We use cookies that are necessary to make our site work as well as analytics cookie and third-party cookies to monitor our traffic and to personalise content and ads.
Please click “Cookies Settings” for details on how to withdraw your consent and how to block cookies. For more detailed information about the cookies we use and of who we work this see our cookies notice
Necessary cookies:
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website and cannot be switched off in our systems. You can set your browser to block or alert you about these cookies, but some parts of the site will then not work. The website cannot function properly without these cookies.
Optional cookies:
Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information
Marketing cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third party advertisers. We work with third parties and make use of third party cookies to make advertising messaging more relevant to you both on and off this website.
key advantages of private banking with Lombard Odier.
Lombard Odier is an independent, partner-owned Swiss private bank, offering long-term stability and disciplined risk management
We design personalised wealth management strategies aligned with your ambitions, supported by local expertise across our international network
Our clients gain access to private markets and sustainable investment strategies that support diversification and long-term growth
We integrate investment management with tax planning, legal structuring, family governance, and next-generation considerations
Our secure proprietary digital platforms deliver transparent portfolio insights, while long-term personal relationships remain at the core of our private banking approach.
The advantages of private banking go beyond managing assets; it’s about creating a trusted partnership that evolves with your ambitions and the world around you. At Lombard Odier, we have been rethinking wealth and asset management since 1796, combining Swiss heritage with global expertise to help entrepreneurs, families, and high-net-worth individuals preserve and grow their wealth across generations through bespoke services.
Independence and Swiss stability
As one of Switzerland’s oldest private banks, with a history spanning over 225 years, Lombard Odier remains wholly owned by its managing partners. This independence means we are free from market pressures, and our clients’ interests are aligned with our own – ensuring prudence and risk awareness at the core of every decision. Our disciplined approach and strong capital base provide enduring stability, a hallmark of Swiss private banking that continues to earn the trust of clients around the world, particularly in times of geopolitical or economic uncertainty.
Sign up for our newsletter
A bespoke wealth management approach
Another key strength of our private banking offering is our truly bespoke approach to wealth management. Every client’s journey is unique. Our approach starts with understanding your aspirations – whether that means growing your business, planning for retirement, or creating a lasting family legacy.
Our bankers take the time to get to know you well, understanding your professional situation and personal financial goals, by spending time with you to design and implement bespoke investment strategies.
Whether you are considering a move abroad, preparing to sell a company, or seeking early retirement, we assess your overall wealth architecture and adapt it over time to preserve and grow your assets. It’s a personalised relationship built on trust, insights, and innovation, with bespoke investment solutions, powered by cutting-edge technology. That’s our strength.
Our heritage is Swiss, yet our outlook and mindset are international. We combine our Swiss roots and international outlook with local expertise through tailor-made strategies that reflect the opportunities and realities of today’s interconnected world. Our private bankers and investment specialists understand the unique financial landscape and opportunities to help entrepreneurs, families, and investors structure their wealth to grow across borders. They are experts in their markets. Whether you are in Europe, the Middle East, Africa, Turkey, Asia, or Latin America, our extensive network of over 25 offices and 10 global booking centres ensure we can meet your needs wherever you are.
Our heritage is Swiss, yet our outlook and mindset are international
Pioneering sustainable investing
At Lombard Odier, sustainability is not a trend – it’s a performance driver central to our investment philosophy. For over two decades, we, as a leading private bank, have been at the forefront of sustainable finance, guided by science-based methodologies and proprietary frameworks that assess environmental and social impact. We identify companies that enable the transition to a net-zero, nature-positive, socially-constructive economy, helping you invest for impact and long-term growth.
We believe the global economy is witnessing a profound transformation, a shift we define as a global system change. This transformation is being driven by a series of powerful and interconnected forces: climate and environmental pressures, rising healthcare costs, and rapid digital acceleration.
One of the standout benefits of private banking with Lombard Odier is privileged access to carefully curated private‑market investments. Private assets have become a significant source of diversification, resilience, and long-term growth. Additionally, they provide exposure to parts of the economy that are not accessible through public markets.
