diversify your financial portfolio.
Have you started diversifying your assets? Perhaps, like many entrepreneurs, you believe you're too young or not sufficiently wealthy to start strategically allocating your investments.
Many people feel this way, but it is never too soon to start this process. Whatever your age or financial circumstances, diversifying your investments can help you preserve your capital over the long term by bringing more balance to the way you manage financial risks.
diversifying your wealth is key.
As an entrepreneur, you are likely to invest most of your time and resources into your business. However, diversifying your private wealth is also of crucial importance for your future.
It allows you to reduce the risks inherent in the financial markets or in a specific asset class. By spreading your investments across different types of assets such as real estate, bonds or shares, as well as across different sectors, you will smooth out fluctuations in performance.
At Lombard Odier, we can help you with efficient and flexible portfolio allocation. Our investment advisory team, made up of more than 200 experts, covers a wide spectrum of assets, including shares, bonds, investment funds and alternative investments.
manage your investment portfolio according to your needs.
Investors do not all manage their investments in the same way. Some want to be very involved in decisions, while others prefer to delegate the management of their portfolio.
To best meet your needs, we offer our private clients two investment models:
share.