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your trusted Swiss private bank in the UAE and in the Middle East.

your trusted Swiss private bank in the UAE and in the Middle East.

For over 65 years, we have safeguarded legacies, strengthened family unity, and laid the foundations for sustainable prosperity for our clients in the Middle East.

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our mission
our mission·our approach·personalised services·our investment solutions·our clients·awards·our experts·contact

our mission – meeting you where you are with private banking expertise across the Middle East and beyond.

Founded in 1796, Lombard Odier is an independent Swiss private bank wholly owned by its Managing Partners. With eight generations of continuity and one of the industry's strongest capital bases, we offer long-term stability free from market pressures and external shareholders.

Wealth management is our core mission. For the past 230 years, we have focussed on a single objective: preserving and growing our clients’ wealth across generations through thoughtful, forward-thinking investment solutions.

 

1

dedicated banker
for all your needs

+65

years of presence
in the Middle East region

10

Booking centres
worldwide


Our multidisciplinary team serves clients in the GCC and Middle East region from Geneva, Zurich and in Dubai. We combine global reach with deep local private banking expertise to serve entrepreneurs, expatriates, families, and the next generation, wherever they are.

our private banking approach.

Your wealth deserves a truly bespoke approach. At Lombard Odier, we go beyond one-size-fits-all solutions, by combining our expertise in wealth management with tailored strategies that reflect your unique goals, values, and personal circumstances. As a trusted Swiss private bank serving Dubai and the Middle East, we combine deep expertise with a broad offering. Building on this foundation, we take a global view of your estate and portfolio operating across multiple jurisdictions through a single team that brings together your banker and in-house specialists in investment, tax, and wealth planning. 

Download our whitepaper on succession planning.

 

download

time to talk: the great wealth transfer is underway. 

The Middle East’s private wealth landscape has evolved rapidly, driven by strong wealth creation, an influx of affluent expatriates, and a growing shift toward professional advisory services. As an estimated USD 1 trillion is set to pass to the next generation by 2030, families face a pivotal moment that requires a renewed focus on inheritance planning, legal and regulatory guidance, and strong family governance.

Our new guide, based on an in-depth survey of HNWIs and UHNWIs in the Gulf Cooperation Council (GCC), explores succession readiness in the Gulf within this context of profound transformation. It offers practical insights to help families navigate emerging challenges, ensure a seamless wealth transfer, and protect their legacy for generations to come.

 

sophisticated and personalised services.

Our Chief Investment Office shapes our disciplined investment framework through the CIO House View and dedicated Investment Committees. This ensures timely insights, actionable guidance, and rigorous research, supported by clear communication, helping you navigate markets with confidence and make informed long-term decisions. 

Wealth Planning is at the heart of how we help clients structure, protect, and transfer their wealth across generations.  Our specialists develop tailored succession strategies, address cross border issues, and guide families on governance and relocation implications. Using tailor made solutions and practical tools, we help simplify decisions and optimise wealth for Middle Eastern families. By engaging the next generation and fostering constructive dialogue, our family governance experts help ensure continuity, strengthen shared values and sustain prosperity for years to come. As a private bank in Dubai with Swiss heritage, we bring a unique perspective to wealth planning, ensuring your legacy is preserved across generations.

wealth planning.

wealth planning.

At Lombard Odier, we take a holistic, personalised approach to planning your wealth strategy, so we can help you and your family meet your wealth goals.
investment solutions.

investment solutions.

Investment management solutions tailored to your objectives, offering structured portfolios, strategic asset allocation, tactical decisions, and risk oversight at Lombard Odier.
wealth management.

wealth management.

Learn about our bespoke wealth management: investment portfolios and wealth planning to protect, grow, and transfer your wealth.

our investment solutions – aligning performance with values.

Our investment philosophy is long-term and risk-conscious, guiding every portfolio management decision and serving as a key pillar of our wealth management approach. Supported by over 200 investment specialists, we design innovative strategies grounded in disciplined yet agile asset allocation.

 

listed assets

private assets 

Shariah-compliant investment


We offer flexible, transparent solutions that evolve with market conditions. With access to the world’s major markets, we cover the full spectrum of asset classes – from listed equities, bonds, and funds to private markets, including private equity, real estate, and infrastructure. Through our open-architecture platform, clients can also gain access to leading alternative investment managers worldwide.

Since 2012, we have offered investment solutions aligned with Shariah finance principles, providing clients with bespoke, values-driven portfolios grounded in more than 225 years of responsible banking.

our clients – navigating complexity with confidence.

We believe in personal relationships, and that’s why we take the time to understand your ambitions and design tailored investment solutions that evolve with your needs.  From families and family-owned businesses to entrepreneurs, expatriates, and the next generation, we accompany you through every stage of life.

 

Whether you’re building, running or selling a business, we help structure and protect your private wealth at every stage. As an entrepreneur, your professional and personal assets are closely intertwined, requiring a holistic approach across your entire wealth to create lasting value and optimise your overall asset structure.

Go to dedicated page.

We help protect your business and family relationships through robust governance frameworks and thoughtful succession planning. By managing and structuring your assets with a long-term view, we ensure your legacy is preserved, and your loved ones remain protected across generations.

