private wealth holders.

Even if you are in a paid job, your lifestyle is supported mainly by your wealth and asset portfolio. So you want to optimise your portfolio to protect your standard of living for as long as needed, while not losing sight of transferring your wealth.

Lombard Odier offers wealth and tax planning services1 that allow you to maintain your lifestyle through efficient management of your assets. Our discretionary and advisory management mandates can be designed around your required standard of living (goal-based mandates).

We help you manage your assets, be they in Switzerland or abroad, by giving you all the tools required for effective monitoring. We are experts in cross-border management and pay close attention to risks and preserving performance.

Our banker has known us for many years and almost feels like part of the family. Lombard Odier sets itself apart through this sense of family and the quality of its people skills.2

To optimise your wealth structure, particularly in terms of taxation and liquidity requirements (asset and liability management (ALM), or the effects of leverage), we will take into account your real estate assets as part of our global approach.

Lombard Odier will also support you and help you translate your aspirations into concrete actions. Together, we can design and structure your philanthropic projects to reflect your values and optimise their impact. We can help you make your own foundation more effective or support you through our umbrella foundation, Fondation Philanthropia. So while we manage the administration, you can focus on achieving your philanthropic goals.

1 Bank Lombard Odier & Co Ltd does not provide tax advice. Clients requiring tax advice should consult an independent tax advisor.
2 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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