Skip to content
Lombard Odier1796 emblem
client access.
Lombard Odier1796 emblem
advisory investment management service.

advisory investment management service.

Markets are complex, opportunities are global and risks are interconnected. Some investors prefer full delegation. Others value their engagement in decisions. 

get in touch

a collaborative investment approach.

A collaborative investment approach built around your decisions, supported by expert insight

Advisory investment management is a collaborative approach designed for clients who want to remain actively involved in shaping their portfolio while benefitting from expert insight, research and guidance. It offers a structured partnership, providing you full decision-making authority, while we provide the macroeconomic and market perspective, analysis and investment recommendations that help you act with clarity and conviction. 

At Lombard Odier, advisory investment management service is ideal for clients who enjoy participating in the evolution of their portfolio and value direct access to experienced advisers. It is a structured partnership that builds on the strengths of our House View, and combines access to global specialists with your expertise, judgement and priorities.  

our approach.

In control, expertly guided

Our advisory service offers personalised dialogue and recommendations that leverage the insights and analysis of more than 200 investment professionals. Through our global investment platform, you gain access to structured macroeconomic and market insights, proprietary research and specialist perspectives. We translate them into relevant, actionable and personalised investment recommendations that reflect both long-term structural trends and shorter-term market conditions.

Every idea is assessed within the context of your portfolio, your objectives and the prevailing market conditions. The goal is not simply to provide advice, but to support informed, deliberate decision-making that remains aligned with your investment objectives and risk profile.

how advisory investment management works.

Understanding your investment objectives

Our advisory mandate follows a structured and disciplined process ensuring collaboration between you and our teams. We begin by working with you to define: 

your financial goals
your investment timeline
your liquidity requirements
your risk tolerance
any specific preferences or constraints

This framework helps ensure that all investment recommendations and decisions in your portfolio align with your long-term strategy, and are adapted to your local tax and legal environment.

Personalised investment recommendations

Your adviser provides targeted investment advice built on our House View: 

1
our global research platform
2
macroeconomic modelling and analysis
3
asset allocation strategy
4
thematic and sustainability analysis
5
specialist insights across asset classes
6
proprietary bottom-up research on individual securities, covering equities and bonds

Each recommendation is designed to help you assess opportunities and make confident decisions in prevailing market conditions. 

It is presented with clear context: 

1. Why now? 
2. How does it fit your overall portfolio allocation? 
3. How does it support your objectives? 


Collaborative decision-making

In advisory investment management, you choose how you want to be advised. Our collaborative investment approach ensures you remain at the centre of the process. Our experts ensure that all recommendations are tailored for you, and that your portfolio is optimally and efficiently managed. All decisions are approved by you, ensuring you retain complete control over the evolution of your portfolio. 


Continuous dialogue

Markets evolve continuously, and so should the investment conversation. Regular contact keeps you informed about market developments, portfolio positioning and opportunities. The frequency and format of communication are tailored to your preferences. So whether you prefer structured, periodic reviews, or a more active dialogue during volatile conditions, the choice is always yours. 

investment insights.

Our advisory guidance is anchored in the same disciplined investment framework that underpins our discretionary mandates. Your relationship manager or adviser is the conduit between you and the full range of our investment expertise.

Our research and analysis spans global asset classes, macroeconomic trends, sustainability themes and detailed company-level analysis. These insights are fused into our House View. This is the framework that shapes our forward-thinking investment ideas that then help you to identify emerging risks and structural opportunities across markets. 

tailored to your needs.

We evaluate each recommendation within the context of your broader asset allocation strategy. We consider how ideas interact with your long-term objectives, diversification needs and overall portfolio construction, ensuring that each decision strengthens your strategy individually and collectively. 


adapting to evolving markets.

Markets are dynamic. Valuations shift, economic data evolves and investor sentiment fluctuates. We assess short-term trends and market dynamics to determine the relevance and risk implications of each recommendation. 


continuous risk oversight.

