Whether you want to realise an aspiration; flexibly manage your liquidity, grow and diversify your investments or restructure your wealth, our Swiss clients can make use of our Lombard loans and mortgage consultancy services. A Lombard loan is a fixed loan or agreed overdraft granted against a pledge of liquid assets such as equities, bonds or investment funds, up to a certain percentage of their value. With a Lombard loan your assets remain invested, allowing you to retain all of their related advantages such as voting rights and dividends for equity holdings.

Lombard Odier is also your reference partner for all your real-estate plans. We offer you our expertise on interest-rate strategy, duration and investment of your own funds so that you can make the most of your mortgage from a capital and tax perspective. We work with one of Switzerland’s leading mortgage brokers to ensure that you benefit from competitive rates. This solution provides you with a bespoke, flexible and transparent offer with regard to financing terms and conditions.

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