our global UK approach.

private banking UK

Our teams of experienced bankers, investment and wealth planning professionals offer specialist expertise in structuring assets and managing portfolios in line with UK tax, legal and regulatory requirements. They draw on the skills of 300 investment experts and wealth planners Group-wide.

We offer UK and international wealth management and investment expertise, tailored, fiscally efficient portfolios, individual wealth planning and structuring¹, and asset booking in 10 centres worldwide.

We opened our London offices in 1973. Today, we have united our teams in Geneva, London and Zurich to serve Global UK clients in a flexible way across multiple jurisdictions and generations. Our dedicated teams serve clients locally in each office, working with our global network across four continents.

We are a true private bank, independently owned and boasting one of the world’s strongest balance sheets. For over 220 years, we’ve been solely dedicated to bespoke wealth management and portfolio management. Our private bank UK welcomes all types of Global UK client.

truly bespoke services

Our expertise goes far beyond pure financial management of your wealth; we aspire to support you and your family over the long term. We offer a bespoke service, delivered by a senior private banker. He or she works with a dedicated team of local portfolio managers and wealth planners in London, Geneva and Zurich, with long experience serving global UK clients.

your dedicated private banker

Our bankers are seasoned professionals who advise only a limited number of clients. They invest the time to understand your personal situation, in order to offer appropriate solutions. Your banker will accompany you throughout your life, regardless of where in the world you or your wealth move, acting as a single point of entry for all our services. He or she coordinates the expertise needed to manage your wealth, working with your external advisers and networks of experts within our bank.

an investment-focussed bank

We are true investment specialists, with a sole focus on wealth and asset management services, and one of the largest investment intelligence teams of any private bank.  Our portfolio managers in Geneva, London and Zurich specialise in building portfolios for Global UK clients, maximising on local investment opportunities, asset structures and tax-efficient vehicles.

We offer flexible discretionary and advisory investment management, supported by industry-leading wealth technology. Our platform automatically codes in clients’ UK tax status and individual investment preferences into our portfolio management, and performs sophisticated pre and post-trade controls.

comprehensive portfolio monitoring and analysis

Over the last 25 years, we have built an award-winning, single global technology platform that we use for portfolio management across our bank. Its quality and reliability attracted interest externally, and we now market it to other private banks and family offices. Our client interface is called My LO.

individual wealth planning and structuring

Your local wealth planner can provide expert support with cross-border issues, UK pre-immigration planning, resident non-domiciled asset structuring, account segregation and pre-deemed domiciled planning. We take a joined-up approach to onshore and offshore wealth management, offering asset booking in up to 10 centres worldwide, and the potential to use your portfolio as security for a Lombard Loan³.

philanthropy services

Whether you want to realise family values, create a personal legacy or maximise the catalytic effect of your philanthropy, our role is to help with structuring, programming and asset management. Our philanthropy team can help you turn aspirations into action, achieve new goals and lasting legacies.

sustainability in portfolio management

Our core conviction in sustainability shapes everything we do. Our portfolio management now integrates analysis that aims to identify companies with sustainable financial and business models and business activities.

We can also offer portfolios where sustainability is the primary driver of security selection, personalised sustainable portfolios based on individual client specifications, or pure impact strategies.

In 2019, we became the first global wealth and asset manager to gain B Corp certification, one of the world’s leading sustainability ratings.

external asset managers 

We offer our proprietary technology solutions to external wealth and investment managers. Our offering combines an end-investor portal – including performance measurement, portfolio composition and real-time viewing/analysis – with middle and back office services that span deal execution, portfolio management functionalities, multi-product clearing and settlement processing. It supports booking in multiple locations.

awards and recognition

We were proud to win two sustainability awards at the PAM Awards 2020 (Sustainable Investment Solution and Positive Impact) and to be named ‘Best UK Private Bank – Client Service’ at the European WealthBriefing Awards 2020. Our bankers were named among PAM’s 2020 Most Influential and their Top 40 Under 40 for 2020, which recognises rising stars in the industry.

¹ Bank Lombard Odier & Co Ltd (Swiss Bank) does not provide tax advice. Clients requiring tax advice should consult an independent tax advisor.
² All quotes come from feedback from our Global UK clients received by our bankers and investment experts in 2019-2020.
³ Subject to approval, and depending on where your banking relationship is located. Leveraging portfolios must be approached with caution. Market falls can considerably reduce the value of your investments, requiring you to provide new collateral, and also potentially increasing the cost of the loan over time.