our expertise in israel.

• Tax-efficient Portfolio Management
• Wealth Planning
• Family Business Services
• Global Custody and Reporting

wealth management Israel

Lombard Odier is an independent Swiss private bank, entirely owned by its Managing Partners. We are global wealth management specialists, with a Representative office in Tel Aviv and 25 offices worldwide. Our Managing Partners are entrepreneurs who own and lead the business, as well as maintaining client relationships. This aligns our interests with those of our clients and ensures continuity and stability.

Our bank is among the world’s most well capitalised, with a 29.7% CET1 ratio at end-June 2020. Our AA- Fitch rating is the highest possible for a banking group of our size, with no investment banking arm drawing on the bank’s capital. Our agile responses to changing economic and political conditions have delivered over 220 years of stability, through 40 financial crises.

investment specialists

We specialise in tailored, tax-efficient discretionary and advisory portfolio management services. Our portfolio managers draw on the services of over 300 investment professionals Group-wide, including a large proprietary investment intelligence team.

Our in-house investment expertise spans fixed income, equities, currencies, private equity, hedge funds, gold, money markets and structured products. Our investment processes integrate sustainability analysis, which we believe will deliver superior long-term returns.

Our portfolios can be invested in individual securities, our own or ‘best in class’ externally managed funds. Our fees are flexible and transparent, and we offer asset booking in multiple centres worldwide. Our proprietary ‘Tax Efficient Portfolio Management’ software automatically codes in clients’ tax status and investment preferences, and performs sophisticated controls to ensure investments remain tax efficient.

Our private equity team was established in 2007, and offers global coverage of the full spectrum of private asset strategies: private equity, real estate, infrastructure and credit. Our in-house solutions have a strong track record¹, while our experienced team covers both specialist and mainstream managers, with access to even highly-sought after external funds via their established industry network.

We believe in the importance of gold for hedging and portfolio diversification, and offer several ways to invest. We also offer physical gold storage, with client access, in our segregated vaults in Geneva.

Our award-winning, global technology platform offers clients comprehensive portfolio analysis, customisable reporting, viewing of assets and liabilities across markets and currencies, and secure messaging with your banker.

individual wealth planning

Our wealth planning solutions take into account our clients’ personal and professional projects, local legal and tax considerations. We can assist with relocation to Israeli (including for the Aliya), philanthropy and succession, with the help of local advisors where necessary².

family business services

We are in a privileged position to help other families and their businesses with challenges including governance and wealth transmission: in some cases, our own Managing Partners represent the seventh generation of their families at Lombard Odier. Our ‘Family Programme’ is a dedicated support for ultra-high net worth families and family businesses that is structured around three themes – governance, transmission and wealth planning – with ten modules that we typically cover in an interactive workshop.

leading global custody services

Our Global Assets + service is a state-of-the-art platform for the administration, analysis and consolidation of a client’s entire wealth. It gives a global overview of assets held in custody with Lombard Odier, those at other institutions, and even non-listed assets such as property, private equity, hedge funds, real estate and art collections.

private banking Israel

Israel is a priority market for Lombard Odier, and one that is a natural fit with our two-century tradition of innovation, our local and global investment expertise and our in-house technology business. We have been serving Israeli clients for the last 12 years, and our representative office in Tel Aviv opened in 2017.

a senior and dynamic team

Our Israel team brings together senior private bankers across three locations: Lombard Odier Israel (Tel Aviv), Geneva and Zurich, to provide joined-up onshore and offshore wealth management services.

This stable and established team works with our international network of experts to serve both international and domestic clients in one of the world’s most vibrant wealth markets – from serial and tech entrepreneurs to family businesses and recent arrivals in the country.

Our bankers average almost two decades’ of professional experience each. They advise only a limited number of clients, and speak a variety of languages including English, French, Hebrew, Spanish, Italian and German. For more details, please get in touch using the form below, or call one of our offices.

¹ Lombard Odier in-house funds’ average annual internal rate of return between 2008-2019 is 15%, excluding investments in lower performing strategies such as debt, real estate and infrastructure, net of underlying funds’ fees.
² Lombard Odier does not provide tax advice. Clients are advised to seek professional assistance with tax matters.