optimising your wealth across borders.
We have Swiss roots yet we maintain a strong international outlook. For over 200 years, we have reached beyond our home in Switzerland to offer our clients pioneering, bespoke private banking solutions. In 1951, we became the first Swiss private bank to establish an office beyond our borders. And in the years since, we’ve sought opportunities to improve the service we provide for our clients around the world by expanding our presence even further.
Lombard Odier is proud of our long presence in the Asia region, where we have been present for more than 35 years. We offer our services through our offices in Hong Kong, Singapore and Tokyo, as well as our strategic alliances.
our offices in Asia.
We opened an office in Hong Kong in 1987, serving private and institutional clients, which now include sovereign and family interests. In 2008, we opened our office in Singapore, which serves as our regional headquarters in Asia.
We have been present in Japan since 1992. Owned entirely by Lombard Odier Group, Lombard Odier Trust (Japan) Limited is regulated and supervised by the Financial Services Agency in Japan and registered with Kanto Local Finance Bureau for Financial Instruments Business Operator. We are also a member of the Trust Companies Association of Japan and Japan Investment Advisors Association.
personalised portfolio management
We believe long-term financial returns will result first from well-thought asset and risk allocations and robust portfolio construction. Distinctive investment objectives require specific, independent decision-making processes. Sizing and combining those processes together into a total portfolio will help you to better achieve a wide range of possible returns, income, risk targets and – beyond them – satisfy long-term life goals.
Depending on your appetite for getting involved in managing your portfolio, we offer discretionary mandates, advisory mandates, or a mix of the two. Our discretionary mandates seek to manage your assets in line with your long-term objectives. Our investment advisory offering puts you in charge of your portfolio. You’ll have the backing of our specialists, so you’ll be in control but not alone.
We also offer a goal-based investing approach, a rounded methodology and approach to structuring your family’s wealth that enables you to fulfil your needs and realise your aspirations. The goal-based approach relies on a combination of liability-driven and growth-seeking strategies that connect your financial targets to your family’s life goals. In essence, it converts your life goals into an investment strategy tailored for you, yet supple enough to adapt to your needs as they evolve.
In Asia, we have developed highly-rated strategies focusing on key Asian fixed income and equities markets. Managed today by our dedicated Lombard Odier Investment Manager’s (LOIM) portfolio management teams, these strategies display top performances among peers, backed by extremely robust institutional investment and risk management processes and apply our unique integrated sustainability approach to select and monitor underlying securities selection.
family services.
Planning for the future, today. We understand that no one formula can satisfy the needs and aspirations of every client. Each individual or family we serve is unique. As a family-owned bank, we know that there are many aspects to the field of family governance.
That is why our Family Services bring together expertise from the disciplines of family governance, wealth planning and philanthropy, which enables us to offer you holistic, bespoke advice. Our Family Services offering is a key pillar of our value proposition in Asia and plays a pivotal role in our holistic approach to client servicing.
At Lombard Odier, we provide comprehensive wealth management, which includes wealth planning and family governance solutions for leading entrepreneurs and families in the region, a common DNA that we share with our clients. Our wealth planning services are also provided by our in-house experts, as well as external partners, in collaboration with your personal advisors.
external asset managers.
Covering the Asia Pacific region, our dedicated team of veteran EAM professionals based in Singapore enables EAMs to access a wealth of specialists within Lombard Odier Group through a single point of contact. The team also allows EAMs to tap into Lombard Odier’s peerless services in Asia and Europe, from wealth planning expertise and global custody services to investment solutions.
In tandem with this service, Lombard Odier’s user-friendly, cutting-edge G2 portfolio management system permanently links EAMs’ offices to their clients’ accounts, enabling EAMs to oversee their clients’ portfolios with total independence whenever and wherever they choose.
Offerings and services may be restricted depending on your effective jurisdiction of residence.
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