Lombard Odier wins European, UK and investment thought-leadership awards020

awards

Lombard Odier wins European, UK and investment thought-leadership awards

The quality of our client service, our investment research and our investment management platform have won us three leading industry awards.

Lombard Odier is proud to have won ‘Best European Private Bank – Investment Management Platform,’ ‘Best UK Private Bank – Client Service’ and ‘Most Outstanding Contribution to Wealth Management Thought Leadership – Individual – Stéphane Monier’ for the CIO Viewpoint: ‘Do central bankers have a climate change mandate?’. We were also highly commended for ‘Best European Private Bank – Client Service.’

 

Industry-leading investment research

A team of more than 200 investment experts generate our private bank’s innovative investment research and publications. This includes a large in-house investment intelligence team, with specialists across all major asset classes, as well as in private equity, hedge funds, and third party fund selection.

Our weekly CIO Viewpoints focus on macroeconomic topics. The award-winning thought piece ‘Do central bankers have a climate change mandate?’ is an illustration of our long-term investment thinking: going beyond market commentary to investigate and analyse the secular shifts at the heart of the global economy and their implications for investors. It goes to the heart of Lombard Odier’s belief in sustainability as the first principle of successful long-term investing, and an important driver of future returns as we transition to the CLICTM economy.

“The panel regard their winner as a truly prolific thought-leader, whose output is engaging for technical specialist and ‘lay’ end investor alike,” said the European WealthBriefing 2020 judges.

“This award reflects the strength, depth and global reach of our investment teams,” said Stéphane Monier, Chief Investment Officer, Lombard Odier Private Bank. “We generate innovative insights, focused on real value creation. We are adapting our investment processes to accommodate the Sustainability Revolution, which has become the most important driver of future returns for our clients’ portfolios.” 

We are adapting our investment processes to accommodate the Sustainability Revolution, which has become the most important driver of future returns for our clients’ portfolios.

Cutting-edge technology

Our second award ‘Best European Private Bank – Investment Management Platform,’ recognises the strength of our proprietary technology platform. Many banks operate different platforms in different jurisdictions. Our single global platform allows us to reconcile the work of relationship managers, investment teams and the custody of assets located across several jurisdictions – and even with various banks – into a single, secure view.

In bestowing the award, the judges considered a number of specific applications of our technology. These included our client banking interface ‘My LO’ and how it enables the seamless operation of our advisory solutions in particular; the strength of our bespoke Global Assets+ offering, with individual solutions for individual clients; and our multi-year project to develop a technology platform for a new era.

“The bank provides a quality investment management platform and an innovative technology approach that in the judges’ view is highly distinctive,” said the judges.

“We are very proud to have won this award for our technology solutions,” said Managing Partner Alexandre Zeller. “It highlights the crucial role that our proprietary platform plays within our business, and the benefits it offers our clients, in terms of portfolio management services, analysis and reporting capabilities. Covid-19 has also underlined how managing our own IT systems represents a clear competitive advantage.”

This award…highlights the crucial role that our proprietary platform plays within our business, and the benefits it offers our clients, in terms of portfolio management services, analysis and reporting capabilities. Covid-19 has also underlined how managing our own IT systems represents a clear competitive advantage.

Excellence serving Global UK clients

We pride ourselves on delivering excellence for our ‘Global UK’ clients: UK domestic clients, UK resident non-domiciled and deemed domiciled clients, onshore and offshore Trustees – and this has been recognised with our third award, for ‘Best UK Private Bank – Client Service’.

Global UK clients make up one of Lombard Odier’s largest and most strategically important businesses. In 2019, we united our teams in Geneva, London and Zurich to serve them in a more holistic and flexible way.

“Our winner is able to draw on 220 years of dedicated client service and stability,” noted the judges. “It offers clients a clear strategy and proposition that combines the best of universal banks’ and multi-family office/independent offerings.”

The judges commended our attentive and personal service, our tailored investment solutions, our multi-booking capabilities and our industry-leading technology platform, all delivered via a single banker.

We are proud that the strength of our client service has been recognised,” said Duncan MacIntyre, head of our Global UK Business. “We seek to accompany our clients and their families over the long term, offering joined-up services across multiple currencies, jurisdictions and booking centres.

“We are proud that the strength of our client service has been recognised,” said Duncan MacIntyre, head of our Global UK Business. “We seek to accompany our clients and their families over the long term, offering joined-up services across multiple currencies, jurisdictions and booking centres.”

 

The European WealthBriefing Awards

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the European WealthBriefing Awards 2020 are designed to recognise companies, which the prestigious panel of judges deems to have ‘demonstrated innovation and excellence.

The awards are conferred by a panel of judges brought together by WealthBriefing, a premier news, features and information source for the global wealth management sector.

Lombard Odier has been consistently recognised in European, Swiss, Asian and GCC WealthBriefing Awards in recent years. In 2019, the bank won multiple European WealthBriefing awards, including ‘Best European Private Bank – Investment Management Platform.’

Point to note: These awards were conferred to the Lombard Odier Group.

Important information

This document is issued by Bank Lombard Odier & Co Ltd or an entity of the Group (hereinafter "Lombard Odier"). It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful, nor is it aimed at any person or entity to whom it would be unlawful to address such a document.

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