our private banking expertise in switzerland.

Personalised, global and efficient wealth management designed to boost your investments and help you achieve your life goals.

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our mission – to preserve and grow your wealth.

At a time when many financial institutions are moving towards standardised solutions, we put personal relationships and tailored investment solutions at the heart of our approach. We are never far from our clients, with seven offices across Switzerland: Geneva, Zurich, Lausanne, Fribourg, Vevey, Verbier and Zug.

As an independent group since 1796, we rank as one of the world’s best capitalised banks. Our private bank is free from the pressures of markets and external shareholders, so we can focus exclusively on our clients’ best interests, offering stability and continuity.

dedicated banker
for all your needs

offices
in Switzerland

200+

investment
specialists

our private banking approach – tax-efficient management for better performance with no increased risk.

Private assets, real estate, business ownership, pensions and retirement savings, debt, and even family relationships – wealth is made up of many components. Often, these are managed separately by different institutions – this creates inefficiencies and can harm overall performance.

To overcome this, we have developed an integrated approach to wealth management that combines portfolio management with wealth planning, aiming to generate additional net performance without increased risk. We also include multi-generational and multi-jurisdictional management at a very early stage, to take into account any cross-border issues such as the location where assets are held and where your family members live.

our investment solutions – tailored portfolios.

We invest in the principal global markets and we have more than a dozen booking centres around the world. We cover all asset classes, whether listed (equities, bonds, funds, etc.) or unlisted (private assets, private equity, real estate, infrastructure, etc.). Our open-architecture fund platform integrates rigorously selected external solutions.

listed assets

private assets

open architecture

our clients – long-term support from generation to generation.

We are committed to helping entrepreneurs, independent professionals, senior executives and families. We also assist those on a lump-sum tax regime to manage their wealth, with special expertise in cross-border wealth planning.

our experts – a wealth management network in Switzerland and abroad.

Through your banker, you have direct access to our wealth management experts, in addition to experts in asset planning and corporate transactions. With over 25 offices around the world we take control of the tax, cross-border and wealth considerations to optimise how you hold your assets and support you if you change your domicile or choose to retire.

A dedicated banker of reference

Your experienced banker takes a 360-degree approach, offering multidisciplinary advice on all your assets, both locally and internationally.

A wealth assessment and portfolio management tool for the long term

Thanks to our Your Wealth Outlook tool we are able to undertake a full assessment of your assets, simulate various investment scenarios and design multiple portfolios that align with your life goals over the short, medium and long term.

Selling and transferring companies, corporate governance

Are you a business owner? Our centre of expertise for corporate transactions – Lombard Odier Corporate Advisory – can provide advice on strategic decisions related to corporate governance, selling your company, or passing it on to the next generation

Real estate financing support

We can support your real estate financing projects by working with some of the most experienced specialists in Switzerland. We integrate our solutions into your overall wealth strategy to optimise your level of borrowing and boost your return on equity.

Managing retirement savings and preparing to retire

With more than CHF 3 billion of pension assets under management for our private clients, we have developed solid expertise in tailored management of vested benefit assets, supplementary retirement savings strategies and advice on Pillar 2 supplementary pension buy-ins.

Succession planning

Whether you want to organise lifetime gifts, draw up your will, or identify the right inheritance planning instrument, we can structure your assets in a way that optimises for the legal and tax implications of wealth transfer and reflects your life goals and legacy ambitions.

Innovative technology and tools

Our IT platform gives you a full and transparent breakdown of your private and pension portfolios. My LO, your secure e-banking solution, lets you consult your portfolios, track the latest market events, review our analyses, and communicate with your banker in real time.

Advice on philanthropy

Together we can design and structure your charity projects. We can help you to make your own foundation more effective, or support you through our umbrella foundation, Fondation Philanthropia, which we created more than 15 years ago.

Explore how Lombard Odier assesses your portfolios to optimise both your investments and overall performance. Reach out for a tailored, transparent analysis with no obligation.

why us.

+230

investment professionals

+25

offices

+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.

la maison.

get in touch.

Are you interested in our private banking services and wish to talk to one of our experts? Fill out the form below and one of our investment specialists will contact you.

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our private banking expertise in switzerland.

our mission – to preserve and grow your wealth.

our private banking approach – tax-efficient management for better performance with no increased risk.

our investment solutions – tailored portfolios.

our clients – long-term support from generation to generation.

our experts – a wealth management network in Switzerland and abroad.

Explore how Lombard Odier assesses your portfolios to optimise both your investments and overall performance. Reach out for a tailored, transparent analysis with no obligation.

insights.

2026 Entrepreneurs Study: Swiss family businesses are accelerating their technological transformation, but succession remains a key challenge

Pillar 2 buybacks: maximising your tax deduction in Switzerland

Lombard Odier: 230 years of shaping the Swiss economy

Beyond the sale: turning a business exit into a new beginning

From growth to succession: anticipating the key stages in a company’s life cycle

Wealth management: how to stay on course when markets lose their bearings

Fondation Lombard Odier and the Swiss Polar Institute join forces to help improve natural hazard mitigation in the Swiss Alps

Selling or transferring a business: preparing the handover beyond the transaction

Investing in Swiss real estate: three key takeaways in three graphs

why us.

get in touch.