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      investment solutions for long-term wealth preservation and growth.

      investment solutions for long-term wealth preservation and growth.

      Preserving and growing wealth demands a disciplined investment framework, global perspective, deep research, and rigorous risk oversight, tailored to you. 

      Not sure where to begin with your portfolio? Unsure how to balance growth opportunities with capital preservation? Wondering whether your current strategy is fully aligned with your long-term goals? These are all questions that matter. And we are here to answer them. 

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      philosophy
      philosophy·investment services ·portfolio construction·asset classes·global expertise·contact

      our investment philosophy.

      At Lombard Odier, we help bring clarity to complexity. Our sole focus is to care for, preserve and grow our clients’ wealth over the long term. Through generating innovative investment insights, structured portfolio management, strategic asset allocation, nimble tactical decisions and continuous risk monitoring, we design investment solutions that align with your financial objectives, time horizon and tolerance for risk.

      The result? A robust portfolio built not only to pursue opportunity, but to withstand uncertainty and support your wealth over the long term.  

      Long-term value creation grounded in conviction

      No two clients are the same, and your investment strategy should reflect that.

      We design portfolios around you: our objectives, your time horizons, your liquidity requirements and your risk tolerance. This personalised foundation is combined with strategic allocation, tactical agility and rigorous risk management, creating a disciplined framework built to last market cycles. 

      who are our investment management solutions designed for?

      Our investment management solutions are tailored for individuals and families who recognise that wealth requires structure and stewardship, delivered through a private banking approach.
      They are for you if: 

      • you want a robust and disciplined approach to investing
      • you value long-term thinking and transparent communication
      • you seek a trusted partner for your wealth
      • you require access to global investment expertise, and strong risk management
      • you prefer either full delegation or active collaboration delivered within a clear framework.

      In a world of increased complexity, clarity matters. Whether you are an entrepreneur navigating liquidity events, a family planning across generations, or an experienced investor seeking institutional-grade infrastructure, our approach adapts to your needs.  

      our investment services.

      No two investors approach their wealth the same way. Some prefer full delegation. Others value active collaboration. Many seek a balance between structure and flexibility. Our investment services are designed to reflect that diversity, combining disciplined portfolio management with a level of involvement that suits you.
       

      Which mandate is right for you? 

      The answer depends on how you want to engage. Whether you choose discretionary investment management or an advisory mandate, your strategy will be structured around you. It is a bespoke framework, tailored precisely to how you want your wealth managed.

      We provide personalised solutions tailored to your individual financial goals. Whether you prefer guidance or expert management, our services ensure your investments are handled with care, expertise and a focus on long-term success. 


      discretionary investment management.

      Understanding financial markets, evaluating investments, and judging risk and reward takes expertise and time. That’s why many of our clients entrust us with their wealth. If you prefer to delegate investment decisions to experienced specialists, discretionary investment management offers a fully managed solution. 

      We construct a portfolio aligned to your goals, objectives, risk profile, personal and tax circumstances, and manage it on your behalf. Your ambitions for your wealth are the guiding thread of our relationship – which we continually revisit and evaluate over time to ensure that your investment mandate is on the right track. 

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      advisory investment management.

      If you wish to remain actively involved in shaping your portfolio, advisory investment management provides a structured partnership without relinquishing control. 

      We deliver tailored investment recommendations, market analysis and portfolio construction guidance based on our House View, empowering you to make informed decisions with the support of our global teams. 

      We offer personalised, structured investment advice. You retain final decision-making authority, while benefitting from disciplined oversight and strategic perspective.

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      A conversation is often the first step towards greater clarity.

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      managing wealth with precision and care.

      Your portfolio benefits from our proprietary research, macroeconomic, asset-class, sustainability and individual security analysis, and our long heritage of investment expertise. This House View underpins all our investment decisions.
      Guided by this consistent investment framework, we construct portfolios that help you achieve your objectives. We anchor your portfolio in diversification, balancing resilience with opportunity, disciplined risk management and a long-term view. 
      Supported by global investment teams of over 200 professionals across major financial centres, we combine global knowledge with local expertise.  

      how we build your portfolio.

      Effective portfolio management is structured, disciplined and designed to perform across economic cycles. 

      Active investment management is key to ensuring your portfolio remains aligned with economic and market evolutions, and your objectives. Our House View shapes our strategies, ensuring we stay ahead of market trends and position your portfolio for resilience across changing market conditions.

      Our investment process combines clarity with precision, always anchored in your objectives. It combines top-down asset allocation – including our long-term, risk-return expectations for different asset classes – with our bottom-up convictions. 

      Strategic asset allocation is the primary driver of portfolio performance over time. We determine the long-term allocation of assets (equities, fixed income, alternatives and private markets) based on our long-term return assumptions and market views, which we then align with your financial objectives, time horizon, liquidity requirements and risk appetite. 

      This allocation forms the structural backbone of your portfolio, balancing growth potential with capital preservation and diversification through changing macroeconomic and market environments. 

      Discover our Rethink Investments framework.

      While strategic allocation provides stability over the long term, tactical positioning captures short-term opportunities and manages risk. 

      Markets evolve. Interest rate cycles shift. Inflation regimes change and growth fluctuates. Geopolitical risks emerge. Our investment teams continuously assess global economic and financial market conditions. They adjust portfolio positioning to manage risk, respond to volatility and seize opportunities as they arise without compromising on your long-term strategy or risk tolerance. 

      Within each asset class we apply our House View, and rigorous proprietary top-down and bottom-up analysis to identify high-quality investment opportunities. 