At Lombard Odier, we integrate private equity, private debt, and real assets into multi-year strategies that complement traditional portfolios, unlocking opportunities in innovation, clean energy, and digital infrastructure.
Private assets have become a significant source of diversification, resilience, and long-term growth
Holistic wealth planning
Managing wealth goes beyond investments. Our in-house experts in tax, legal, and family governance help you structure and protect your assets, and prepare for succession and relocation.
We help structure assets to anticipate life events and ensure smooth intergenerational transfers. Research shows that nearly 70% of families lose wealth by the third generation without proper planning. Our role is to help you preserve and grow yours.
Technology and innovation
Innovation is integral to how we serve our clients. We believe that state-of-the-art technology is at the heart of successful banking solutions. Our proprietary platforms, such as GX, provide secure, efficient, and transparent portfolio reporting and performance management.
We leverage digital tools and augmented intelligence to enhance decision-making, while still preserving the human touch. It is our firm belief that technology should empower, not replace, relationships. In fact, it is the personal relationships and discretion that define Swiss private banking.
We recognise the evolving expectations of tomorrow’s wealth holders – the younger generations who prioritise sustainability, digital solutions, and access to private markets. Our next-gen strategies reflect these values. We offer bespoke investment approaches to help younger clients align their values with financial goals, ensuring your wealth remains relevant for decades to come.
Private banking with Lombard Odier means more than financial services – it’s joining a partnership built on trust, innovation, and sustainability. Whether you’re planning for tomorrow or future generations, we’re here to help you rethink everything and navigate a complex world with confidence.
We offer a long-term partnership, one that is built on the stability of Swiss private banking combined with a forward-looking approach for sustainable growth.
At Lombard Odier, we provide a comprehensive range of tailored services, including discretionary and advisory wealth management, wealth planning, and family governance. Our 200+ investment professionals cover all the major asset classes, including alternative and private assets. Our bespoke solutions also encompass sustainable investing, inheritance planning, philanthropy advisory, and specialised financing through Lombard loans. By taking a holistic view of your professional and private circumstances, we design strategies that align with your unique goals, values, and life projects.
Yes. With a network of over 25 offices and 10 booking centres across the globe, Lombard Odier possesses deep cross-border expertise. Our teams are specialists in handling cross-jurisdictional issues that arise with international, multi-generational families, providing seamless support for relocation, tax-efficient asset structuring, and the management of assets across multiple countries.
At Lombard Odier, we offer HNWIs and UHNWIs a holistic suite of services that extends far beyond traditional portfolio management, including sophisticated wealth planning and robust family governance frameworks. Our experts provide privileged access to exclusive opportunities in private markets, philanthropy advisory, and tax-efficient asset structuring, all while focusing on long-term wealth preservation and the enduring protection of your interests.
Yes. We provide our clients with privileged access to private assets, which we view as a key diversifier for building resilience and growth potential. Through our ‘total wealth’ approach, we combine traditional liquid investments with opportunities in private equity, private debt, real estate, and infrastructure. This allows you to tap into innovative segments of the real economy – such as sustainable energy and digital infrastructure – that are typically unavailable through public markets. By capturing an "illiquidity premium," these assets can offer enhanced long-term returns and lower volatility. Because private markets are less efficient than public ones, our dedicated team performs rigorous due diligence to identify and partner with top-tier fund managers, ensuring you have access to the most compelling opportunities in the market.
You can contact us by completing this form or any of the "let’s talk" or "get in touch" forms on our website, which allow our experts or a dedicated private banker to respond to your specific request.
You may also call our local offices directly to speak with a seasoned professional about our personalised investment and wealth management solutions.
At Lombard Odier, we support these transitions by creating structured succession plans and family governance frameworks, such as family charters, that facilitate intergenerational dialogue and secure family ties. Our experts help you identify appropriate inheritance instruments – such as wills, gifts, and trusts – while involving the next generation early to familiarise them with the responsibilities of managing family wealth and preserving a lasting legacy.
Ready to explore what private banking with Lombard Odier can unlock for you and your family? Contact us today to embark on a personalised wealth management experience.
important information
This is a marketing communication issued by Bank Lombard Odier & Co Ltd (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 marketing communication.
share.