Business lines

Independent Financial Advisors

Combining innovation, responsiveness and expertise

Presentation

Services designed to empower the assets of the IFAs’ clients

For more than 30 years, we have been offering a full range of products tailored to the needs of our IFA partners and their clients. With a wide array of solutions in life insurance, securities accounts, real estate, private equity and retirement, and with the expertise of the ODDO BHF Group in asset management, we are committed to providing a high-end turnkey service that brings long-lasting value to our clients.


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 with the ODDO BHF Derivatives Solutions platform
    • 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

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assets under management

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clients in France

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IFA partners in France and Belgium

Governance

Raphael HASSAN

RaphaëlHassan

Head of IFA Distribution

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Nicolas Goyard

NicolasGoyard

Chief Operating Officer and Deputy Director IFA

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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.

Raphael 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.


Business lines

Institutional Fund Platform

Business lines

Asset Servicing