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Lombard Odier named world’s best private bank for succession planning at the 2026 Euromoney Awards
Lombard Odier is proud to have been recognised as one of the standout winners at this year’s Euromoney Private Banking Awards, held in London. Euromoney’s research team, supported by a panel of leading industry specialists, acknowledged our core wealth management and wealth planning expertise by naming Lombard Odier the world’s Best Private Bank for Succession Planning and Europe’s Best for Succession Planning for the second consecutive year. In addition, we were named Best Pure Play / Boutique Private Bank across Europe, the Middle East, France, and Switzerland, reaffirming our position as a leader in private banking excellence.
Best private bank for succession planning in the world
Succession planning is at the heart of our wealth management philosophy. We believe it must be addressed holistically, ensuring that future generations are actively involved in the process. Our approach positions Lombard Odier as a global reference in long‑term wealth preservation and family governance. It goes beyond drafting legal structures: it is about building sustainable, cross‑border governance frameworks that maintain family harmony and protect wealth across generations.
As an independent, privately owned institution with more than 230 years of history, now led by the seventh generation of banker entrepreneurs, we possess a profound understanding of family‑owned businesses and the pivotal role that effective succession planning plays within them. This multi‑generational perspective strengthens our ability to guide families through complex succession challenges. We are therefore particularly pleased that Euromoney has once again recognised our leadership by naming us the world’s best private bank for succession planning for the second consecutive year.
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Alongside this global accolade, we are equally proud to have been distinguished as Europe’s best bank for succession planning. This European recognition underscores the importance of local expertise in today’s dynamic regulatory environment, where families increasingly seek guidance that is both internationally informed and regionally grounded.
Our dedicated wealth planning team combines deep legal and tax expertise with the bank’s proven strengths in asset management. This integrated model allows us to create bespoke, future‑proof strategies tailored to each client’s long‑term vision. Whether navigating complex cross‑border inheritance rules, structuring multi‑jurisdictional estates, or planning for business continuity, we deliver strategies that are robust, compliant, and adaptable to evolving circumstances.
At Lombard Odier, supporting our clients in preserving, growing, and passing on their wealth across generations has been intrinsic to who we are since 1796. Succession planning and family governance are embedded in our identity, and we recognise how essential well‑structured governance is in helping entrepreneurial families organise, safeguard, and transition their assets to future generations Adel Barakat, Global Head of Wealth Planning, Lombard Odier Group
The award highlights the strength of our holistic approach to succession planning, which ensures that the next generation is actively engaged throughout every stage of the process. Our four‑step methodology is designed to optimise the transfer of wealth while safeguarding it from dilution. By combining legal and tax expertise with world‑class asset management, we offer a uniquely comprehensive solution.
With a dedicated team of 60 specialists based in Switzerland and across our international network, we are able to build enduring relationships with families over multiple generations. This continuity ensures stability, agility, and exceptional service quality – key differentiators in the private banking industry.
Our approach is highly personalised and entirely bespoke, built around close collaboration between our 60 wealth planners operating across multiple jurisdictions. They work seamlessly with our investment specialists and bankers in each of our global offices. Drawing on extensive experience, we champion a holistic model that fully involves the rising generation and integrates our legal and tax expertise with our proven asset management capabilities. This multi‑generational commitment enables us to serve large international families with consistency and depth, and it is this enduring, integrated approach that truly sets us apart Stanislas Peel, Global Head of Wealth Planning, Lombard Odier Group
Best private bank for succession planning in Europe
In Europe, succession planning has become increasingly important over the past years as families have faced substantial legal and fiscal reforms affecting wealth transfers. Several jurisdictions have tightened or reshaped inheritance tax regimes, particularly the UK, while countries such as France and Spain have adjusted elements of their frameworks. This shifting regulatory landscape has made expert succession planning more critical than ever.
More broadly, succession and inheritance rules vary significantly across Europe. Many countries are revising their tax structures or recalibrating reliefs, requiring families to adopt strategies that are both flexible and forward‑looking. In this evolving environment, proactive, well‑structured succession planning has become essential to preserving family wealth and ensuring smooth intergenerational transitions.
These awards as best private bank for succession planning are a testament to Lombard Odier’s diverse global expertise across multiple private banking disciplines, reinforcing our position as one of the world’s best private banks. We’re committed to maintaining and enhancing this expertise so we can continue to rethink everything on behalf of our clients.
Lombard Odier also won other regional and country Euromoney Private Banking Awards, including:
Europe's Best Pure Play/Boutique Private Bank
Middle East's Best Pure Play/Boutique Private Bank
France's Best Pure Play/Boutique Private Bank
Switzerland's Best Private Pure Play/Boutique Private Bank
Euromoney is a globally respected name in banking and finance, delivering leading industry insights for more than 50 years and serving as a benchmark of excellence for financial institutions worldwide.
Its Private Banking Awards are among the most prestigious in the sector. For over two decades, they have recognised private banks that deliver outstanding advice, service and solutions to clients at global, regional and national levels across multiple categories.
Frequently asked questions around wealth and succession planning
Many families wish to balance continuity with adaptability. A well‑designed succession plan should articulate a clear long‑term vision while allowing room for change as family structures, business interests, or residences evolve. A private bank with deep expertise in wealth planning can help translate your intentions into a coherent governance and inheritance framework, ensuring that the plan remains relevant over time, aligned with your values, and responsive to future developments.
Families with international footprints often face intricate legal and tax environments. A private bank with multi‑jurisdictional expertise can help anticipate the implications of shifting European regulations, harmonise structures across countries, and design a succession strategy that remains coherent and compliant wherever family members reside. This forward‑looking approach helps mitigate risks, preserve family assets, and ensure continuity across borders and generations.
One of the most frequent considerations among families is determining when and how to involve the next generation. Preparing heirs goes beyond discussing assets; it requires fostering financial understanding, clarifying responsibilities, and establishing governance mechanisms that promote collaboration. Introducing the next generation gradually, through structured conversations, education, and defined roles, helps create an environment where wealth can transition smoothly and be managed wisely.
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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.
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