over two centuries of experience.
Lombard Odier is an independent Swiss wealth manager and was the first global wealth and asset manager to receive B CorpTM certification. The Group brings together global expertise with a tailored, local approach, and has thrived throughout its 225-year history by combining an entrepreneurial spirit with the values of integrity, prudence and responsibility.
Alongside our experienced team in São Paulo, we have over 25 offices globally, enabling us to provide personalised services to our clients all over the world.
Lombard Odier provides strength and stability for our clients. At a group level, our balance sheet is strong, liquid and conservatively invested, with a CET1 ratio of 32%, a liquidity coverage ratio of 205% and a best-in-class Fitch credit rating (reaffirmed in July at AA-). Our long-term investment outlook is centred around capturing the opportunities of the environmental transition for our clients. Our vision is to become the leading independent firm for sustainable investing
Our award-winning My LO platform offers clients comprehensive portfolio analysis, customisable reporting and secure messaging with their advisor. It also provides at-a-glance overviews of their assets and investments across all markets and currencies, including the previous day's closing figures.
tailor-made wealth management.
Each of our advisors serves a limited number of clients. They are seasoned professionals who spend time establishing a detailed understanding of your situation so that they can offer unique solutions.
Your advisor will accompany you throughout your life, regardless of where in the world you or your wealth move. They will act as a single point of entry for all our services and will coordinate the expertise needed to manage your wealth, working with your external advisors as well as with the knowledge networks within our group.
Our bespoke wealth management offering includes discretionary and advisory portfolio management. Our portfolio managers are supported by teams focussed on finding the best opportunities in specific asset classes (direct bonds, equities, private assets) and by open architecture experts who identify best-in-class fund managers.
secure investment strategies.
Our philosophy is focussed on the long term and we manage risk accordingly. We have grown stronger through 40 financial crises by constantly rethinking the world around us to provide a different investment perspective.
Privately owned, we’re free from market pressures and external public shareholders looking for ever-improving quarterly results. Our priority is our clients.
We have a Tier 1 capital ratio of 30% at group level, which is more than double the level required by Swiss regulation. We also have a highly liquid balance sheet and do not rely on external sources of debt.
entrepreneurial by nature.
An entrepreneurial spirit has been embedded in Lombard Odier since it was established in 1796. Our Managing Partners have owned and managed the business over generations, giving them an innate and in-depth understanding of the wealth management needs of fellow business owners and entrepreneurs.
Whether passing on a business or wanting to ensure family members are provided for following a company sale, our advisors can put a plan in place to help you achieve your objectives.
a global outlook with a local approach.
Our 25 offices across the world give us a broad knowledge base and enable us to take a truly global approach to managing wealth for the long term. They also allow us to leverage local knowledge of laws and other regulations that can have implications for your investments. This interlinking of global and local thinking supports our clients in preserving, growing and passing on their private wealth over generations.
leveraging local knowledge.
Our São Paulo office is staffed by long-established advisors with an extensive understanding of Brazil’s investment and legislative landscape. Pairing this with Lombard Odier’s global expertise provides our clients with access to a unique combination of Swiss wealth management heritage and the services of an independent boutique.
expertise for expats and relocation assessment
Our experts are experienced in providing guidance to clients who are considering moving abroad or have already done so. Relocation requires that all aspects of wealth be taken into account, as well as the specific rules of the proposed new country of residence. We tailor our approach depending on your individual circumstances. We can also structure assets to anticipate future moves abroad, business sales or gifting.
sustainable investing.
At Lombard Odier, we believe the environmental transition is redefining risk and return profiles throughout the economy.
Sustainability shapes everything we do. We integrate it across our investment processes because it is our conviction that this is the way to generate not just higher returns in the medium term, but also to grow our clients’ prosperity in perpetuity while also preserving the planet.
B CorpTM certification.
We were the first global wealth and asset manager to gain B CorpTM certification at group level. Achieving one of the world’s most advanced corporate sustainability ratings in 2019 reflected our clear commitment to high social and environmental standards. Being recertified in 2023 with a significantly higher score underlined the emphasis we place on evolving and improving for the benefit of our company, clients and future generations.
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