
Your contacts
Sven Gräbedünkel
Head of Institutional Fund Platform
+49 69 718 5668
[email protected]
Trailer Fee Management
Matthias Mayer
Institutional Fund Platform
+49 69 718 6827
[email protected]
Daily Business Team
Julia Büttner
Institutional Fund Platform
Markus Stöppler
Institutional Fund Platform
Sascha Dallüge
Institutional Fund Platform
+49 69 718 4040
[email protected]
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