are you leading a successful or fast-growing business?

Discover essential steps to optimise
your private wealth as an entrepreneur.

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our integrated wealth management solutions for business owners.

Behind every business, there is an entrepreneur who has a vision and is working hard on a daily basis to build up their firm. This is an ongoing commitment that often prevents them from taking the time needed to structure their personal assets in the best possible way.

At Lombard Odier, we provide you with integrated wealth management solutions and ongoing insights designed to help you expertly organise, structure and manage your finances.

As a private bank, our mission is to ensure you achieve your life goals, while preserving and optimising your finances.

manage your personal wealth like your business.

As a business owner you may have experience of these situations:

You want to have a clear vision of your assets and be able to achieve concrete objectives
You are looking for innovative investment solutions that can preserve the capital you have built up
You need advice on how to implement a robust wealth-planning strategy
You are thinking about financial planning for your retirement
You want to optimise your tax situation
You want to ensure your loved ones are protected in all eventualities

These concerns are common amongst entrepreneurs. Our advice: consider and tackle these matters as early as possible. Optimising and structuring your assets means looking to the future with peace of mind.

concentrate on what’s important, and we’ll take care of the rest.

Our integrated wealth solutions will help you secure your financial future. From planning your retirement or succession to diversifying your investments, we will support you through a clear, established strategy to preserve and grow your personal capital, so you can concentrate fully on developing your business.

A stable and solid
private bank

Well-thought-out
wealth planning

Protection
against risks

Prudent
diversification

our mission: to help you structure your private wealth while building your business.

By optimising the structure of your private wealth as early as possible, you are laying solid financial foundations that will ensure long-term financial stability. For us to find the best solutions, we first build up an understanding of your situation as an entrepreneur: this involves assessing your personal circumstances and your company’s position.

We then carry out an analysis of international legislation and frameworks to simplify your financial situation, optimise tax, and identify risks, challenges and opportunities linked to your business.

perform a check-up of your personal wealth.

After carrying out a complete wealth assessment, we use Lombard Odier’s Your Wealth Outlook tool to simulate investment scenarios based on your life objectives. This helps us define a structure for your assets over the short, medium and long term, to cover all of your needs.
Instead of creating a single investment portfolio, we build several, each tailored to your specific preferences and constraints, and designed to achieve one of your financial goals.

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this might interest you.

why us.

+200

investment professionals

+25

offices

+220

years

At a time when many are opting for standardised offerings within private banking, we believe in personal relationships and bespoke investment solutions, powered by cutting-edge technology.

At Lombard Odier, we support the transformation to a fair and sustainable world. We are proud to have been the first global wealth and asset manager to be awarded B Corp certification.

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are you leading a successful or fast-growing business?

our integrated wealth management solutions for business owners.

manage your personal wealth like your business.

concentrate on what’s important, and we’ll take care of the rest.

our mission: to help you structure your private wealth while building your business.

perform a check-up of your personal wealth.

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why us.

get in touch.

let's talk.

are you leading a successful or fast-growing business?

our integrated wealth management solutions for business owners.

manage your personal wealth like your business.

concentrate on what’s important, and we’ll take care of the rest.

our mission: to help you structure your private wealth while building your business.

perform a check-up of your personal wealth.

this might interest you.

why us.

get in touch.

let's talk.

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