Lombard Odier wins four prizes at the WealthBriefing Swiss Awards

awards

Lombard Odier wins four prizes at the WealthBriefing Swiss Awards

We are pleased to announce that Banque Lombard Odier & Co Ltd has been honoured at the WealthBriefing Swiss Awards1 for the seventh year in a row.

These 2021 Awards confirm our standing as a major player in wealth management and recognise specific areas of expertise that set us apart such as technology and sustainability. The distinctions were in the following categories:


Best Domestic Private Bank

This prize has been awarded to us for the sixth time in the last seven years and reflects Lombard Odier’s ongoing commitment to excellence especially by our bankers and wealth planning experts across our five offices in Switzerland. More than 200 of our investment specialists are constantly developing innovative solutions for our clients including private assets and sustainable investments. This award also confirms the relevance of our "Swiss offering", which is based on a global, integrated approach for every component of our clients' wealth, and delivers tailored and tax-efficient wealth management solutions. For over a decade, Lombard Odier has been offering an innovative approach based on the effective distribution of wealth between pension assets and private holdings, along with tailor-made solutions for business owners, senior executives and independent professionals.

The members of the jury highlighted the excellent service provided, our client focus and the scope of resources deployed to support them. The judges mentioned that the extent of the offering and the excellent blend of tradition and innovation enables Lombard Odier to stand out in such a competitive sector

Best UHNW Team (Swiss Domestic Clients)

This distinction, awarded for the fourth year in a row, consolidates our position as a major wealth management player for ultra-high-net-worth clients. We offer UHNW individuals bespoke portfolio management, with a holistic and personalised service. When designing global solutions, we draw on our in-depth understanding of their aspirations, their family circumstances and location, and the goals of each family member. Our teams serve a limited number of clients and are committed to them, which allows us to work effectively alongside ultra-high-net-worth individuals and families. We support them over several decades, or even several generations, while involving and considering the Next Generation in making decisions. 

Best ESG

This prize reflects our pioneering position and our commitment to sustainability. Specifically, it acknowledges our sustainable investment offering, taking into account ESG (environmental, social and governance) criteria, and a considerable amount of additional data, based on a proven in-house methodology, which has undergone a process of continuous innovation since the end of the 1990s. Despite all the challenges faced in 2020, we were still able to strengthen our expertise by launching our Climate Transition and Natural Capital strategies. We have also collaborated with the prestigious University of Oxford and published our Group's first sustainability report. We firmly believe that sustainability will generate high returns for our clients, thanks to the opportunities stemming from the transition of our economies towards a CLICTM model, a circular, lean, inclusive and clean model.

"Lombard Odier is an example for the industry, being the first global wealth and asset management company to obtain the B Corp certification, a truly remarkable achievement. We also recognise their commitment to sustainable investing and transparency, with the publication of a first sustainability report," the judges added

Best Technology Outsourcing Solution

Created "by bankers for bankers" and developed within the Lombard Odier Group over the course of some 30 years, our G2 IT platform is acknowledged by investment professionals as leading in the sector. Considered a veritable achievement, not only is it used by our entire Group, in Switzerland and internationally, it is used by other financial institutions under the approved Business Process Outsourcing (BPO) model. The solution, based on a modular design, enables us to respond to changing business models and incorporate data from innovation projects. The availability of this state-of-the art investment system and robust infrastructure means that the institutions benefiting from the solution are free to focus their energy on their core business. The G2 platform constantly attracts investments, putting us at the forefront of today's developments in private banking and banking technology.

1 About WealthBriefing
WealthBriefing is a high-calibre, independent information website that examines current and core topics in the area of private management, such as strategic and structural changes in the sector, fund management and regulatory developments. With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is currently one of the benchmark media groups in the financial industry.

Important information

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