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Your IAM news, tips & insights - October 2017 credit gathers momentum at Lombard Odier.

More and more clients are taking advantage of the Lombard Odier credit offering. It’s easy to see why, as we can now offer:

  • Quick, efficient access to loans to all eligible clients on the Swiss platform 
  • A straightforward process. enhancing both the client and Independent Asset Manager (IAM) user experience
  • An improved credit policy, particularly on emerging market bonds
  • A Dynamic Credit Limit, which adapts automatically up to CHF 10mn based on the lending value
  • Minimum loan size reduced to CHF 100k

These enhancements are already bearing fruit: fixed loans are up 20% year to date, and the pipeline of new credit is strong.

Our head of credit, Jeffrey Donkin says “I’m excited to see how our clients are already benefitting from the work we’ve put in to position our offering for growth. My vision is that every eligible client has a credit line available, so loans can be immediately provided when needed.”

By offering solutions covering both sides of a client’s personal balance sheet, we can help to:

  1. Realise clients’ aspirations
  • Get projects off the ground or finalise work your clients have underway
  • Finance lifestyle purchases at a more reasonable cost (eg boats, property or art)
  • Obtain short-term liquidity
  1. Grow and diversify clients’ investments
  • Invest a larger portion of your clients’ assets, with a view to improving portfolio performance
  • Diversify assets, seize new investment opportunities, and broaden your clients’ investment horizons
  1. Structure wealth and preserve capital
  • Improve the efficiency of your clients’ wealth planning
  • Benefit from our prudent approach to risk

Laurent Pellet concludes “Fully utilising our credit capabilities provides our IAMs with an important source of liquidity, investment flexibility and a client retention tool.”

Contact: Jeffrey Donkin

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