public purpose statement.

our purpose.

We constantly rethink the world around us to provide a different investment perspective for our clients. Our purpose is to steward wealth responsibly and with foresight across discretionary and advisory portfolio management for both individual and institutional clients. Guided since 1796 by long‑term thinking and rigorous stewardship, we embed stakeholder interests, climate considerations, and human rights into our investment advice and capital allocation decisions, shaping portfolios designed to generate meaningful positive impact. In doing so, we manage wealth not only for today, but for the benefit of future generations, using finance as a force for sustainable progress and enduring value creation.

our mission.

Lombard Odier is an innovative bank of choice for institutional and private clients seeking a bespoke, sustainable approach to wealth and asset management. We create sustainable value for our clients via innovative investment solutions.

Our Group is built on a longstanding partnership model that has remained unchanged for more than two centuries. This model provides stability, continuity, and independence, fostering a truly long-term mindset and ensuring full alignment with our clients’ interests.

As a Group, we build strong, long‑lasting client partnerships rooted in expertise, trust, and care. We strive to deliver forward-looking investment solutions that drive consistent long-term performance.

For our private clients, our ambition is to be the bank of reference for investors, entrepreneurs, and their families, not just today but over the long -term, generation after generation.

For our institutional clients and wholesale distributors, our mission is to identify investment opportunities with care and transparency, guided by our conviction to rethink investment beyond convention.

our values.

• Excellence: we always strive to be the best at what we do through hard work and a growth mindset.
• Innovation: we constantly rethink the world around us and how we invest in it, striving to improve with a pioneering spirit.
• Respect: we put people at the centre of how we do business, recognising the value and contributions of everyone, regardless of age, race, gender or sexual orientation.
• Integrity: our moral values and ethical guidelines define how we operate, ensuring we act with honesty, transparency and loyalty.
• One Team: our colleagues share the same values and work together towards our common goal of serving our clients to the best of our ability.