      We offer investment management solutions across a broad range of assets, including global equities, fixed income, multi-asset solutions, external and in-house investment funds, alternatives, structured products and private assets. 

      Every selection is grounded in our proprietary research, valuation discipline and forward-thinking sustainability analysis, ensuring that each instrument plays a defined role within your broader wealth strategy.

      Controlled risk-taking with appropriate shielding of downside risk is the foundation of successful long-term wealth management. We assess risk continuously using modelling, scenario analysis and a structured investment framework. 

      We use ‘expected shortfall’ or the loss a portfolio is expected to experience in the worst year out of every twenty, to model risk and simulate a range of portfolio outcomes.

      This disciplined oversight ensures your portfolio remains aligned with your objectives, not only in favourable conditions, but also during uncertain times.   

      what we offer across asset classes.

      A portfolio that enables long-term wealth creation and preservation is anchored in a robust strategic asset allocation, with diversification across core asset exposures, and supplemented by tactical moves to benefit from short-term opportunities. 

      Our investment capabilities span a broad range of assets, allowing us to tailor portfolios that align precisely with your objectives, risk profile and long-term goals.

      Each asset plays a different role in strengthening long-term portfolio resilience.

      1

      Equities 

      Designed to drive long-term growth, global equities provide exposure to companies positioned to benefit from structural trends, innovation and economic expansion.

      2

      Fixed income

      From sovereign bonds to corporate credit, fixed income strategies aim to preserve capital, generate income and stabilise portfolio volatility across market cycles.

      3

      Multi-asset strategies

      Dynamic allocation solutions that combine asset classes within a single framework, seeking to optimise risk-adjusted returns and adapt to evolving economic and market conditions.

      4

      Alternatives

      Including hedge strategies and non-traditional exposures, alternatives can enhance diversification and help manage risks during periods of market uncertainty.

      5

      Private assets

      Private equity, private credit and real assets offer access to opportunities beyond public markets, with the potential to capture long-term value and illiquidity premiums.

      6

      Structured products

      Targeted solutions designed to meet specific return, income or capital preservation objectives within defined risk parameters.

      When integrated within a disciplined portfolio construction framework, these assets work together, balancing growth and stability, liquidity and long-term capital preservation and growth, resilience and opportunity.

      Our objective is simple: to ensure every component of your portfolio has a defined purpose and contributes to your long-term wealth strategy. 

      private assets.

      Private markets can play a powerful role in long-term wealth creation and diversification. We favour a ‘total wealth’ approach that combines both traditional liquid and private assets – private equity, private credit, and real assets such as real estate and infrastructure. Our aim is to achieve broader portfolio diversification, enhanced returns, and lower volatility.

      Our experienced team builds long-lasting relationships across the industry. They take a structured, research-driven approach and perform in-depth due diligence to give you access to what we see as the most compelling opportunities across the market.

      These opportunities are carefully integrated within your broader portfolio, with consideration for liquidity, risk tolerance and time horizon. Our focus is on suitability, disciplined selection and long-term value creation, ensuring private assets enhance your overall strategy. 

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      our global expertise.

      Investing in today’s environment demands both global expertise and local insight. Markets are interconnected. Risks are global, and opportunities emerge across regions and sectors. 

      Your portfolio benefits from the insights of investment professionals based across Europe, Asia, the Middle East and the Americas. Local teams build portfolios with a focus on your specific goals. Our integrated research platform provides economic analysis, sustainability insights, market forecasts and company-level research. 

      This is coordinated intelligence, where multiple perspectives combine to ensure that every portfolio decision reflects both global investment insights and your individual objectives. 

      The result: a portfolio that is forward-looking yet grounded, adaptable yet structured.

      questions you may have.

      It creates clarity and consistency in portfolio management. A successful investment strategy is built on a sound strategic foundational framework, tactical adjustments, carefully considered instrument selection, and aligned with your risk tolerance. Rather than simply reacting to market movements, decisions are guided by a defined framework rooted in rigorous research and clear risk parameters. This ensures that your portfolio remains aligned with your long-term objectives as market conditions evolve.

      Sustainability is embedded throughout our investment research, selection and risk management process. We analyse companies and assets through a forward-looking lens, assessing how structural shifts, including climate transition, technological disruption and evolving regulation, may influence long-term financial performance. This approach helps identify both risks and opportunities that traditional analysis alone may overlook. 

      Discretionary investment management allows our specialists to make day-to-day investment decisions on your behalf within an agreed mandate. It offers efficiency, professional oversight and timely execution. 

      Advisory investment management provides tailored recommendations and insights while you retain final decision-making authority. It is a collaborative relationship supported by continuous research and risk analysis.

      Both models benefit from the same global platform, governance and risk framework. 

      Private assets are available to eligible investors. Private equity, private debt, infrastructure, and real estate can each offer significant portfolio diversification and return advantages for investors prepared to sacrifice some liquidity. We assess suitability carefully to ensure private market exposure complements your overall wealth strategy.

      Your portfolio is monitored continuously by our investment teams. In addition, formal reviews are conducted regularly to assess performance, risk positioning and alignment with your objectives. If your personal circumstances evolve, we can make adjustments to keep your long-term wealth strategy on track. 

      speak with our team.

      A conversation is often the first step towards greater clarity. 

      If you would like to explore how our investment management solutions can support your long-term objectives, our experts are ready to engage with you. Together, we will assess your goals, risk profile and existing portfolio, and explore how our solutions can be tailored to your needs.  

      get in touch.

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