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      are you leading a successful or fast-growing business?

      Discover essential steps to optimise
      your private wealth as an entrepreneur.

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      manage your personal wealth
      manage your personal wealth·concentrate on what’s important ·our mission ·insights·contact

      our integrated wealth management solutions for business owners.

      Behind every business, there is an entrepreneur who has a vision and is working hard on a daily basis to build up their firm. This is an ongoing commitment that often prevents them from taking the time needed to structure their personal assets in the best possible way.

      At Lombard Odier, we provide you with integrated wealth management solutions and ongoing insights designed to help you expertly organise, structure and manage your finances. 

      As a private bank, our mission is to ensure you achieve your life goals, while preserving and optimising your finances.

      manage your personal wealth like your business.

      As a business owner you may have experience of these situations: 

      • You want to have a clear vision of your assets and be able to achieve concrete objectives
      • You are looking for innovative investment solutions that can preserve the capital you have built up
      • You need advice on how to implement a robust wealth-planning strategy
      • You are thinking about financial planning for your retirement
      • You want to optimise your tax situation
      • You want to ensure your loved ones are protected in all eventualities

      These concerns are common amongst entrepreneurs. Our advice: consider and tackle these matters as early as possible. Optimising and structuring your assets means looking to the future with peace of mind.

      concentrate on what’s important, and we’ll take care of the rest.

      Our integrated wealth solutions will help you secure your financial future. From planning your retirement or succession to diversifying your investments, we will support you through a clear, established strategy to preserve and grow your personal capital, so you can concentrate fully on developing your business. 

      A stable and solid
      private bank

      Well-thought-out
      wealth planning

      Protection
      against risks

      Prudent
      diversification

      our mission: to help you structure your private wealth while building your business.

      By optimising the structure of your private wealth as early as possible, you are laying solid financial foundations that will ensure long-term financial stability. For us to find the best solutions, we first build up an understanding of your situation as an entrepreneur: this involves assessing your personal circumstances and your company’s position.

      We then carry out an analysis of international legislation and frameworks to simplify your financial situation, optimise tax, and identify risks, challenges and opportunities linked to your business. 

      simplify your financial situation and help yourself prepare for the future.

      simplify your financial situation and help yourself prepare for the future.

      preparing to divest your business successfully.

      preparing to divest your business successfully.

      supporting entrepreneurs in the development of their business.

      supporting entrepreneurs in the development of their business.

      perform a check-up of your personal wealth.

      After carrying out a complete wealth assessment, we use Lombard Odier’s Your Wealth Outlook tool to simulate investment scenarios based on your life objectives. This helps us define a structure for your assets over the short, medium and long term, to cover all of your needs.
      Instead of creating a single investment portfolio, we build several, each tailored to your specific preferences and constraints, and designed to achieve one of your financial goals.

      let's talk

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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.

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