independent.

You’re a highly accomplished professional at the top of your field. But you’re not interested in the minutiae of wealth management, and you don’t have the time to devote to personally organising your assets. Nevertheless, you are close to retirement, and you want to plan for your future. You care about protecting your wealth, both for your own future and that of your descendants.


 

I didn’t think my investments were substantial enough for me to be a Lombard Odier client. But they welcomed my modest portfolio and gave it all the attention it deserved.


We can support you with the dedication and expertise you and your wealth demand. Our management mandates are tailor-made to your needs. We take a Tax-Efficient Management (TEM) allocation approach to your wealth planning. If your assets are spread across borders or you want to structure them for the benefit of future generations, we can plan accordingly.  

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. Our credit offering may also be a solution for diversifying your portfolio. And you view it all via our digital services, My LO and Global Assets+.

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