our private banking expertise in the UK.

Our expertise goes far beyond pure financial management of your wealth; we aspire to support you and your family over the long term. We offer a bespoke service, delivered by a senior private banker. They work with a dedicated team of local portfolio managers and wealth planners in London, Geneva, Zurich and Nassau, each with extensive experience serving global UK clients.

your dedicated private banker.

Our bankers are seasoned professionals who advise only a limited number of clients. They invest the time to understand your personal situation, in order to offer appropriate solutions. Your banker will accompany you throughout your life, regardless of where in the world you or your wealth move, acting as a single point of entry for all our services. They coordinate the expertise needed to manage your wealth, working with your external advisers and networks of experts within our bank.

We are true investment specialists, with a sole focus on wealth and asset management services, and one of the largest investment intelligence teams of any private bank. Our portfolio managers in Geneva, London and Zurich specialise in building portfolios for Global UK clients, maximising on local investment opportunities, asset structures and tax-efficient vehicles.

We offer flexible discretionary and advisory investment management, supported by industry-leading wealth technology. Our platform automatically codes in clients’ UK tax status and individual investment preferences into our portfolio management, and performs sophisticated pre and post-trade controls.

digital solutions: e-banking and a cutting-edge technological platform.

Over the last 25 years, we have built an award-winning, single global technology platform that we use for portfolio management across our bank. Its quality and reliability continues to attract interest externally, and we market it to other private banks and family offices. My LO, our award-winning client interface, offers customisable viewing and analysis of your assets in complete security.

individual wealth planning and structuring across borders.

Your local wealth planner can provide expert support with cross-border issues, UK pre-immigration planning, resident non-domiciled asset structuring, account segregation and pre-deemed domiciled planning. We take a joined-up approach to onshore and offshore wealth management, offering asset booking in up to 10 centres worldwide, and the potential to use your portfolio as security for a Lombard Loan³.

international mobility.

If you or members of your family relocate, we can seamlessly adapt to your new tax residence. You can maintain your account and relationship with your existing Lombard Odier banker, whilst accessing tax-efficient portfolio management and tax reporting for many different jurisdictions, including the United Kingdom, France, Belgium, Switzerland, Italy and Portugal.

philanthropy services.

Whether you want to realise family values, create a personal legacy or maximise the catalytic effect of your philanthropy, our role is to help with structuring, programming and asset management. Our philanthropy team can help you turn aspirations into action, achieve new goals and lasting legacies.

sustainable investing.

Our core conviction in sustainability shapes everything we do. Our portfolio management now integrates analysis that aims to identify companies with sustainable financial and business models and business activities.

We can also offer portfolios where sustainability is the main driver of security selection, pure impact strategies, and sustainable portfolios tailored to your specifications.

In 2019, we became the first global wealth and asset manager to gain B Corp certification, one of the world’s leading sustainability ratings.

family office services.

We offer our proprietary technology solutions to single family offices. Our offering combines an end-investor portal – including performance measurement, portfolio composition and real-time analysis – with middle and back-office services that span deal execution, cash and portfolio management, multi-product clearing and settlement processing.

It supports booking in any of Lombard Odier’s 10 booking centres globally and offers clients a consolidated, global view of all assets, including those held at other institutions. 

awards and recognition.

We were proud to win two sustainability awards at the PAM Awards 2020 (Sustainable Investment Solution and Positive Impact). We were also named ‘Best UK Private Bank – Client Service’ at the European WealthBriefing Awards 2022 and ‘Best UK Private Bank – Client Initiative’ at the European WealthBriefing Awards 2023.

¹ Bank Lombard Odier & Co Ltd (Swiss Bank) does not provide tax advice. Clients requiring tax advice should consult an independent tax advisor.
² All quotes come from feedback from our Global UK clients received by our bankers and investment experts in 2019-2020.
³ Subject to approval and depending on where your banking relationship is located. Leveraging portfolios must be approached with caution. Market falls can considerably reduce the value of your investments, requiring you to provide new collateral, and also potentially increasing the cost of the loan over time.