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      • private banking.
      • the private bank with expertise in planning and managing entrepreneurs’ wealth.

      the private bank with expertise in planning and managing entrepreneurs’ wealth.

      Whether you are a business creator, an entrepreneur or are about to sell your business, we can help you structure and preserve your private wealth.

      get personalised advice

      our ambition: to support entrepreneurs in planning and managing their private wealth, no matter their stage of business development.

      Every business owner has a unique story and specific needs. We consider all the individual elements of your situation and systematically address all the areas you will need to consider. 

      • Looking to plan your retirement?
      • Thinking about preparing a succession plan for your business?
      • Seeking ways to better control the fiscal impact on your wealth?
      • Wondering how you can prepare for your future life projects?

       

      get personalised advice

      we have been supporting entrepreneurs for 7 generations.
      we understand your needs and your specific concerns. 

      We offer a tailor-made approach for our entrepreneur clients, understanding that your needs evolve as your circumstances change. The objective: to support you as you prepare for your next steps in life. 

      have you founded a business or start-up? 

      have you founded a business or start-up? 

      are you leading a successful or fast-growing business?

      are you leading a successful or fast-growing business?

      are you considering selling your business?

      are you considering selling your business?

      our approach: taking a bird’s eye view of your wealth.

      Lombard Odier looks at all the circumstances related to your private wealth. We take a holistic, methodological and human approach. We also aim to be proactive, not reactive, in managing your wealth.

      We do this by setting up a full “cockpit” to help us oversee all your wealth and assets. Our monitoring and reporting tools provide you with a constant, consolidated vision of your wealth whenever you want it, and empower you with the ability to manage it in the same way you would manage your business.

      +1,000

      entrepreneur clients

      7

      expertise
      7 generations

      +200

      investment
      experts

      our expertise: wealth management and planning.

      At Lombard Odier, we understand your day-to-day priorities and what is important to you as a business owner.

      • Structuring your wealth
        Planning and setting up efficient asset-holding structures (holding companies, corporations, private equity investment) 
         
      • Protecting your capital and your loved ones
        Implementing fiscal strategies and a succession plan in a local and international context
         
      • Increasing your capital
        Which growth options are relevant to your situation (LBO, IPO, MLBO)? 
         
      • Selling or transferring your business
        How can you prepare? What mistakes do you need to avoid? How can you find a buyer? 
         
      • Preparing for the future 
        Planning for retirement, moving abroad, buying a second home

      perform a personal wealth check-up.

      Using our sophisticated Your Wealth Outlook tool, we can perform a complete wealth assessment for you. This takes into consideration your life objectives, whether they are substantial changes, involve real estate, or are family-related. Instead of creating a single investment portfolio, we build several. Each aims to achieve one of your objectives and is oriented according to your specific preferences and restrictions.

      let's talk

      your benefits at a glance.

      Proven entrepreneurial expertise for a strategic understanding of your needs
      We develop a rapid understanding of your needs as a business owner (capital protection measures, challenges surrounding transmission to future generations, preparation for business transfer)

      A bespoke, coordinated and global approach to your personal wealth
      Analysis of your personal and professional circumstances and your goals. Optimal structuring of your wealth (real estate, finance, pension, retirement, succession, business transfer)

      Integration of tax considerations
      Tax-efficient management and planning to mitigate risks around capital erosion

      A tailor-made and transparent management strategy
      Personalised portfolio provided for you, along with access to investment insights from our in-house experts across a broad spectrum of asset classes with global exposure

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      why us.

      +200

      investment professionals 

      +25

      offices

      +220

      years

      At a time when many are opting for standardised offerings within private banking, we believe in personal relationships and bespoke investment solutions, powered by cutting-edge technology.

      At Lombard Odier, we support the transformation to a fair and sustainable world. We are proud to have been the first global wealth and asset manager to be awarded B Corp certification.
      la maison.

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