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wealth management: preserve today, pass on tomorrow.

wealth management: preserve today, pass on tomorrow.

Investment advice, asset structuring, wealth planning: we coordinate the expertise needed to manage all aspects of your wealth.

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bespoke service
bespoke service ·our approach ··wealth planning·local expertise ·contact

protect, grow, and transfer your wealth with our expertise in personalised wealth management.

Are you looking for a bespoke wealth management service? For over two centuries, we have been working alongside our clients, offering tailor-made solutions to help manage and pass on their wealth. This continuity shapes our culture: a long-term vision, an inter-generational responsibility, and a constant commitment to meeting the standards our clients expect. 

bespoke wealth management, aligned with your life goals.

Your wealth is not just about financial assets. It reflects you and your family’s life journeys, convictions, successes, and ambitions. It is in this unique context that you are looking for:

  • Customised wealth and asset management that aligns with your priorities
  • A holistic understanding of your wealth beyond just your financial assets
  • Robust, coherent, and efficient legal and fiscal structuring
  • Multi-jurisdictional and multi-generational support
  • Expert advice for major life events affecting how your wealth is managed: sale of a business, relocation, succession 
  • A long-term relationship led by stable, committed teams 

At Lombard Odier, we work with you to build a lasting relationship based on a keen understanding of your personal, family, and professional situation, as well as your life projects. 
We use this holistic approach to orchestrate every aspect of your wealth: investments, asset structuring and planning, legal and tax1 considerations, family governance, and transfer preparation. 

 

 

25+

offices

10

booking centres 

+200

investment specialists


Our wealth management model is based on personalisation and proximity. Your dedicated banker is your single point of contact, organising your wealth both locally and internationally and putting you in direct touch with our investment and wealth planning experts.

Each journey through life is unique. We design consistent, high-performance, dynamic solutions aligned with your goals and values

Lombard Odier, a private bank with a family tradition, pays special attention to supporting the next generation. Preparing for a harmonious transfer also means passing on a vision, responsibilities, and values to ensure your wealth endures across generations.

a Swiss firm, connected to the world.

Our roots lie in Switzerland. Our approach is resolutely international. Together, our experts address tax and cross-border matters and help structure your asset holdings within legal and regulatory frameworks they know and understand, working closely with our global network of experts in around 25 offices worldwide.

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integrated wealth management expertise.

We firmly believe that wealth management cannot be standardised – it must fit your individual, financial, and family circumstances. That is why we have gathered together complementary expertise to support every aspect of your wealth strategy. 

 

portfolio management
wealth planning
family governance
succession planning
tax planning
philanthropy
private assets
asset servicing
sustainable investments
digital interface

We have won multiple “best private bank” industry awards in recognition of the excellence and consistency of the services we offer.

 

Contact us to speak directly with one of our experts and find out more about Lombard Odier’s private banking services.

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high-performance, long-term portfolio management.

As an investment firm, our mission is to provide our clients with first-class investment performance. We offer discretionary and advisory mandates consistent with our wealth management approach, which is based on a long-term investment philosophy and rigorous risk management. 

We build innovative strategies that depend on disciplined, dynamic asset allocation, designed to stand the test of time. All this is thanks to a team of over 200 investment specialists, one of the largest in the private banking sector.
Our holistic wealth management approach to building portfolios includes, where relevant, listed assets (equities, bonds, funds, etc.) and unlisted assets (private equity, real estate, infrastructure), so we can help you unlock the full potential of public and private markets. 

Thanks to our open architecture platform, our clients also benefit from privileged access to the best alternative investment managers in the world. 

My LO, our secure digital interface, offers a complete, transparent overview of your investments, your positions, and their performance, available anytime.

a holistic approach to wealth planning.

Wealth planning is at the heart of our support. Our specialists have the combined legal, tax, and financial expertise to design tailored, cross-border, tax-efficient strategies aligned with your vision for future generations.

We adapt the management of your wealth to you and your family’s life goals, personal and tax circumstances, and country of residence, as well as the distribution of your assets across jurisdictions. We also structure your assets to anticipate key events such as relocation, retirement, sale or transfer of a business, and, of course, succession.

As a family business ourselves, we pay special attention to family governance and intergenerational continuity. We also support you in creating your philanthropic initiatives, while our fiduciary and trust services ensure structures are put in place to meet your wealth and succession objectives.

an international private bank.

Lombard Odier was among the first Swiss private banks to establish an international presence. With more than 25 offices and 10 booking centres worldwide, we support our clients and their families wherever they reside through our local expertise. 

an independent investment firm aligned with your interests.

Founded more than 230 years ago, Lombard Odier is a Swiss private bank wholly owned by its Managing Partners. This independence frees us of all external pressures and guarantees our strategic, long-term approach and interests are aligned with those of our clients.

Our financial strength, combined with rigorous risk management, enables us to offer stability and resilience in a constantly changing environment. Our capacity for innovation complements this approach and enables us to pinpoint new investment opportunities and support the major structural transformations under way in the economy.

Our Firm has been a Certified B Corporation™ since 2019, meeting the most demanding sustainability standards in keeping with our long-term responsiblity. 

Discover how our wealth management can transform your projects into sustainable solutions. Find out more about our Firm. 

questions you might still have.

We offer a wide range of services. These cover portfolio management and wealth and succession planning, including sustainable investment and family governance. Each solution is tailor-made, in keeping with your goals and personal circumstances.

Succession planning is an essential pillar of our wealth management philosophy. We encourage close cooperation among our planning specialists, our investment experts, and your external advisors. This integrated approach allows us to develop comprehensive, tax-efficient strategies that are fully aligned with your vision for future generations.

Contact us using the form below, so that we can assess together the best way to support you. 

speak with our team.

A conversation is often the first step towards greater clarity. 

If you would like to explore how our investment management solutions can support your long-term objectives, our experts are ready to engage with you. Together, we will assess your goals, risk profile, and existing portfolio, and explore how our solutions can be tailored to your needs.  

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1 Lombard Odier does not provide tax advice.