Lombard Odier has once again demonstrated its leadership in the wealth management and private banking sectors by securing multiple accolades at the WealthBriefing Swiss Awards 2025. This commendation marks the eleventh consecutive year that Lombard Odier has been honored, reinforcing the institution’s unwavering commitment to quality, innovation, and excellence. Each award highlights specific strengths of Lombard Odier’s services and capabilities, setting a high standard in the competitive landscape of private banking.
Best Domestic Private Bank
Commitment to Swiss Clientele
Lombard Odier’s dedication to delivering top-tier services to its Swiss clientele is evident in its repeated recognition as the Best Domestic Private Bank. This prestigious accolade showcases the bank’s consistent excellence in serving Swiss clients and its ability to adapt to their evolving personal and financial needs. Serge Fehr, Limited Partner and Head of the Swiss Domestic Region for Private Clients, emphasized the bank’s philosophy of growing clients’ wealth through patience, understanding, and expert guidance.
With seven offices across Switzerland, Lombard Odier positions itself strategically to cater to local needs while leveraging its vast international expertise. This local presence gives the bank a nuanced understanding of Swiss market dynamics, allowing it to offer highly personalized and effective wealth management solutions. Fehr highlighted that the bank’s approach involves being deeply attentive to clients’ requirements, providing thorough assessments, and crafting bespoke strategies that ensure long-term wealth growth.
Local Presence and Global Insight
The bank’s ability to blend local knowledge with global strategies sets it apart in the competitive landscape of private banking. By integrating a profound understanding of local markets with a wealth of global insights, Lombard Odier ensures that its clients benefit from a comprehensive service offering that is both innovative and rooted in a deep understanding of the local economic environment. This symbiotic combination of local presence and global insight allows Lombard Odier to provide curated solutions that cater to diverse client needs, ensuring long-term, measurable results.
Leveraging its extensive network and global expertise, Lombard Odier delivers investment strategies that optimize performance while minimizing risks. Clients benefit from a wide range of services that cover not only asset management but also tax optimization, estate planning, and more. As the bank continues to set benchmarks in the industry, this accolade underscores its position as a leader, consistently innovating and adapting to meet the needs of its clients.
Best Family Office Offering
Bespoke Solutions for International Families
The accolade for Best Family Office Offering acknowledges Lombard Odier’s bespoke solutions for international families, emphasizing the preservation, growth, and transfer of wealth across generations. With over 225 years of experience, Lombard Odier has honed its ability to support family offices by addressing essential challenges such as infrastructure establishment, governance, investment strategy, and estate planning. The bank’s commitment to providing tailored and holistic solutions is at the heart of its family office services.
Lombard Odier understands that each family office has unique needs and goals, which is why its services are designed to be highly customizable. By taking into account each family’s specific circumstances, the bank provides solutions that are both effective and aligned with the clients’ long-term wealth management objectives. This focus on bespoke solutions ensures that families receive the strategic guidance necessary to navigate the complexities of wealth management across different generations and jurisdictions.
Three-Tiered Service Offering
Lombard Odier’s three-tiered service offering consists of custody and reporting, advanced investment strategies, and comprehensive wealth management, demonstrating their commitment to addressing the multifaceted needs of family offices. Xavier Bonna, Managing Partner, emphasized the bank’s duty to cater specifically to the unique requirements of family offices, enhancing client service with unbiased and strategic advice. This tiered approach allows clients to select the level of service that best matches their needs, ensuring a tailored experience.
The first tier, custody and reporting, provides essential services such as secure asset custody and detailed financial reporting. The advanced investment strategies tier includes access to sophisticated investment products and advisory services, enabling families to optimize their investment portfolios. The comprehensive wealth management tier offers a holistic approach encompassing all aspects of wealth planning, from tax and estate planning to philanthropy. Lombard Odier’s ability to integrate these services into a cohesive offering ensures that family offices receive the guidance they need to achieve their long-term financial goals.
