Lombard Odier is a Swiss private banking group founded in Geneva in 1796, making it one of the oldest private banks in Switzerland. The firm has remained independent throughout its history and is owned and led by a group of managing partners, having navigated some forty financial crises since its founding.
The group's core business is private wealth management for high-net-worth and ultra-high-net-worth individuals, families, and entrepreneurs, covering discretionary and advisory portfolio management, wealth and succession planning, and custody services. Its asset management arm, Lombard Odier Investment Managers, runs institutional strategies, while its technology and banking infrastructure unit provides banking software and back-office services to other financial institutions.
Lombard Odier has positioned sustainability at the centre of its investment philosophy, and the firm is a certified B Corporation, an unusual designation for a private bank of its size. It manages and holds in custody several hundred billion Swiss francs in client assets.
Headquartered in Geneva, the group operates offices in more than twenty locations worldwide, including Zurich, London, Paris, Luxembourg, Madrid, Dubai, Singapore, Hong Kong, and Tokyo. As with other traditional private banks, services are tailored to each client relationship and fees are communicated on request rather than published.