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are your portfolios sufficiently resilient and high-performing? optimise your investments with lombard odier.

are your portfolios sufficiently resilient and high-performing? optimise your investments with lombard odier.

are your portfolios sufficiently resilient and high-performing? optimise your investments with lombard odier.

At your request, our experts can perform a comprehensive portfolio health check. This review is provided for information purposes only and does not constitute advice, a recommendation, or an invitation to enter into a transaction.

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"portfolio health check": our expertise at your service.

Regular portfolio reviews maximise your chances of achieving your objectives. A portfolio designed several years ago to suit your goals and market conditions may no longer be aligned today:

 

Is your asset allocation optimised to deliver the desired performance?

Are currency risks adequately hedged?

Is the tax impact of your investments under control?

 

Drawing on our expertise, we identify the key levers to optimise clients’ investments and help build robust portfolios that capture performance whilst remaining aligned with clients’ life plans and risk profiles. Our tailor made analysis combines quantitative and qualitative methodologies.

a simple process for your personalised portfolio analysis.

To carry out this tailored portfolio analysis, we have implemented a straightforward process:

Send us a brief message outlining your needs

We will contact you by phone within two to three working days to arrange an initial discussion at your convenience

Upon your request, we can arrange contact with our experts for an initial portfolio health check.

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lombard odier builds strong foundations for your portfolios.

Technology

We model your existing portfolio using our advanced management platform and compare it against our optimised models. 
 

Human Capital

Over 200 investment specialists across the Group, including experts in research and financial analysis, experienced bankers, and an international team of wealth planners. 
 

Personalisation

Tailor-made solutions have been part of our identity for over 200 years. We support entrepreneurs, large families, foundations, independent professionals, and senior executives in Switzerland and worldwide. 
 

Holistic Vision

Lombard Odier offers clients a 360-degree perspective through our comprehensive wealth approach, encompassing portfolio investments, real estate, private assets, liabilities, and the legal and tax environment – all aligned with your life plans.

still unsure? contact us for further information.

Yes. This initial portfolio review is completely free and without obligation.

No. No documents are required for the first discussion. We start by understanding your needs to better support you.

Absolutely. As a Swiss bank, Lombard Odier strictly adheres to data protection standards.

Individuals residing in Switzerland with financial assets of at least CHF 1 million.

why us.

+200

investment professionals 

+25

offices globally

+220

years

At a time when many are opting for standardised offerings within private banking, we believe in personal relationships and bespoke investment solutions, powered by cutting-edge technology.

At Lombard Odier, we support the transformation to a fair and sustainable world. We are proud to have been the first global wealth and asset manager to be awarded B Corp certification.
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