Lombard Odier appoints Sophie Dworetzsky as Head of Wealth Planning UK

Lombard Odier appoints Sophie Dworetzsky as Head of Wealth Planning UK

Lombard Odier (Europe) SA (“Lombard Odier”), the Swiss international wealth manager, announces the appointment of Sophie Dworetzsky as Lombard Odier’s Head of Wealth Planning UK as of 22 September 2025. Based in London, she will be part of Lombard Odier UK, headed by Mark Goddard, Chief Executive Officer, and will report at Group level to Stanislas Peel, Global Co-Head of Wealth Planning at Lombard Odier Group.

Joining Lombard Odier’s UK team during a period of significant expansion for the business, Sophie will lead the development of Lombard Odier’s wealth planning offering in the UK. She will work closely with clients and colleagues to deliver innovative and tailored solutions that reflect the increasingly global nature of wealth management today, aligning with the business’ long-term growth strategy in the UK.

Joining Lombard Odier’s UK team during a period of significant expansion for the business, Sophie will lead the development of Lombard Odier’s wealth planning offering in the UK

With a career spanning senior roles at two of the UK’s leading private client law firms, Charles Russell Speechlys, where she was a Partner for the past six years, and Withers, where she was a Partner for over a decade, Sophie is a recognised expert in advising sophisticated financial professionals. She advises private equity managers on tax-efficient investment structuring and the taxation of carried interest. Sophie has recently advised extensively on the abolition of the remittance basis for formerly non-domiciled individuals as of April 2025, and tax planning in the UK following this meaningful change. She also brings to Lombard Odier expertise in advising entrepreneurs, business owners and international family offices on matters ranging from business sales and management buyouts to family governance and succession planning.

Mark Goddard, UK CEO, Lombard Odier Group, comments: “We are thrilled to welcome Sophie to Lombard Odier as we continue to expand and strengthen our UK business. Sophie’s extensive experience advising high- and ultra-high-net-worth individuals, including private equity managers, family offices and international families, on wealth structuring, governance, asset protection, tax efficient structuring, trusts and succession planning, ensures she is well equipped to guide our business into its next phase of growth.”

press release

Lombard Odier appoints Sophie Dworetzsky as Head of Wealth Planning UK

important information

This media release has been prepared by Bank Lombard Odier & Co Ltd, a bank and securities dealer authorised and regulated by the Swiss Financial Market Supervisory Authority (FINMA) (hereinafter "Lombard Odier"). It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful, nor is it aimed at any person or entity to whom it would be unlawful to address such a document. This media release is provided for information purposes only. It does not constitute an offer or a recommendation to enter into a relationship with Lombard Odier, nor to subscribe to, purchase, sell or hold any security or financial instrument.
This document may not be reproduced (in whole or in part), transmitted, modified, or used for any public or commercial purpose without the prior written permission of Lombard Odier.
© Bank Lombard Odier & Co Ltd – All rights reserved

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