foundations.

As a philanthropic organisation, you want your foundation’s capital to be managed sustainably so that it can support your activities and missions for decades to come. 

For more than 220 years, Lombard Odier has been a leader in Switzerland in both wealth management and philanthropy. We are firmly committed to the Swiss foundations community and to promoting philanthropy in our country.

We are also active in this field through our two foundations, Fondation Lombard Odier and Fondation Philanthropia. The first is our company's foundation and the latter, an umbrella foundation, is entirely dedicated to our clients' projects.

 

 

Fondation Philanthropia has helped me to nurture this project and gain experience in the area of institutional philanthropy. The umbrella fund structure is much easier to set up and less expensive than a regular foundation, which means I can allocate more resources to the causes I wish to support.1

Fondation Philanthropia is a member of SwissFoundations, the association of Swiss donor foundations, and upholds the Swiss Foundations Code.

 

customised management of foundation capital.

We have long-standing relationships with, and manage the assets of, many foundations. We have also set up a dedicated team of portfolio management specialists for both institutional and private clients. We can therefore offer you a portfolio management strategy that meets your foundation's needs and aspirations.

You will also benefit from our sustainable, innovative and tailored investment capabilities, and tailored reporting. In conjunction with proFunds, the association of Swiss grant-making foundations, Lombard Odier conducted a study in 2021 on the activities of Swiss foundations and associations in the area of sustainable investment, to keep abreast of the evolving needs of foundations. You can access this study by clicking here.

 

1 Quote from Adelin Coigny, creator of Smile Wave Fund in an interview published on lombardodier.com

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