Lombard Odier wins three leading European awards

These awards recognise the strength of our cutting-edge proprietary technology: how its transparency underpins our personal client relationships, and how its fully interrogable analysis and reporting enriches our conversations. They acknowledge how our technological sophistication draws a line from our top-line investment thinking, research and solutions right through to a client’s individual portfolio; our skill in managing discretionary accounts; and how our technology platform enables the seamless operation of our new investment advisory service, with built-in risk controls, customised investment ideas and ‘smart’ asset allocation. The awards also singled out our Global Assets + service, a best-in-class solution for the custody and reporting of a client’s entire wealth, including assets held with third parties, and valuations for illiquid assets such as art, private equity and real estate.

For an unprecedented third year in a row, this award recognises our truly outstanding ‘Rethink Everything’ campaign – originally launched in 2016 – and its growing success with each season. It rewards our ability to capture and communicate the true spirit of our bank. The judges considered how our focus on the ‘Sustainability Revolution’ married captivating and enticing visuals with complex analysis and treatment of one of the most important themes in today’s investment world. The award recognises how the campaign effectively underscores our bank’s long history and unequivocal commitment to being both a sustainable company and a sustainable investor, and how it brought together internal and external thought-leaders to rethink crucial issues around sustainability, such as fostering a sustainable society and designing investments for the next generation.

Our UK Private Bank’s ultra-high net worth team received a special commendation from the judges. This commendation reflects our belief in personal client relationships and bespoke investment solutions, in a world of increasingly industrialised and standardised offers. It celebrates our daily, deeply attentive and personal client service, and a hiring policy that reflects this commitment, with a focus on selective recruitment of high quality, experienced bankers, and a low ratio of clients to advisors. The judges were impressed by the evolution of our investment offering in 2018, and especially by the new, holistic ‘goal-based’ approach within our discretionary investment service, which allows us to translate our clients’ goals into a robust asset allocation.

The awards are conferred by a panel of judges brought together by WealthBriefing, a premier news, features and information source for the global wealth management sector. Areas of coverage include strategic and structural changes across the private banking and wealth management sectors, as well as fund management, compliance, tax, legal and regulatory developments.

Point to note: These prizes were awarded to the Lombard Odier Group

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