Our Offer
A comprehensive range of wealth management services
Odax Wealth Partners offers a comprehensive range of wealth management services. Our strategic approach includes defining personalised wealth orientations, strategic asset allocation and complete administrative support, to simplify and enrich our clients' wealth journey.
Our expertise
Core Services
Access the best partners and obtain the most advantageous conditions. Through our network, we help you choose the most effective providers and negotiate competitive rates.
Personalised Strategic Asset Allocation(non-regulated)
We support you in defining a strategic allocation of your assets, at a global level (asset classes, geography, liquidity, etc.), to ensure the coherence of your wealth. This purely patrimonial and non-financial approach is conducted in consultation with your approved advisors (banks, managers, tax specialists…).
Provider Selection Support
Through our network, we help you choose the most effective providers and negotiate competitive rates.
Complete Administrative Management
We handle all procedures, including account openings and managing relationships with banks and asset managers. We also work with your specialised advisors (lawyers, notaries, accountants…).
Manual Account Aggregation & Secure Access
We centralise your accounts on a dedicated secure platform, offering you a clear and concise overview.
Administrative Monitoring & Control
We provide detailed and regular reports to monitor and control the evolution of your portfolios and ensure transparency.
Legal & Tax Coordination
We support you in developing an effective wealth structure, in conjunction with your legal and tax advisors.
Going further
Optional Services
Financing Solutions
Research and connection with approved credit institutions for tailored financing solutions.
Specific Investments
Support in acquiring assets such as collector cars, art, luxury real estate or Private Equity.
Bespoke Wealth Analysis
In-depth collaborations with your lawyers and notaries.
Board Mandates
Assistance in the governance of your wealth structures.