Our expertise in Luxembourg

Lombard Odier has enjoyed a presence in Luxembourg since 2010. An independently owned family bank, we provide services to discerning clients seeking a stable, innovative and financially solid institution, which offers a personalised and global approach to wealth management, while maintaining that essential local presence.

Our twofold expertise

Private Clients

Our Luxembourg office comprises fully staffed local teams of bankers, wealth planners and investment specialists. This enables us to offer tailor-made asset management and wealth management solutions to our clients and their families and to support them in their professional and private projects over several generations.


External Asset Managers

Our dedicated team provides External Asset Managers (EAMs) with services, products and specialists that allow them to focus on managing their clients' wealth. Among the services we offer is our asset management system, G2, which enables them to analyse and consolidate portfolios and create customised reports. Use of this platform creates a permanent link with our EAMs and allows them to manage their clients on a completely independent basis.

Our dedicated Luxembourg team is part of our global EAM department, with offices in eight booking centres around the world.


Discretionary or advisory management

Our investment philosophy is geared to the long term and we manage risk accordingly. We offer discretionary mandates based on an individual, direct and transparent style of portfolio management that adapts to reflect the changing economic environment. We can manage assets using any mixture of in-house or externally managed investment funds, direct lines or ETFs.

For clients who wish to be more involved in managing their portfolio, or perhaps even work directly with our investment specialists, we have an investment advisory offering.


Global wealth planning

Wealth management isn't just about building a portfolio. At Lombard Odier, our wealth planning services take all aspects of your wealth into account. Our specialists help structure your assets around your short- and long-term objectives, while applying the most appropriate tax solution for your situation. We can design a strategy that supports your desired standard of living over the long term, while enabling you to fund your projects and pass on your wealth to future generations in the best possible way.


Global network of expertise

Our Luxembourg teams draw on the expertise of specialists in our 27 offices worldwide, including investment professionals, lawyers and tax experts, who work across multiple jurisdictions. We have also established strong links with selected external experts in specific areas of law or taxation – both in Luxembourg and abroad. These networks enable us to manage fiscal, cross-border and international issues, and wealth structuring for optimal asset holding, as well as to provide assistance if you change your domicile.


A state-of-the-art digital interface

Our multi-channel MyLO tool allows you to view and manage your assets, across several accounts and countries, anywhere and at any time, and from various perspectives. This integrated, shared technology, a single global platform used by all our offices, can also generate reports for preparing tax returns1.

Our Global Assets+ solution allows us to efficiently manage the administration, custody, consolidation and monitoring of all your financial and non-financial assets, in their entirety, whether they are managed by us or a third party1.


The next economic revolution

We view our current economic, social and governance models as unsustainable. Major long-term structural trends are already changing many aspects of the ecosystem in which companies evolve. The Sustainability Revolution has begun and we believe it represents one of the greatest investment opportunities in modern history. Based on this conviction, we have developed a three-pillar approach to identify the investment opportunities best placed to benefit from this revolution.


An independent group

We are a privately owned, fully independent group. Our Managing Partners are entrepreneurs. They are both owners and managers, as well as developing business relationships with private and institutional clients. We have a long-term vision and are not under external pressure from shareholders. The interests of our Bank are therefore perfectly aligned with those of our clients.

1 These services are not available in all jurisdictions

Jean-Benoît Mesnil Local Managing Director

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