senior executive.

Having spent your working life delivering at the highest level, you’ve reached the pinnacle of your career as a very senior figure in your company. Your extensive contribution is reflected in your compensation, and you’re starting to plan for retirement and to think about transmitting to the next generation. But the demands of making that contribution continue to keep you from devoting the time and attention required to cultivate your wealth, much of which is tied up in stock options and so needs careful attention to mitigate the risk involved.

Lombard Odier made my retirement planning a smooth and enjoyable process. They took the worry out of freeing up my stock options.

We understand that top executives with interests around the world have unique needs, and so we offer advisory services designed to meet them. As our client you will be able to take advantage of our traditional asset management mandates, or have them tailor-made for you. We can help you decide on the best strategies for cash management and exposure to foreign currencies. 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.

We take special care with your stock options, and offer bespoke solutions to optimise the linked value at risk. If you’re thinking about leaving Switzerland or your company, or are starting to plan for retirement, we can support you through the change while preserving your wealth and making it work for you. Whether you’ve permanently relocated or are simply away on business, you can always get in touch with our relationship managers or view all your assets through our digital solutions, My LO and Global Assets+.

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