your Swiss private bank in France.

Setting the standard in private banking for French entrepreneurs and their families. Not just today, but for the long term. Generation after generation.

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our mission – to preserve and grow your wealth, securely.

Each path is unique. Whether you are an entrepreneur, an executive shareholder, or a family, your assets deserve a tailored approach. We take the time to understand your journey, your goals, and your values, to design investment and wealth management solutions that are fully adapted to your situation.

As an independent Swiss private bank, we have been serving clients in France since 2001 from our offices on rue Royale. Placing bespoke service and relationships at the heart of our approach, we bring you our widely recognised expertise in wealth management and wealth planning.

With more than 25 offices and 10 booking centres worldwide, we can support you and your family members, wherever you reside.

banker for all
your needs

experienced
bankers

dedicated wealth
planning team

dedicated
portfolio managers

+200

investment
specialists

our approach sets the benchmark in private banking – delivering bespoke wealth management and strategic advice for French entrepreneurs and their families, both in France and internationally.

We support you and your family in all your life projects, with a tailored approach aligned with your short-, medium-, and long-term goals.

Lombard Odier is wholly owned by its Managing Partners, ensuring a level of independence that is rare in the industry. Combined with proven financial strength, stable governance, and over 229 years of heritage, we guarantee a relationship built on continuity, stability, and the enduring protection of your interests.

You benefit from a dedicated banker as your point of contact overseeing your wealth. They coordinate and provide access to our experts in investment, wealth planning, business valuations, and succession.

Our strong local presence as a private bank in France, combined with our international reach, enables us to navigate complex tax matters, cross-border issues, and wealth structuring – from optimising asset ownership to supporting a change of residence.
Where needed, we also collaborate with external specialists in law, taxation, credit, insurance, mergers & acquisitions, and venture capital, both in France and abroad.

our bespoke investment solutions.

We cover all asset classes – both listed (equities, bonds, funds, etc.) and unlisted (private assets, private equity, real estate, infrastructure) – and offer an open-architecture fund platform that brings together the best solutions handpicked by our specialists.

listed assets

private assets

open architecture

With over 200 investment specialists, we craft forward-thinking strategies based on an asset allocation process that is both disciplined and deliberately agile. In a climate of ongoing volatility, we prioritise flexibility: dynamic adjustments, hedging strategies, and careful selection of opportunities, all with a single purpose – to safeguard and grow your wealth over the long term.

our private banking expertise in France.

In France, wealth and inheritance taxation calls for a bespoke approach. Our Paris-based specialists combine deep knowledge of French regulations with international expertise. This dual competency enables us to optimise the structuring of your assets – whether held in France or abroad – and to support you at every key stage of your wealth journey.

Wealth planning

As a leading private bank in France, we pay close attention to the tax implications of your investments. We also structure your assets to anticipate particular events, such as the partial or full sale of company shares or a planned gift, while ensuring your loved ones are protected.

A wealth assessment and portfolio management tool for the long term

We conduct a full assessment of your wealth. Drawing on our private banking expertise, we explore multiple investment scenarios and design portfolios to align with your short-, medium-, and long-term goals.

Family governance

We help families establish robust and lasting governance frameworks to foster intergenerational dialogue, guide decision-making, and ensure the continuity of family wealth.

Wealth transfer

Preparing the transfer of your wealth is key to ensuring its continuity. We make sure your assets are structured optimally, in line with your objectives, while integrating the legal and tax dimensions specific to wealth transmission.

Next generations

As a private bank with a family tradition, we support the next generations to ensure a smooth, confident, and sustainable transfer of wealth.

A dedicated digital platform for your wealth

With My LO, your secure e-banking platform, you benefit from a clear and comprehensive view of your portfolios. You can monitor your investments, follow market developments and our insights, and communicate confidentially with your advisor.

Sustainable investing

Our portfolio construction approach is grounded in rigorous, science-based methods, enabling us to anticipate how companies will adapt to the structural shifts reshaping the global economy.

B Corp™ certification

Lombard Odier obtained a B Corp™ certification in 2019 and was recertified in 2023 with an improved score. B Corp™ is one of the world's most respected independent sustainability certifications, granted to companies that uphold sustainability at the highest level.

our clients.

Your situation is unique – and so are our solutions. We take the time to understand you, so we can support you with precision, with solutions tailored to your profile and your wealth.

entrepreneurs.

We support entrepreneurs at every stage of their journey. Asset structuring, liquidity optimisation, reinvestment, and succession planning: our solutions are designed to uphold your vision and secure every key decision.

family businesses.

Entrepreneurial families strive to maintain harmony while safeguarding their wealth: we help them balance these two essential priorities. Governance, succession, structuring, and preparing the next generation: our approach protects both the business and family ties.

financial intermediaries.

We provide financial investment advisors and family offices with Lombard Odier’s expertise, investment solutions, and banking technology. Together, we enhance the quality of advice and the breadth of services offered to clients.

executive shareholders.

We support executive shareholders in aligning business and personal wealth, from structuring Leveraged Buy-Outs (LBOs) to preparing a sale, managing stock options and retirement plans, and planning for succession or diversification of concentrated holdings. Our tailored approach safeguards your vision and supports every strategic decision.

the Lombard Odier/HEC Paris study.

Family businesses: seeking continuity

How do French entrepreneurial families try to reconcile heritage, the transfer of wealth, and the aspirations of future generations?

This study, conducted by Lombard Odier in collaboration with HEC Paris, reveals the vulnerabilities of family businesses when formalising succession and governance, despite strong operational preparation. While most leaders wish to pass on the business, the next generation – more mobile, more international, and freer in its choices – no longer sees taking over as a given. This gap underscores the need to anticipate, structure, and strengthen intergenerational dialogue.

“Entrepreneur’s Voices” – a series in partnership with Le Figaro.

Since 2022, Lombard Odier and Le Figaro have partnered on a programme dedicated to entrepreneurship and wealth management. Through the “Entrepreneur’s Voices” series – now in its third edition in 2025 – we spotlight inspiring French entrepreneurs alongside our experts, exploring four major themes of our times: AI, healthcare, sustainability, and entrepreneurship. Together, they share insights on economic transformations, business succession, and sustainable investment – issues at the heart of societal challenges in France and worldwide.

Marie Ekeland and Édouard de Saint Pierre (with English subtitles)

The key aspects of wealth management for entrepreneurs in technology and digital sectors

our partnership with France Digitale.

As a private bank committed to innovation, Lombard Odier has been supporting France Digitale since 2016. Founded in 2012, France Digitale is the largest community of digital entrepreneurs and investors in France and in Europe. This partnership reflects our commitment to a new generation of entrepreneurs who combine digital skills, talent, innovation, and impact .

insights.

why us.

+200

investment professionals

+25

offices

+220

years

At a time when many are opting for standardised offerings within private banking, we believe in personal relationships and bespoke investment solutions, powered by cutting-edge technology.

At Lombard Odier, we support the transformation to a fair and sustainable world. We are proud to have been the first global wealth and asset manager to be awarded B Corp certification.

la maison.

get in touch.

Are you interested in our private banking services and wish to talk to one of our experts? Fill out the form below and one of our investment specialists will contact you.

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your Swiss private bank in France.

our mission – to preserve and grow your wealth, securely.

our approach sets the benchmark in private banking – delivering bespoke wealth management and strategic advice for French entrepreneurs and their families, both in France and internationally.

our bespoke investment solutions.

our private banking expertise in France.