lump-sum taxpayer.

Are you living in Switzerland with sizeable assets, but are not a Swiss citizen? A proportion of your wealth is held internationally, but you still want to avail of the benefits that Switzerland can offer to your portfolio.





 

Although I live in Switzerland, I spend much of my time abroad and have an international portfolio. I’m really pleased I was able to benefit from the local and international expertise of Lombard Odier.


Lombard Odier can serve you regardless of you or your family’s location. We have a deep understanding of the laws pertaining to international citizens, and we can manage your exposure. Not only do we report on your wealth, we can also act as custodians. We are fully aligned with tax law, and you can take advantage of other services including tax-efficient wealth planning, traditional or tailor-made discretionary and advisory management mandates, and legacy planning. All of this is available wherever your assets are held, and whatever your location. And our digital services, My LO and Global Assets+, offer a view on your entire portfolio anywhere in the world.

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