Lombard Odier UK’s commitment to excellence in wealth management has once again been recognised at the Euromoney Private Banking Awards 2025, where we are proud to have won two prestigious awards: the United Kingdom’s Best Pure Play/Boutique Private Bank and the United Kingdom’s Best for Succession Planning.
These accolades highlight our ability to deliver truly bespoke private banking services that align with the complex and evolving needs of our UK clients. From wealth structuring and investment management to preparing for the seamless transfer of wealth across generations, our approach is built on more than 225 years of stability, innovation and personal service.
United Kingdom’s Best Pure Play/Boutique Private Bank
Euromoney’s recognition of Lombard Odier as the UK’s Best Pure Play/Boutique Private Bank reflects our singular focus on private banking and wealth management. As an independently owned private bank, we remain free from external shareholder pressures, allowing us to prioritise our clients’ long-term interests while maintaining one of the world’s strongest balance sheets.
Our dedicated UK private banking team is the cornerstone of our success. Based in London, Geneva, Nassau and Zurich, our team specialises in serving our UK clients around the world, providing seamless wealth management across multiple jurisdictions and generations. This approach ensures our clients benefit from both deep local expertise and the extensive resources of a truly international wealth manager – and the first global wealth and asset manager to be awarded BCorp status.
In a world that is increasingly characterised by uncertainty and volatility, the importance of our role as active managers comes into sharp focus. Through our strong investment convictions and expertise, we strive to deliver returns and add value for our clients throughout all cycles, serving our central mission to preserve and grow our clients’ wealth over the long term. We are very pleased to receive these awards, which highlight our differentiated offering as a high-end investment house.
Duncan Macintyre, Partner and UK Region Head at Lombard Odier
We take a highly personalised approach to wealth management. Every client is served by a dedicated senior private banker who works alongside an expert team of local portfolio managers and wealth planners. Together, they work to understand each client’s unique situation, so they can craft bespoke, tax-efficient investment solutions that align with the client’s broader financial goals.
Lombard Odier is also a leader in investment intelligence. Our portfolio managers have access to one of the largest investment teams in private banking. We offer both discretionary and advisory investment management, allowing our clients to either delegate their portfolio management to our trusted experts or take an active role in investment decisions with professional guidance.
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learn more Technology plays a critical role in our private banking services. Our proprietary wealth technology platform enables sophisticated pre- and post-trade controls, automatically incorporating UK tax considerations and individual investment preferences. Our technology offering also extends to single-family offices, providing performance measurement, multi-product clearing and settlement processing while supporting booking across our 10 global booking centres.
Winning this award cements our reputation as a trusted partner for UK private banking clients, offering world-class wealth management tailored to their individual needs.
United Kingdom’s Best for Succession Planning
Euromoney also recognised our expertise in helping families structure and protect their wealth for transmission to the next generation by naming Lombard Odier the United Kingdom’s Best for Succession Planning.
With over two centuries of experience as a family-owned bank, we have an innate understanding of the complexities involved in intergenerational wealth transfers. We take a holistic approach to succession planning, combining wealth structuring, legal and tax expertise with proven investment management strategies. Our global wealth planning team of 60 experts, with a dedicated team based in London focused on families and succession, works closely with our clients and their professional advisers to optimise asset transfers, navigate complex tax rules and prevent the dilution of family wealth.
We designed our structured, four-step process to guide families through every aspect of succession planning, ensuring all laws and taxation rules are considered while positioning family objectives at the centre of the strategy. Crucially, we believe future generations should be fully included in the succession planning process, helping ensure a smooth transmission of wealth.
Beyond wealth planning, we also offer family governance support, providing strategic advice to entrepreneurial families on how best to structure their wealth and legacy. Whether clients want to realise family values, establish a philanthropic foundation or create a long-term personal legacy, we provide the tools and expertise to bring their ambitions to life.
While we have expertise in the intricacies of UK laws and structures, whether this be trusts or tax regimes, our international perspective is a key differentiator. We understand that many of our clients operate across multiple jurisdictions, and our global footprint enables us to deliver efficient, cross-border wealth planning. Our single-team approach enables seamless collaboration between wealth planners, investment specialists and private bankers, ensuring clients receive a fully integrated service wherever they are based.
The stability of our teams also allows us to work with families over multiple generations, reflecting our long-term commitment to building deep, lasting relationships. As the landscape of wealth and succession planning becomes increasingly complex, Lombard Odier remains a trusted partner in helping families navigate the future with confidence.
About the Euromoney Private Banking Awards
Euromoney is a globally recognised brand in banking and finance. For over 50 years, the magazine has provided leading insights into the organisations and people that shape the global financial landscape, serving as a benchmark for success for banks and financial institutions across the world.
Euromoney’s Private Banking Awards is one of the world’s most prestigious private banking and wealth management awards programmes. For over two decades, the Awards have recognised those firms offering their clients the very best private banking advice, service and solutions at the global, regional and country levels across multiple key categories.
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