our UK private banking and wealth management expertise.

Security and stability are fundamental considerations, particularly following a liquidity event.

As an independent Swiss private bank with 230 years of history and a solid balance sheet, Lombard Odier offers long-term continuity designed to endure across cycles. Our AA- rating from Fitch reflects our financial solidity.

For UK-based entrepreneurs and private equity professionals, and families seeking private banking in London, this combination of local presence and Swiss stability provides reassurance that your wealth is supported by institutional strength, prudent risk management, and a long-term perspective.

Ideally, at least two to three years before a potential exit.

Many entrepreneurs focus on maximising enterprise value but underestimate the personal tax, estate, and liquidity implications of a sale. Early planning allows you to structure your wealth efficiently, assemble the right corporate and personal advisory teams, and avoid last-minute decisions that can erode value.

At our private banking London office, we work alongside your corporate financiers, lawyers, and tax advisers well ahead of a transaction, and, where necessary, connect you with our wider network of external specialists. As one of Switzerland’s leading private banks, we combine pre-sale structuring, financial modelling, and long-term wealth planning to help you transition from business owner to wealth owner with clarity and control.

After a sale, your portfolio effectively becomes your new “engine” of financial stability.

Successful wealth preservation starts with understanding your family’s long-term cash-flow needs, tax profile, and life goals. From there, asset allocation, diversification – including private assets and alternatives – and tax-aware structuring become central.

Our private banking approach combines discretionary and advisory mandates, multi-portfolio and multi-booking centre capabilities, and long-term wealth planning. Drawing on the expertise of a Swiss private bank with global reach, we design portfolios around your objectives and structure them to adapt across market environments.

Cross-border lives require proactive structuring.

Whether you are relocating to or from the UK, qualifying under the UK’s Foreign Income and Gains (FIG) regime, or managing assets in multiple jurisdictions, coordination is essential. Tax efficiency is not automatic – it must be carefully designed.

Through our private banking London team and our wider international network, we provide continuity across ten booking centres such as Geneva, Zurich, and Nassau. You retain the same dedicated banker, while our wealth planners coordinate with trusted legal and tax advisers to ensure your structures remain efficient, compliant, and aligned with your long-term goals.

Concentration risk is common among private equity professionals.

Diversification does not mean diluting performance; it means strengthening resilience. A structured, multi-year approach can help rebalance exposures while maintaining access to private markets beyond private equity – including infrastructure, private debt, and real assets.

Our private banking specialists in London design multi-portfolio strategies that integrate liquidity planning, tax-efficient management, and goal-based investing. Institutional-grade execution, transparent fees, and direct access to senior professionals are core expectations we meet as part of our private banking offering.