The self-employed have many obligations to fulfil within the scope of their activities.

As a privately owned, entirely independent bank, we know that your situation brings with it added responsibilities and high-level commitments. Personally monitoring your assets would take up valuable time that you would probably prefer to spend on other activities. However, you are concerned about your pension and want to plan for your future. At Lombard Odier, you will find dedicated contacts who understand your issues and aspirations. In addition to our global offering, we can set up specific mandates to manage your assets in a tax-efficient way, through a "multi-pocket" strategy. This strategy is particularly suited to the self-employed, enabling you to allocate your capital to different "pockets" while maintaining a broad overview. The Swiss pension framework offers several advantages here, which we have fully integrated into our strategy to optimise the tax impact of investing, for example via a vested benefits account or a bel étage plan (supplementary pension plan).

I want a personalised service, in both good times and bad, and I want to be quickly informed of any problems. My banker meets all my expectations. He is very responsive, involved and attentive.1

Whether you are planning to retire early or want to work beyond the legal retirement age, our wealth planning experts will support you in all your plans. They will work closely with our bankers to ensure that your wealth is structured in line with your life goals.

Whether your assets are spread around the world or you want to structure them for future generations to enjoy, we will propose appropriate plans.

1 These quotes come from discussions with Lombard Odier clients. They are taken from a survey conducted in the first half of 2019, in which a panel of clients took part in individual interviews. 

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