Wealth Management at Swissweiserbank

As experienced wealth managers, our mission is to support our clients in preserving, growing, and passing on their private wealth. At Lombard Odier, our Partners are directly involved in delivering wealth management services, ensuring smooth generational transitions. Unlike many banks that offer standardized financial planning, we focus on personal relationships and bespoke wealth management for all our clients.

„We are convinced that sustainability will be a major performance driver over the coming years and we want to help our clients benefit from this trend.“ — Hubert Keller, Senior Managing Partner

Portfolio Management

At Lombard Odier, we offer decentralized portfolio construction tailored to our clients‘ needs, regardless of their location. Our portfolios are designed and managed by dedicated teams with both global and local expertise.

• Discretionary Mandates: Our experts manage your investments on your behalf, designing a portfolio aligned with your financial goals.

• Advisory Mandates: Maintain full control of your portfolio with expert guidance personalized for your location, financial aspirations, and risk appetite.

For those seeking deeper insights, our enhanced service provides direct access to top-tier investment experts.

Your Wealth Outlook

A modern approach to wealth management that focuses on:

• Personalization

• Long-term planning

• Life goals alignment

Rather than a single investment portfolio, we build multiple portfolios, each with a unique time horizon and risk profile, designed to achieve specific goals.

„We think of ourselves as more than asset managers; we also act as active investors, tracking down opportunities for our clients – even in difficult market environments.“ — Frédéric Rochat, Managing Partner

Wealth Planning

We go beyond portfolio management by offering tailored wealth planning strategies. Our approach includes:

• Personalized assessment of financial and personal circumstances

• Customized strategies that align with tax environments and legal requirements

• Long-term solutions for wealth preservation and growth

„Our primary goal is to preserve and grow our clients‘ assets while fostering a close relationship based on trust.“ — Denis Pittet, Managing Partner

Additional Services

• Tax-Efficient Management: Optimize after-tax financial returns with strategies aligned to your country’s tax regulations.

• Succession Planning: Ensure a smooth transition of wealth to future generations through structured planning.

• Family Governance: Support in organizing and structuring family businesses and private wealth.

Sustainable Investing

Lombard Odier embraces The Sustainability Revolution, identifying investment opportunities aligned with the transition to a net-zero economy. Our strategy goes beyond traditional ESG metrics, analyzing business models and sustainability dynamics to deliver long-term value.

„Our role is to identify companies with the vision and adaptability to exploit the underlying trends driving the transition to a net-zero economy.“

Market Intelligence & Fund Selection

We provide:

• Research & Financial Analysis: Expert insights from over 200 specialists in various asset classes.

• Curated Investment Strategies: A proprietary approach to equity research and fund selection.

• Access to Best-In-Class Funds: A mix of active and passive investment solutions tailored to client goals.

Technology & Banking Infrastructure

Our G2 Wealth Management Platform ensures a cutting-edge digital banking experience. Our MyLO Interface provides at-a-glance investment overviews with high security standards, offering full transparency and control over assets.

Philanthropy

For clients looking to make a lasting impact, we offer:

• Personalized Philanthropic Strategies

• Foundation Creation & Management

• Support for Young & Active Philanthropists

Our goal is to help clients translate their aspirations into meaningful action.

Discover More

Explore our local wealth management expertise across regions including Europe, the Middle East, and Asia. Learn more about our investment solutions, banking infrastructure, and philanthropic services.