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Provider profile

Lombard Odier

Swiss private bank / global wealth manager

Swiss private bank with a published network of more than 25 offices.

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Profile summary

Provider model
Swiss private bank
Primary audience
Private clients and families using a Swiss private bank with several booking locations
Eligibility
Depends on residence

Coverage

Why WiT Access covers this provider

WiT Access includes Lombard Odier in its private banking comparison because swiss private bank with a published network of more than 25 offices. It is set beside other providers on service model, client focus and cross-border scope.

At a glance

Provider type
Swiss private bank
Primary service
Private banking
Client type
Private clients and families using a Swiss private bank with several booking locations
Featured service areas
Private banking
Official website
www.lombardodier.com/home/private-clients/local-solutions/uk-offering.html

Profile

Lombard Odier is listed as a swiss private bank / global wealth manager. Swiss private bank with a published network of more than 25 offices. Swiss private bank.

Yes. Discretionary and advisory mandates, private assets, alternatives, open architecture and wealth planning. Multi-booking-centre flexibility and a global private-banking capability. Confirm currencies for the booking centre. The private-banking offering includes broad wealth solutions. Specific lending scope should be confirmed by location. Yes. Global custody is cited, alongside external-asset-manager technology and services. Not publicly stated.

Family services, family governance, philanthropy and wealth planning. 25+ offices are cited, with external-asset-manager professionals in Bermuda, Geneva, Lausanne, Luxembourg, Nassau, Singapore and Zurich. 25+ offices cited. External-asset-manager professionals are named in Bermuda, Geneva, Lausanne, Luxembourg, Nassau, Singapore and Zurich.

Eligibility, booking location and service availability vary by jurisdiction and regulated entity.

Lombard Odier appears in Private banking: Compare relationship banking, currencies, lending and wealth services for internationally mobile clients.

Who it may be relevant to

  • May be relevant to private clients and families using a Swiss private bank with several booking locations.

How the service works

Availability
25+ offices are cited, with external-asset-manager professionals in Bermuda, Geneva, Lausanne, Luxembourg, Nassau, Singapore and Zurich.

International considerations

Residence
25+ offices are cited, with external-asset-manager professionals in Bermuda, Geneva, Lausanne, Luxembourg, Nassau, Singapore and Zurich.
Moving country
Eligibility, booking location and service availability vary by jurisdiction and regulated entity.
Currency
Multi-booking-centre flexibility and a global private-banking capability. Confirm currencies for the booking centre.

Notable characteristics

  • Swiss private bank
  • Recorded audience: Private clients and families using a Swiss private bank with several booking locations

Points to consider

  • Eligibility, booking location and service availability vary by jurisdiction and regulated entity

Questions to confirm

  • Which countries and client residences can this provider serve?
  • Which legal entity would hold the account, custody or advice relationship?
  • Are minimum balances or investment amounts required?
  • How does a later move affect access, reporting or the mandate?
  • What fees apply, and which of them are published?

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Related guides and tools

Sources and review

This profile is based on public provider information reviewed by WiT Access. Product availability, fees, eligibility and regulatory arrangements can change.

WiT Access provides general information and comparison resources. This profile is not a personal recommendation or suitability assessment. Availability, pricing, eligibility and regulatory arrangements should be confirmed directly with the provider.