Lombard Odier | Swiss Private Bank Since 1796

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    private clients.

    private clients.

    asset management.

    Meeting clients’ objectives by actively shaping sustainable investment outcomes that really add value

    asset management.

    technology for banking.

    At the forefront of designing and servicing technology solutions for businesses and investment professionals

    technology for banking.

    rethink sustainability.

    Our sustainable investing vision is based on a Circular, Lean, Inclusive & Clean (CLIC™) economy

    rethink sustainability.

    insights.

    Reporting of private placements: a challenge for institutional investors
    in the news technology

    Reporting of private placements: a challenge for institutional investors

    Lombard Odier experts Fabrice Leone, Global Assets+ Sales and Relationship Manager and Donatien di Marco, Global Assets+ Senior Business Analyst, talked to Sphere Magazine about the tools they have created to address the monitoring challenges in private equity.

    Pandemic to endemic; living with infection, inflation and higher rates
    investment insights

    Pandemic to endemic; living with infection, inflation and higher rates

    Omicron’s economic impact should prove short-lived. Despite immediate labour shortages, job markets are healing and monetary policy is normalising.

    Making sense of currencies
    investment insights

    Making sense of currencies

    2021 was a year of especially fragmented currency performance. For 2022, we anticipate a stronger US dollar and Swiss franc, and weaker prospects for the euro.

    The CLIC™ Chronicles: tackling food waste with Too Good To Go
    rethink sustainability The CLIC™ Chronicles

    The CLIC™ Chronicles: tackling food waste with Too Good To Go

    Food waste is a growing problem with a third of food produced in the world going to waste every year. So what can we do? Read our interview with the world’s largest B2C marketplace for surplus food ‘Too Good To Go’ and find out about their mission, innovative app and more.

    discover more insights

    We aim to preserve and grow our clients’ assets, guided by a simple philosophy: ‘rethink everything’. Our sole activity is to serve our clients throughout their various life stages, providing a holistic approach to help them achieve their personal goals, and to preserve, grow and transfer their wealth to future generations.

    Our agile responses to changing economic and political conditions have delivered over 220 years of stability. We’ve grown stronger through 40 financial crises, not by standing still and waiting for them to pass, but by re-evaluating and rethinking the world around us.

    We differentiate ourselves from our peers, thanks to a combination of factors including: our private ownership and organisation as a partnership, our client-centric, bespoke approach, and the way in which we think and act along sustainable principles in our investment strategies. Our private bankers draw on the expertise of a 300-strong team of investment professionals Group-wide and we have an international outlook with over 25 offices worldwide, that is underpinned by local expertise in each of our target markets.

    As an asset manager, we seek to build trusting relationships and create lasting, sustainable value for our institutional clients.

    The combination of our long heritage, our conservative yet innovative culture, and our robust, scientific approach to the Sustainability Revolution ensures we can meet the objectives of all our stakeholders and help accelerate the transition to a sustainable future.

    We believe sustainability is already a key driver of risk and return. Our forward-looking sustainable investment framework is designed to capture the risks and opportunities arising from the complex interplay between financial and sustainability dynamics that we believe will define corporate success in the future. We have a team of over 350 professionals worldwide, operating in offices across Europe, North America and Asia, supporting clients on a local and international level.

    We seek to act as responsible entrepreneurs, continually rethinking the world we live in. Today, our economies and societies are experiencing multiple, interconnected challenges, such as climate change and widening inequalities.

    We urgently need to transition to a sustainable global economy that is Circular, Lean, Inclusive and Clean (CLICTM). This means rethinking the way we invest.
    We place sustainability at the very core of our investment strategy, to identify forward-looking companies that have expanded their focus to multiple bottom lines - not just profit, but also people and planet.

    The CLIC transition will affect all sectors, which means allocating capital to low-carbon solution providers, but also to transition leaders in carbon-intensive industries as they will still be critical for economic growth in a net-zero economy. We believe these companies are going to outperform and generate strong sustainable investment returns for our clients. This is the Sustainability Revolution.

    Banking technology underpins our success. Our banking platforms and proprietary technologies have been designed for professionals and integrate tailor-made digital solutions for our clients.

    Our innovative banking system, G2, offers portfolio management tools, trading, reporting, CRM functionality and much more. This state-of-the art solution is not only used in-house but also offered to other institutions (BPO services) to help them serve their clients.

    In today’s digital world, clients must be able to access their accounts and portfolios at any time, and anywhere. Hence why we offer a range of digital solutions including MyLO (e-banking) and LO Smart, an in-depth monitoring tool that analyses and consolidates digital, banking and non-financial assets.

    let’s talk.