advisory investment management service.

a collaborative investment approach.

A collaborative investment approach built around your decisions, supported by expert insight

Advisory investment management is a collaborative approach designed for clients who want to remain actively involved in shaping their portfolio while benefitting from expert insight, research and guidance. It offers a structured partnership, providing you full decision-making authority, while we provide the macroeconomic and market perspective, analysis and investment recommendations that help you act with clarity and conviction. 

At Lombard Odier, advisory investment management service is ideal for clients who enjoy participating in the evolution of their portfolio and value direct access to experienced advisers. It is a structured partnership that builds on the strengths of our House View, and combines access to global specialists with your expertise, judgement and priorities.  

our approach.

In control, expertly guided

Our advisory service offers personalised dialogue and recommendations that leverage the insights and analysis of more than 200 investment professionals. Through our global investment platform, you gain access to structured macroeconomic and market insights, proprietary research and specialist perspectives. We translate them into relevant, actionable and personalised investment recommendations that reflect both long-term structural trends and shorter-term market conditions.

Every idea is assessed within the context of your portfolio, your objectives and the prevailing market conditions. The goal is not simply to provide advice, but to support informed, deliberate decision-making that remains aligned with your investment objectives and risk profile.

tailored to your needs.

We evaluate each recommendation within the context of your broader asset allocation strategy. We consider how ideas interact with your long-term objectives, diversification needs and overall portfolio construction, ensuring that each decision strengthens your strategy individually and collectively. 

adapting to evolving markets.

Markets are dynamic. Valuations shift, economic data evolves and investor sentiment fluctuates. We assess short-term trends and market dynamics to determine the relevance and risk implications of each recommendation. 

continuous risk oversight.

Every investment recommendation is assessed against your specific goals, liquidity needs and risk tolerance. We evaluate how new ideas may affect portfolio volatility, concentration and downside exposure. Clarity on risk is central to informed decision-making. Together, we examine the landscape from long-term structural shifts shaping economies to shorter-term market movements influencing valuations and risks, and opening up new opportunities.

Our role is to help you navigate complexity with clarity. That ensures your portfolio evolves in line with your objectives, risk tolerance and importantly, your long-term objectives. 

cutting-edge technology.

Our award-winning, global technology platform enables you to view and analyse your portfolio in complete security online. Customisable reporting gives you the ability to consolidate portfolios, view assets and liabilities across markets, currencies, and jurisdictions. It gives you detailed performance attribution, as well as access to market data, our research and publications, and all your banking correspondence.

service levels to suit your needs.

Different clients require different solutions. That’s why we provide two advisory approaches in most markets. Talk to us to learn more about our Active and ActivePLUS service levels.