Private clients

Achieve
your wealth-related goals

Presentation

Consolidate and perpetuate our clients’ wealth

As strategic advisors driven by excellence and creativity, we see ourselves as wealth architects, with the ambition to exceed client expectations. Our holistic approach includes wealth management strategies, family office services, loan financing and various other investment options tailored to our clients’ specific needs. We offer liquid and alternative investment solutions, as well as individual financing, with a long-term approach to accompany you. 


Our offer

  1. Private Wealth Management

    We develop customised investment concepts and solutions for our clients. Our goal is to preserve and grow their wealth, allowing them to pass it on successfully to the next generation.

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  2. Asset Management

    As a leading asset manager in Europe, we provide investment solutions in equities, bonds, asset allocation as well as private equity and private debt.

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  3. Private Assets

    We provide a range of private equity, venture capital, and private debt solutions.

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  4. Corporate Finance

    We offer family businesses, listed companies and private equity houses a full range of services including M&A advisory, financing and restructuring, public M&A, bond placements, capital increases and IPOs.

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Contact

Joachim Häger

Private Wealth Management Global Head

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Emmanueld’Orsay

Head of French Private Wealth

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Martin Liebi

MartinLiebi

CEO ODDO BHF (Switzerland) Ltd

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ThomasBurri

Head of Private Wealth Management Switzerland

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Reasons to believe

  1. Customised investment concepts and solutions

    We develop tailor-made investment concepts and solutions for entrepreneurial families and their family offices, high-net-worth individuals and foundations.

  2. A diversity of expertise

    Our holistic approach includes wealth management strategies, family office services, loan financing and various other investment options tailored to our clients’ specific needs.

  3. Both regional and international support

    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.

Locations

Tailor-made financial services on a global scale

ODDO BHF is the result of a precursory entrepreneurial spirit which started in France, Germany and Switzerland back in the 19th century. Therefore, we are deeply rooted in Europe. We also aim to promote our expertise throughout the world, from America to Asia, via the Middle East.

Locations