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Lombard Odier is a Swiss banking group that has CHF 316 billion of assets under management and 2,560 employees.
Headquartered in Switzerland, Lombard Odier offers private banking, wealth management and mortgage solutions to high-net-worth individuals.
Lombard Odier set up an office in Dubai in 2007 under the supervision of the Central Bank of UAE.
The bank is authorised and regulated by the CSSF in Luxembourg and its branch in the UK by the Prudential Regulation Authority and the Financial Conduct Authority.
Lombard Odier's services can be divided into 3 main categories:
1. Private banking:
Lombard Odier's private banking services are targeted at entrepreneurs and their families. It mainly includes the following services:
2. Asset management:
Lombard Odier has investment managers that help clients align their portfolios to their goals and help create fresh investment perspectives (we would recommend reading the expert verdict section of this review before using their asset management services).
3. Banking technology:
Lombard Odier claims to have 220 years of wealth management experience that has helped them keep up with the technology demands of the industry. They have created an IT system using this knowledge of wealth management and it includes a banking platform and global assets+ solutions.
We would highly recommend reading the 'expert verdict' section of this review to make an informed financial decision.
Additionally, here's a free guide that can help you achieve better results. In this guide, you'll learn:
Yes, Lombard Odier offers portfolio management to their private clients as part of their investment solutions service.
They claim to create portfolios based on client goals, risk appetite and tax circumstances.
They offer both:
Private clients dedicated banker is said to liaison with the investment experts at Lombard Odier.
Yes, Lombard Odier have had external asset managers for almost three decades.
Lombard Odier has offices for private clients in:
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Lombard Odier is a small, more boutique private bank.
Because of this, you are less likely to receive the best of breed in banking, investment and financial planning and fewer staff may also mean skill is lacking.
If you are already a private banking client of Lombard Odier, we would recommend a no-obligation Second Opinion to ensure you are on track to reach your ideal future.
Additionally, we are happy to review the financial plan that has led to the investment portfolio you currently have.