This service is strictly reserved for individuals who are domiciled in Switzerland and have a portfolio of at least CHF 1 million or equivalent in foreign currency.

portfolio assessment.

Our experts can carry out a qualitative assessment of your portfolio.

1Share your portfolio

2Discuss with our experts

3Receive an assessment and new portfolio proposition

how we help.

Compare.
We model your existing portfolio using our cutting-edge portfolio management platform and compare it to our balanced model.

Assess.
Following a thorough analysis of your portfolio allocation, you receive a free assessment from one of our 200+ investment specialists.

Discover.
We meet with you to gain a detailed understanding of your unique needs, then share a proposed new portfolio.

Decide.
Once you are happy with our proposal, you can become a Lombard Odier client. You will have access to our full range of management services and we can create further new portfolios for you, test them against comparable investments and ensure they are performing in line with your expectations.

Tick the boxes below to receive a free portfolio assessment. After securely sharing your statement with us, one of our experts will contact you within two working days to develop a deeper understanding of your needs. We will then send you a unique portfolio assessment within seven working days.

For more information on Lombard Odier’s data protection policy, please refer to www.lombardodier.com/privacy-policy.

Yes, I confirm I have read and understood Lombard Odier’s Privacy Notice and Terms and Conditions.

I confirm that I live in Switzerland and have a portfolio worth at least CHF 1 million or equivalent in foreign currency.

portfolio assessment.

how we help.

let's talk.

share.

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