As a family-owned firm, we help the next generation in preparing for their future roles, helping them understand and manage their inheritance, and navigate succession with clarity and confidence. 

We support expatriates in the UAE with a wide range of wealth management services, helping you optimise assets across borders, diversify your investments, invest in private equity, manage your stock options, and plan your retirement and succession.

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For private clients, family offices and institutional investors, Lombard Odier provides a comprehensive Shariah-compliant wealth management offering, designed for those who wish to invest in line with the socially responsible and sustainable principles of Shariah finance.

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award-winning excellence – recognised as the best Swiss private bank in Dubai and the Middle East.

Our consistent growth in the Middle East has been recognised across the industry. For over a decade, we have been honoured at the WealthBriefing MENA Awards, including Best Overall International Private Bank 2024, Best Shariah-Compliant Wealth Management Offering and Best Private Bank Servicing the Expat Community 2025. 

At the Euromoney Awards 2025, we were also named Best Pure-Play Private Bank in both Western Europe and the Middle East, a testament to our local roots and global expertise, and for the second consecutive year, we were named Best Pure-Play Private Bank in the Middle East at the Euromoney Awards 2026. 

insights.

Lombard Odier named best boutique private bank across multiple regions at the 2026 Euromoney Awards
awardswealth management
awardswealth managementwealth planningfrancemiddle-east

Lombard Odier named best boutique private bank across multiple regions at the 2026 Euromoney Awards

Lombard Odier named world’s best private bank for succession planning at the 2026 Euromoney Awards
awardswealth management
awardswealth managementwealth planningmiddle-eastswitzerlandfrance

Lombard Odier named world’s best private bank for succession planning at the 2026 Euromoney Awards

Living in or moving to the UAE? Our guide to investment, taxation, and wealth protection
corporatemiddle-east
corporatemiddle-eastwealth planning

Living in or moving to the UAE? Our guide to investment, taxation, and wealth protection

Lombard Odier recognised as the best private bank for expats and Islamic finance excellence at the WealthBriefing MENA Awards 2025
awardswealth management
awardswealth managementmiddle-east

Lombard Odier recognised as the best private bank for expats and Islamic finance excellence at the WealthBriefing MENA Awards 2025

Securing legacies: succession planning for wealthy GCC and expat families
In the newsmiddle-east
In the newsmiddle-eastwealth planning

Securing legacies: succession planning for wealthy GCC and expat families

What’s behind the rapid rise of family offices in the Middle East? Exploring the findings of our succession survey
corporatemiddle-east
corporatemiddle-eastwealth planningentrepreneurs

What’s behind the rapid rise of family offices in the Middle East? Exploring the findings of our succession survey

Exploring Lombard Odier’s success in fast-growing Middle East wealth market
In the newsmiddle-east
In the newsmiddle-eastwealth managementour Managing Partners

Exploring Lombard Odier’s success in fast-growing Middle East wealth market

Lombard Odier Middle East study: succession planning shortfalls emerge in next generation wealth transfer
media releasesmiddle-east
media releasesmiddle-eastwealth management

Lombard Odier Middle East study: succession planning shortfalls emerge in next generation wealth transfer

From silence to strategy: exploring succession, family governance, and the revolution taking place in Middle Eastern private wealth
corporatemiddle-east
corporatemiddle-eastwealth planningentrepreneurs

From silence to strategy: exploring succession, family governance, and the revolution taking place in Middle Eastern private wealth

our experts – meeting the sophisticated and evolving needs of clients in the Middle East. 

 

Dedicated banker and team

Your dedicated banker takes a holistic approach to your wealth, supporting you and your family in all life projects, locally and internationally, while connecting you with our investment and wealth planning experts for a bespoke experience.

Succession planning 

Preserving wealth across generations calls for a clear vision, structured processes, and strong family engagement. Our integrated approach combines succession planning, estate structuring, and governance to ensure continuity and harmony across jurisdictions.

Family governance advisory 

We support families in defining values, designing charters, and establishing decision-making structures that prepare the next generation for leadership and ensure long term continuity of wealth and legacy.

Trusts and other legal structures 

As part of our family office and wealth structuring services, we help you set up and manage legal entities – from companies and foundations to trusts and not-for-profits – while overseeing accounting, administration, and coordination with external advisers.

Relocation

When relocating, we guide you through the personal, legal, and tax implications of your move, ensuring your assets are efficiently structured across jurisdictions.

Your Wealth Outlook

With our tool Your Wealth Outlook, we conduct a comprehensive wealth assessment, simulate different investment scenarios, and design multiple portfolios aligned with your short-, medium-, and long-term life goals.

Technology

Our digital platform offers you full transparency on your portfolios. With My LO, our secure e-banking platform, you can view your investments, monitor market developments, access our analyses, and communicate with your relationship manager.

Philanthropy advisory

Together, we design and structure your philanthropic interests, through your own foundation or through our sheltering foundation, Fondation Philanthropia, supported by 15 years of expertise in philanthropy.

why us.

+230

investment professionals 

+25

offices

+230

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.
la maison.

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