Lombard Odier

About Lombard Odier

Lombard Odier is one of the oldest private banks in Europe, founded in Geneva in 1796 and still owned by the partners who manage it. With CHF 304 billion in client assets and a substantial Zurich presence, the bank serves UHNW individuals, family offices, and institutional clients with a distinct emphasis on sustainable investing, a positioning that resonates with a growing segment of next-generation wealth inheritors. Lombard Odier's multi-family office service is notable for its depth: the firm provides consolidated reporting across all asset classes and jurisdictions, governance advisory, philanthropy structuring, and next-generation education programmes that help families prepare younger members for the responsibilities of inherited wealth. For the trophy-asset client, Lombard Odier's private banking capabilities include Lombard lending, real estate advisory, and the Rialto art advisory service.

Known For

• Founded in Geneva in 1796 and still owned by its managing partners, one of the oldest private banks in continental Europe
• Multi-family office service offering consolidated reporting, governance advice and next-generation programmes for large families
• Sustainable investing built into portfolio construction across mandates, a long-standing house position
• Rialto art advisory service and Lombard lending available to private clients within the wealth management relationship

Typical Mandate

Lombard Odier's typical client is a multi-generational family, often with holdings across several countries, seeking a partner-owned bank that can act as a coordinating adviser rather than a product vendor. Relationships tend to start in the high single-digit millions of francs and the multi-family office service is aimed at families with assets well into the hundreds of millions. Mandates combine discretionary management, consolidated reporting across custodians, philanthropy structuring and lending against securities or property.

How to Engage

Introductions through lawyers, trustees or existing clients are the usual route; the website lists the Geneva head office and locations in Zurich, London, Luxembourg, Singapore and elsewhere for direct inquiries. Prospective clients should bring a picture of the family's asset map, existing structures and governance. Family office clients should expect a detailed onboarding involving each entity, and a discussion of reporting requirements before any mandate is signed.

Frequently Asked Questions