Lombard Odier has been distinguished at the WealthBriefing Swiss Awards 2025 for the 11th consecutive year, notably securing the esteemed Best Domestic Private Bank accolade for the ninth time.
Our achievements in the wealth management industry were recognised at the awards ceremony held in Geneva on 6 February, which recognises the industry’s most innovative firms, teams and individuals. Lombard Odier was presented with four awards, a testament to our private banking and external asset management expertise and an acknowledgement of the strength of our cutting-edge technologies, enabling us to deliver outstanding services to our clients. These awards affirm our position as a major player in the field of wealth management.
Lombard Odier won in the below categories:
Best domestic private bank
This award acknowledges our commitment to providing outstanding services to our Swiss clients.
“Our sole mission is to grow our clients’ wealth,” states Serge Fehr, Limited Partner and Head of the Swiss Domestic Region for Private Clients at Lombard Odier. “To do this we must have patience, understand our clients, guide them, and in the end achieve strong, steady, measurable results for the long term. We are close to our clients in Switzerland, with seven offices across the country. Thanks to the local and international expertise of our bankers, investment specialists, and wealth planning experts, we continue to strengthen our leadership in the Swiss market year after year. As a wealth management specialist, we can concentrate on a few key offerings that we implement extremely well.”
Lombard Odier specialises in serving entrepreneurs, executives, and families across Switzerland through a comprehensive, tax-efficient approach that seamlessly integrates personal and retirement assets. By combining innovation and deep expertise, we deliver strong performance while maintaining consistent risk levels. Our focus on multi-generational and multi-jurisdictional wealth planning enables us to help clients achieve their financial goals across generations and borders.
Our sole mission is to grow our clients’ wealth. To do this we must have patience, understand our clients, guide them, and in the end achieve strong, steady, measurable results for the long term
Best family office offering
Lombard Odier delivers bespoke solutions for international families, specialising in the preservation, growth and transfer of wealth across generations. With over 225 years of expertise we support family offices, in addressing challenges such as infrastructure establishment, governance, investment strategy and estate planning. Our tailored three-tiered service offering encompasses custody and reporting, advanced investment strategies, and comprehensive wealth management, including asset consolidation, global reporting and next-generation education.
Xavier Bonna, Managing Partner at Lombard Odier explains: “At a time when financial intermediation plays an increasingly important role in our industry, it is not only our pleasure but our duty to elaborate and promote an offering specifically designed for Family Offices. Our joint effort and partnership with Family Offices will further improve our wealthy clients servicing by providing straight, unbiased solutions to gain their long-term trust.”
Lombard Odier supports family offices in managing portfolios with precision and clarity. With over 200 in-house experts and innovative tools, we provide bespoke strategies, exclusive access to specialist managers, and holistic support to help families achieve their ambitions across generations. Our innovative technology platform and our dedicated and proprietary offering for family offices impressed the judges, showcasing our deep expertise and commitment to exceptional service. By aligning our long-term perspective with our clients’ goals, we ensure a seamless and effective partnership built for lasting success.
Overall platform for external asset management
Lombard Odier delivers bespoke services and solutions tailored to the unique needs of external asset managers (EAMs), offering regulatory support, tax services, investment insights, wealth planning, and more through our global network spanning Europe, Asia, and the Bahamas. Driven by digital innovation, our offerings include GX, a next-generation portfolio management system that enhances analytics and decision-making, ELUS, a platform for tailored structured products that streamlines execution and risk management, and a blockchain partnership with Wecan, ensuring secure and transparent data exchange. These initiatives underscore our commitment to delivering innovative, efficient, and client-focussed solutions in an ever-evolving financial landscape.
We support external asset managers at all stages of their company’s development, from its creation to its succession, with tailored service offerings and solutions. […] By making significant investments in our tech capabilities, we ensure our Maison maintains a competitive edge
“We support external asset managers at all stages of their company’s development, from its creation to its succession, with tailored service offering and solutions,” highlights Laurent Pellet, Limited Partner and Global Head of External Asset Managers. “In a world undergoing massive transformation, technology remains the driving force setting us apart. By making significant investments in our tech capabilities, we ensure our Firm maintains a competitive edge, consistently providing our clients with unparalleled solutions, all while maximising the potential of advanced technology.”
Best client reporting (in-house)
“2024 has been a transformative year for Global Assets+at Lombard Odier, marked by the success of our ecosystem,” reports Philippe Zuberbuhler, Head of Global Assets+ Lombard Odier. “By enhancing our capabilities in asset servicing and data enrichment, we have provided our clients with greater transparency, efficiency, and control over their investments. From automating private equity notices to delivering customised IRR and PME calculations, we are fully dedicated to our clients, building relationships grounded in innovation, expertise, and personalisation.”
Lombard Odier’s Global Assets+ (GA+) is transforming the asset management landscape through innovative tools designed for institutional investors, family offices and high-net-worth individuals. GA+ streamlines the management of private assets with automated processes, bespoke performance metrics and tailored benchmarks, delivering unparalleled precision and control. Our platform enhances the experience with an intuitive interface for consolidated reporting and analysis across all asset classes. We provide a seamless digital solution for managing wealth with transparency, efficiency, and advanced insights.
By enhancing our capabilities in asset servicing and data enrichment, we have provided our clients with greater transparency, efficiency, and control over their investments
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