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a business or start-up?

It’s never too early to start thinking
about your private wealth.

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protect and secure your private wealth.

As a young entrepreneur, you want to reach the top of your chosen industry. We understand your daily concerns as an entrepreneur and know that growing your business can often take priority over organising your personal wealth.

At Lombard Odier, we support business owners at any stage of development (pre-seed, seed, series A, etc.) to help them unlock the financial potential of their wealth and avoid some common pitfalls.

These may include:

Insufficient diversification of investments
Failing to plan their wealth and protect their families
Mixing personal finances with those of the company

Our mission is to help you meet your financial objectives and achieve your life goals, while preserving and optimising your personal wealth.

questions that young entrepreneurs frequently ask.

If you are an entrepreneur, you may need to know:

How do you own shares in your company?
How do you formalise certain agreements with your partners?
At what remuneration level is it most appropriate to start investing?
How do you mitigate unforeseen events and protect your loved ones?
How do you optimise your tax situation?

These questions sometimes seem premature, and entrepreneurs frequently put them off as a result. At Lombard Odier, we help you anticipate these issues and deal with them step by step.

prioritise action over reaction.

Acting as early as possible to address key questions related to the structuring of your private wealth allows you to build solid financial foundations and ensure lasting financial stability.

At Lombard Odier, we address all aspects related to your private wealth. By applying a holistic and methodological approach, we are always proactive, not reactive. We identify the appropriate growth levers for you, depending on your situation. We supervise all your assets by setting up a wealth “cockpit” and by acting as your trusted partner to help you make the best decisions for planning your wealth.

Optimise your
wealth growth

Minimise your
financial risks

Protect your family
and loved ones

Invest according
to your values

our mission: to help you structure your private wealth.

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.

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this might interest you.

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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have you founded
a business or start-up?

protect and secure your private wealth.

questions that young entrepreneurs frequently ask.

prioritise action over reaction.

our mission: to help you structure your private wealth.

perform a personal wealth check-up.

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why us.

get in touch.

let's talk.

have you founded a business or start-up?

protect and secure your private wealth.

questions that young entrepreneurs frequently ask.

prioritise action over reaction.

our mission: to help you structure your private wealth.

perform a personal wealth check-up.

this might interest you.

why us.

get in touch.

let's talk.

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have you founded
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