Legal advice and monitoring
Today asset management services encompass a lot more than just selecting financial investments. It is now essential to analyze and monitor the legal situation of your clients.
For accounts managed by our partners and held at Lombard Odier, we can take care of the legal and regulatory aspects relating to:
- identifying the right type of account for your clients
- account opening, localization and/or client activity
- succession planning.
You may only access services actually offered in your country of residence, by contacting the Lombard Odier entity duly registered in your country.