discretionary portfolio management.

We construct portfolios based on our clients’ personal circumstances, tax situation, goals and appetite for risk. Our investment process is easy to understand. We believe in a long-term, holistic approach, where measuring, understanding and managing risk is of paramount importance.


Our portfolio managers incorporate the investment specialists’ analysis and recommendations into our clients’ portfolios. Thanks to their regional expertise and decentralised organisation, they are able to discern clients’ specific needs and formulate solutions that suit individual situations. This is how we create portfolios that reflect the best of our global thinking from a local perspective.

Our portfolio managers draw on the skills of Lombard Odier’s global network of investment professionals. Our clients recognise our expertise. Almost half of them choose to have their portfolios managed on a discretionary basis – where we make investment decisions on their behalf – versus an industry average of 18%.1

Global industry average for 2016, according to the Boston Consulting Group Wealth Report 2016; the Lombard Odier 2016 figure was 44%