As a successful philanthropic organisation, you want your portfolio to be sustainably managed while ensuring it continues to support your foundation in its mission for decades to come.

Since Lombard Odier started managing our foundation’s portfolio, we’ve seen a step-change in its capacity to enable our success.

For over 220 years, Lombard Odier has been a leader at the intersection of philanthropy and wealth. We are actively involved in the Swiss foundation community in order to champion philanthropy in our country, and we undertake philanthropy of our own via our two foundations – Fondation Lombard Odier and Fondation Philanthropia. As such, we’re ideally placed to support your foundation in making your portfolio work hard in contributing to your mission. We have many long-standing relationships with external foundations whose assets we manage, and have built a dedicated team of experts with experience in managing the portfolios of both institutional and private clients. As our client, we will design your portfolio management strategy around your foundation’s needs and aspirations. You will benefit from our cutting-edge, bespoke responsible investing capabilities, as well as Socially Responsible Investment (SRI) reporting tailored for you.

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