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Lombard Odier Profile: What is Lombard Odier?

Lombard Odier is an independent, privately-owned Swiss bank specializing in wealth and asset management for private and institutional clients.

If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can email me (advice@adamfayed.com) or WhatsApp (+44-7393-450-837).

Some of the facts might change from the time of writing. For updated guidance, please contact me.

This page will explore what is Lombard Odier, what it does, and whether its private banking and offshore asset management services work for your financial needs.

What is Lombard Odier?

Headquartered in Geneva, Switzerland, Lombard Odier is one of the world’s oldest private banks.

Founded in 1796, the bank has grown over more than two centuries by adapting to economic changes and maintaining a long-term approach to managing client assets.

It remains wholly owned by its Managing Partners, who actively oversee the business and client relationships, ensuring stability, continuity, and adherence to core values.

Lombard Odier named best pure-play private bank at Euromoney Awards 2024

Rather than adopting standardized or industrialized private banking services, Lombard Odier emphasizes bespoke advisory services and personal client relationships, supported by cutting-edge technology.

The firm specializes in offshore wealth and asset management for private and institutional clients, with a strong focus on sustainability, innovation, and bespoke financial services.

The bank operates as a partnership, a structure that reinforces its long-term approach to wealth management and emphasizes stability, discretion, and client-focused services.

Lombard Odier has offices in 25+ locations worldwide, including financial hubs such as London, New York, Hong Kong, Singapore, and Dubai.

The Group serves high-net-worth individuals, family offices, entrepreneurs, and institutions, offering a range of services including private banking, asset management, technology solutions, and sustainable investment strategies.

Is Lombard Odier a good bank?

Lombard Odier is an award-winning, highly capitalized bank with a conservative balance sheet and no reliance on external debt.

As of June 30, 2024, the bank manages CHF 318 billion in client assets. It maintains a Common Equity Tier 1 (CET1) ratio of 31.7%, more than double the regulatory requirement.

Key financial indicators include:

  • Total Capital: CHF 1.6 billion
  • Balance Sheet Total: CHF 13 billion
  • Consolidated Net Profit: CHF 115 million
  • Fitch Rating: AA-
  • Liquidity Coverage Ratio: 219%

What does Lombard Odier do?

The private bank that makes what is Lombard Odier focuses on delivering specialized financial services tailored to client needs.

The bank takes a “Rethink Everything” approach, continuously re-evaluating market conditions to provide clients with fresh perspectives on investments

Its services include bespoke portfolio management, sustainable investing, and impact investing, with a strong emphasis on preserving wealth over generations.

The bank leverages its proprietary technology platform, which it has developed over 25 years to provide clients with secure and efficient financial management tools. This technology platform supports personalized financial advice while enhancing the client experience.

Lombard Odier operates as a partnership, with the Managing Partners serving as both the bank’s owners and its leadership team. This structure enables the bank to maintain its independence and focus on long-term client interests rather than short-term market pressures.

The Managing Partners have extensive experience at the bank and are directly involved in both business strategy and client services.

Who owns Lombard Odier?

As a private company, Lombard Odier does not have public information about its owners. There is also no information about what is Lombard Odier’s leadership structure.

However, the following individuals serve as the Managing Partners:

  • Hubert Keller
  • Frédéric Rochat
  • Denis Pittet
  • Jean-Pascal Porcherot
  • Alexandre Meyer
  • Xavier Bonna

Where is Lombard Odier Headquarters? Offices and Contact Information

Switzerland

  • Bank Lombard Odier & Co Ltd (Geneva Headquarters)
    • Address: Rue de la Corraterie 11, 1204 Geneva, Switzerland
    • Phone: +41 (0)22 709 21 11
    • Fax: +41 (0)22 709 29 11
    • Regulated by the Swiss Financial Market Supervisory Authority (FINMA)
  • Bank Lombard Odier & Co Ltd (Zurich)
    • Address: Utoschloss – Utoquai 29-31, 8008 Zurich, Switzerland
    • Phone: +41 (0)44 214 11 11
    • Fax: +41 (0)44 214 15 81
  • Banque Lombard Odier & Cie SA (Lausanne)
    • Address: Place St-François 11, 1003 Lausanne, Switzerland
    • Phone: +41 (0)21 321 18 18
    • Fax: +41 (0)21 320 44 58

Bermuda

  • Lombard Odier Trust (Bermuda) Limited
    • Address: 31 Victoria Street, 3rd Floor, Victoria Place, Hamilton HM 10, Bermuda
    • Phone: +1 441 292 7817
    • Fax: +1 441 292 2696

Luxembourg

  • Lombard Odier (Europe) S.A.
    • Address: 291, route d’Arlon, L-1150 Luxembourg, Grand-Duché de Luxembourg
    • Phone: +352 27 78 5000
    • Fax: +352 27 78 5001

Bahamas

  • Lombard Odier & Cie (Bahamas) Limited
    • Address: Lyford Cay House, Western Road, Nassau, P.O. Box N-4938, Bahamas
    • Phone: +1 242 302 2100
    • Fax: +1 242 302 2101

Singapore

  • Lombard Odier (Singapore) Ltd
    • Address: #46-02 Republic Plaza 1, 9 Raffles Place, Singapore 048619
    • Phone: +65 6305 7788
    • Fax: +65 6305 7789

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