Origin of ODDO BHF
ODDO BHF is an independent Franco-German financial group. The history of the bank goes back for more than 150 years. The bank was created from an alliance of a French family-owned business built up by five generations of stockbrokers and a German bank. BHF-Bank was created in 1970 through the merger of Frankfurter Bank (1854) and the Berliner Handels-Gesellschaft (1856). Oddo & Cie. was founded 1849 by Camille Gautier, a stockbroker in Marseille. In 2016 Oddo & Cie. takes over BHF-Bank and in 2017 the name was changed to ODDO BHF.
The clients of ODDO BHF are private clients, companies, institutional investors and Independent Financial Advisors.
Philosophy and Strategy
The values of ODDO BHF are driven, entrepreneurial, independent, unique, and stable.
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Services and Solutions
ODDO BHF is active in three business areas:
- Asset Management
- Private Wealth Manamgent
- Investment Banking
Private Wealth Management
Wealth management offering tailored services in France, Germany, and Switzerland.
ODDO BHF as a family owned private bank is serving their clients with confidence and trust with great knowledge and experience. The client’s wishes and objectives are taken care of a professional advisory team.
For over a century, ODDO BHF is working with clients to find the best solutions for their business needs and investment solutions.
- A customized approach based on high-quality consulting services
- Customer-oriented, trustworthy, and entrepreneurial
- Full transparency regarding performance, risks, and costs
Private Wealth Management has five offices in France, Paris, Lyon, Strasbourg, Bordeaux, and Marseille, two offices in Switzerland, Zurich, and Geneva and 13 offices in Germany in the main economic centers. Private Wealth Management has 400 employees and 30 billion EUR of assets under management.
The private wealth management at ODDO BHF is based on four building blocks that stand for competence in the areas of finance, taxes, and law.
- Asset structuring
- Transfer of assets – succession planning, foundations, to ensure a long-term standard of living
- Managing the assets – family office services
ODDO-BHF is one of the leading portfolio managers in the German-speaking area. With proactive investment decisions that are fast, consistent and close to the market, ODDO BHF aims to safeguard the client’s assets while achieving attractive returns. Managing the client’s wealth means to ODDO BHF primarily protecting assets against uncertainties in the markets and preserving the assets.
Account Safekeeping & Custodial Services
ODDO-BHF offers a full range of services for back-office outsourcing for private banks and asset-management companies. ODDO-BHF offers their clients modular solutions for white label custodial services and account safekeeping. The clients benefit from innovative tools, proven and trusted implementation solutions, tight control of deadlines and an experienced team.
ODDO-BHF is one of the leading asset managers specialized in European markets.
To private individuals, institutional clients or distributor, ODDO-BHF offers a unique range of investment solutions in all the main asset classes: European equities, corporate bonds (investment grade and high yield), convertible bonds and asset allocation solutions.
The team is flexible, innovative and responsive to find the best solutions for the clients.
ODDO-BHF has three investment centers in Paris, Dusseldorf, and Frankfurt, has 60 billion EUR assets under management, 367 employees, 109 asset managers and analysts, and seven offices in Paris, Milan, Geneva, Frankfurt, Dusseldorf, Madrid, and Stockholm.
Independent Financial Advisors
ODDO-BHF offers for more than 25 years innovative and differentiating services to their partners and clients. IFAs can take advantage of the Group’s expertise, notably in asset management.
Research & Brokerage
ODDO BHF Securities is the leading broker for German and French stocks, is well known for its excellent execution and independent financial analysis.
ODDO BHF Fixed Income is the number one broker-dealer in euro-denominated bonds and provides the clients with access to liquidity on all European bond markets and European credit research.
The research team covers 400 issuers, has 500 institutional clients in Europe and North America, has five offices in New York, Frankfurt, Paris, Lyon, and Tunis, and has 46 trading platforms.
Foreign Exchange & Funds
ODDO-BHF sees itself as an interface between institutional investors, issuers and the markets.
Clients can expect high-quality, competitive prices, and confidential order execution through the electronic trading platform or the competence of the market specialists.
Institutional Funds Platform
ODDO BHF has offered tailor-made solutions for various institutional clients, like pension funds, asset managers and institutional clients. The services are based on a modular concept.
ODDO BHF Metal trades various metals like copper, zinc, tin, and aluminum and offers a full range of services for the metal processing industries. The specialist team understands the needs of the clients, whether it is storage, distribution, metal processing, transport, logistic & supply chain or physical transport.
The services in corporate finance include:
- Capital market advise for listed companies
- Raising capital and IPOs
- Advisory services in bank, bond, and private placement financing
- M&A advisory
ODDO BHF is exposed to several risks. The priority of the group is to identify, monitor, manage and measure these risks. The bank wants to hold its high credit rating and its excellent reputation. The critical elements of risk management are the definition of various limits and indicators to be reported and monitored. Ensure a timely reporting of the risks and have a comprehensive risk policy. The managing partners define the risk policy and approve the risk limits.
Credit limits set the credit exposure to counterparties. The Group tries to balance the assets in foreign currencies with the liabilities in foreign currencies. The Treasury Department manages the liquidity. The operational risk handles the risk of losses due to the failure of internal policies or errors by humans and systems.
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ODDO BHF was named number one broker for French stocks by Extel in 2017 and was awarded by Euromoney number one in high yield research in 2017.
ODDO BHF acts for a more sustainable future and is involving themselves in the long term. The actions in the field of solidarity and social responsibility are long-term. ODDO BHF has created two structures:
- The acting for tomorrow endowment fund in France and
- The foundations BHF Bank Stiftung in Germany
ODDO BHF – Facts & Figures
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|Address||Schulhausstrasse 6, 8002 Zurich|
|Phone||+41 44 209 75 11|
|Year of foundation||1974|
|No. of employees||–|
|Rating||Group: Fitch BBB|
|CEO||Dr. Erich Pfister|
|Eligible Regulatory Capital||61.528 m CHF|
|Tier 1 Ratio||20.80 %|
|Leverage Exposure||943.628 m CHF|
|Leverage Ratio||6.90 %|
|Liquidity Coverage Ratio||171 %|
|Risk Weighted Assets||294.271 m CHF|
|Assets under Management||–|
|Assets under Management / Employees||–|
|Net Profit / Employees||–|
|Cost / Income Cost Ratio (CIR)||–|
|Return on Equity||–|
|Own structured products||No|
|Presence abroad||France, Germany|
Source: Annual Report 2021
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