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      private banking and wealth management expertise in Switzerland.

      private banking and wealth management expertise in Switzerland.

      private banking and wealth management expertise in Switzerland.

      Personalised, global and efficient wealth management designed to boost your investments and help you achieve your life goals.

      let's talk
      our mission
      our mission·our approach·our investment solutions·our clients·our services·our experts·contact

      our mission – to preserve and grow your wealth.

      At a time when many financial institutions are moving towards standardised solutions, we put personal relationships and tailored investment solutions at the heart of our approach. We are never far from our clients, with seven offices across Switzerland: Geneva, Zurich, Lausanne, Fribourg, Vevey, Verbier and Zug.

      As an independent group since 1796, we rank as one of the world’s best capitalised banks. Our private bank is free from the pressures of markets and external shareholders, so we can focus exclusively on our clients’ best interests, offering stability and continuity.

       

      1

      dedicated banker
      for all your needs

      7

      offices
      in Switzerland

      200+

      investment
      specialists

      our private banking approach – tax-efficient management for better performance with no increased risk.

      Private assets, real estate, business ownership, pensions and retirement savings, debt, and even family relationships – wealth is made up of many components. Often, these are managed separately by different institutions – this creates inefficiencies and can harm overall performance. 

      To overcome this, we have developed an integrated approach to wealth management that combines portfolio management with wealth planning, aiming to generate additional net performance without increased risk. We also include multi-generational and multi-jurisdictional management at a very early stage, to take into account any cross-border issues such as the location where assets are held and where your family members live. 

      our investment solutions – tailored portfolios.

      We invest in the principal global markets and we have more than a dozen booking centres around the world. We cover all asset classes, whether listed (equities, bonds, funds, etc.) or unlisted (private assets, private equity, real estate, infrastructure, etc.). Our open-architecture fund platform integrates rigorously selected external solutions. 
       

      listed assets

      private assets 

      open architecture

      our clients – long-term support from generation to generation.

      We are committed to helping entrepreneurs, independent professionals, senior executives and families. We also assist those on a lump-sum tax regime to manage their wealth, with special expertise in cross-border wealth planning.

      entrepreneurs.

      entrepreneurs.

      We help entrepreneurs plan and manage their private wealth—whether they’re launching, growing or selling a business.
      independent.

      independent.

      Explore our services for the self-employed. Investments, property or pensions, all the expertise of a Swiss private bank to provide you with the support you need.
      senior executives.

      senior executives.

      Explore our services for senior executives. Investments, property, mobility or retirement, all the expertise of a Swiss private bank to provide you with the support you need.

      our experts – a wealth management network in Switzerland and abroad.

      Through your banker, you have direct access to our wealth management experts, in addition to experts in asset planning and corporate transactions. With over 25 offices around the world we take control of the tax, cross-border and wealth considerations to optimise how you hold your assets and support you if you change your domicile or choose to retire.

      A dedicated banker of reference

      Your experienced banker takes a 360-degree approach, offering multidisciplinary advice on all your assets, both locally and internationally.

      A wealth assessment and portfolio management tool for the long term

      Thanks to our Your Wealth Outlook tool we are able to undertake a full assessment of your assets, simulate various investment scenarios and design multiple portfolios that align with your life goals over the short, medium and long term.

      Selling and transferring companies, corporate governance

      Are you a business owner? Our centre of expertise for corporate transactions – Lombard Odier Corporate Advisory – can provide advice on strategic decisions related to corporate governance, selling your company, or passing it on to the next generation

      Real estate financing support

      We can support your real estate financing projects by working with some of the most experienced specialists in Switzerland. We integrate our solutions into your overall wealth strategy to optimise your level of borrowing and boost your return on equity. 

      Managing retirement savings and preparing to retire

      With more than CHF 3 billion of pension assets under management for our private clients, we have developed solid expertise in tailored management of vested benefit assets, supplementary retirement savings strategies and advice on Pillar 2 supplementary pension buy-ins. 

      Succession planning

      Whether you want to organise lifetime gifts, draw up your will, or identify the right inheritance planning instrument, we can structure your assets in a way that optimises for the legal and tax implications of wealth transfer and reflects your life goals and legacy ambitions.

      Innovative technology and tools 

      Our IT platform gives you a full and transparent breakdown of your private and pension portfolios. My LO, your secure e-banking solution, lets you consult your portfolios, track the latest market events, review our analyses, and communicate with your banker in real time.

      Advice on philanthropy

      Together we can design and structure your charity projects. We can help you to make your own foundation more effective, or support you through our umbrella foundation, Fondation Philanthropia, which we created more than 15 years ago. 

      insights.

      Despite US tariffs, Switzerland still controls its own destiny
      In the newsswitzerland
      In the newsswitzerlandwealth management

      Despite US tariffs, Switzerland still controls its own destiny

      US tariffs on Switzerland take effect
      investment insightsswitzerland
      investment insightsswitzerland

      US tariffs on Switzerland take effect

      Assessing implications and next steps for the Swiss tariff shock
      investment insightsswitzerland
      investment insightsswitzerland

      Assessing implications and next steps for the Swiss tariff shock

      Tax in Switzerland: what’s changing in 2025
      corporateswitzerland
      corporateswitzerlandwealth planningwealth management

      Tax in Switzerland: what’s changing in 2025

      How to build a holistic wealth strategy – interview with Nannette Hechler-Fayd’herbe and Sabine Heller
      In the newswealth planning
      In the newswealth planningentrepreneursswitzerland

      How to build a holistic wealth strategy – interview with Nannette Hechler-Fayd’herbe and Sabine Heller

      Maxime Dubouloz
      corporateswitzerland
      corporateswitzerlandentrepreneurswealth management

      How to make your business transfer a success story in Switzerland

      Senior executives: a practical guide to planning your retirement and optimising your assets
      In the newsswitzerland
      In the newsswitzerlandwealth managementwealth planning

      Senior executives: a practical guide to planning your retirement and optimising your assets

      Leadership evolution in Lombard Odier’s Fribourg office
      media releasesswitzerland
      media releasesswitzerland

      Leadership evolution in Lombard Odier’s Fribourg office

      Through the generations: the transfer of family businesses is accelerating
      corporateswitzerland
      corporateswitzerlandwealth managemententrepreneurs

      Through the generations: the transfer of family businesses is accelerating

      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.
      la maison.

      get in touch.

      Are you interested in our private banking services and wish to talk to one of our experts? Fill out the form below and one of our investment specialists will contact you.

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