Every investment recommendation is assessed against your specific goals, liquidity needs and risk tolerance. We evaluate how new ideas may affect portfolio volatility, concentration and downside exposure. Clarity on risk is central to informed decision-making. Together, we examine the landscape from long-term structural shifts shaping economies to shorter-term market movements influencing valuations and risks, and opening up new opportunities.

Our role is to help you navigate complexity with clarity. That ensures your portfolio evolves in line with your objectives, risk tolerance and importantly, your long-term objectives. 


cutting-edge technology.

Our award-winning, global technology platform enables you to view and analyse your portfolio in complete security online. Customisable reporting gives you the ability to consolidate portfolios, view assets and liabilities across markets, currencies, and jurisdictions. It gives you detailed performance attribution, as well as access to market data, our research and publications, and all your banking correspondence.


service levels to suit your needs.

Different clients require different solutions. That’s why we provide two advisory approaches in most markets. Talk to us to learn more about our Active and ActivePLUS service levels.

Our Advisory investment management offers a balance between autonomy and access to leading investment expertise.

You benefit from: 

  • Control over your investment decisions
  • Personalised guidance from experienced advisers
  • Access to macroeconomic and asset-class research and analysis
  • Flexible implementation aligned to your preferences
  • Support navigating changing markets and emerging investment themes
  • A structured framework that helps reduce noise and bias.  

Advisory investment management is built for those who want to: 

  • Participate in portfolio decisions
  • Engage in strategic investment discussions
  • Validate investment ideas before execution
  • Maintain control over portfolio implementation
  • Access deep research and market insights. 

You remain at the centre of the process. Every investment decision is confirmed by you. Every recommendation is shaped by your objectives. 

Our services are often chosen by: 

  • Experienced investors comfortable with changing market dynamics
  • Entrepreneurs who wish to take an active role in managing capital
  • Families reviewing multi-asset portfolios
  • Clients transitioning from discretionary management
  • Investors seeking closer engagement with macroeconmomic trends 

Your adviser acts as a strategic partner, not simply a provider of ideas.

You can expect: 

  • Clear explanations of investment opportunities, risks and trade-offs
  • Macroeconomic and market context behind recommendations
  • Updates on secular themes and short-term market developments
  • Investment recommendations supported by deep research and analysis
  • Guidance on portfolio construction
  • Proactive identification of potential adjustments
  • Structured reporting and transparent follow-up. 

The relationship is defined by dialogue, transparency and trust. 

a partnership built on insight and participation.

Advisory investment management is designed for investors who value engagement as much as expertise. It combines your judgement with our structured market insights and House View, ensuring every decision is informed, deliberate and aligned with your long-term objectives. You retain full execution powers, while benefitting from disciplined research, strategic asset allocation thinking and access to specialist expertise across global markets. 

Our advisory investment management offers a collaborative approach to portfolio management, grounded in analysis, transparency and accountability. You remain at the centre of the process, supported by insights that help you navigate any uncertainty with conviction.

questions you may have.

It is a service where you receive investment recommendations and market insights, while retaining responsibility for final portfolio decisions.

The frequency depends on market conditions and your preferred level of engagement. We provide ideas when they are relevant and supported by market context.

Yes. Your adviser can explore particular areas of interest with you, and provide targeted insights and opportunities.

Yes. Advisory services adapt to your situation, offering guidance across asset classes and strategies, including alternatives and private assets, where appropriate.

Each idea is assessed against your objectives, risk tolerance, liquidity needs and existing portfolio composition.

speak with an adviser.

If you would like to explore whether advisory investment management aligns with your financial ambitions and objectives, our advisers are available to discuss your needs.  

Together, we can define your goals, review your portfolio positioning and design an advisory mandate that combines your judgement with our structured market insights and expertise.  

get in touch.

Please select a category

Please enter your firstname.

Please enter your lastname.

Please enter a valid email adress.

Please enter a valid phone number.

Please select a country

Please select a banker

Please enter a message.

Your information will be used according to our Privacy Statement.

Something happened, message not sent.