Overall Platform for External Asset Management
Catering to External Asset Managers
Lombard Odier’s commitment to addressing the distinct needs of external asset managers (EAMs) is recognized with the award for Overall Platform for External Asset Management. The bank extends its services beyond personal wealth management to provide invaluable support and resources to EAMs, offering regulatory support, tax services, investment insights, and comprehensive wealth planning through its vast global network encompassing Europe, Asia, and the Bahamas. This extensive reach ensures that EAMs have access to the global expertise and resources necessary to effectively manage their clients’ assets.
By offering a robust platform that caters specifically to EAMs, Lombard Odier provides a comprehensive suite of services that facilitate efficient and effective asset management. This includes providing tailored advice and guidance on regulatory compliance, tax optimization, and investment strategies. The bank’s commitment to supporting EAMs underscores its role as a trusted partner in the wealth management landscape, helping these managers navigate the complexities of the global financial markets.
Technological Innovation
Technological innovation is a driving force behind Lombard Odier’s offerings for external asset managers, with state-of-the-art tools and platforms such as GX, a next-generation portfolio management system; ELUS, a tailored structured products platform; and a blockchain partnership with Wecan ensuring secure data exchange. Laurent Pellet, Limited Partner and Global Head of External Asset Managers, emphasized the importance of technology in maintaining a competitive edge and delivering unparalleled client solutions.
Lombard Odier invests heavily in technological infrastructure to provide EAMs with cutting-edge tools that enhance efficiency, security, and decision-making precision. The GX platform enables asset managers to streamline portfolio management, while the ELUS platform offers customized structured products tailored to client needs. Additionally, the blockchain partnership with Wecan ensures that data exchange is not only secure but also transparent and efficient, further solidifying Lombard Odier’s reputation as an industry leader in leveraging technology for enhanced service delivery.
Best Client Reporting (In-House)
Advancements in Asset Servicing
In 2024, Lombard Odier’s Global Assets+ (GA+) platform achieved significant advancements in asset servicing and data enrichment, enhancing transparency, efficiency, and control for clients. The award for Best Client Reporting (In-House) recognizes the transformative impact of the GA+ platform on the client experience. Philippe Zuberbuhler, Head of Global Assets+, remarked on the platform’s ability to provide a seamless client interface that automates processes and enriches data, thereby enhancing the overall client experience.
The GA+ platform incorporates advanced technologies to streamline and automate various financial processes, including private equity notices and customized Internal Rate of Return (IRR) and Public Market Equivalent (PME) calculations. These features provide clients with a highly detailed and accurate view of their investments, facilitating better-informed decision-making. The platform’s user-friendly interface further enhances the client experience by offering intuitive and consolidated reporting across multiple asset classes.
Enhanced Client Experience
The GA+ platform’s ability to automate private equity notices, deliver customized IRR and PME calculations, and offer an intuitive interface for consolidated reporting across asset classes epitomizes Lombard Odier’s dedication to innovation and client personalization. By leveraging technology to enhance transparency and efficiency, Lombard Odier ensures that clients have access to detailed, real-time information about their investments. This commitment to transparency and personalized service underscores the bank’s focus on providing clients with the tools and insights they need to manage their wealth effectively.
The enhanced client experience facilitated by the GA+ platform not only improves efficiency but also builds trust and confidence in Lombard Odier’s wealth management services. Clients can easily access comprehensive reports and analyses, enabling them to make informed investment decisions. This focus on innovation and personalized service positions Lombard Odier as a leader in the wealth management industry, consistently delivering superior client outcomes.
Integration of Cutting-Edge Technology
Superior Analytics and Decision-Making
A common theme across Lombard Odier’s award-winning services is the integration of cutting-edge technology to enhance service delivery. The bank’s investments in technological infrastructure enable superior analytics, efficient decision-making, and secure data handling, all of which are crucial in today’s fast-evolving financial landscape. By continuously adopting and implementing advanced technologies, Lombard Odier ensures that its services remain at the forefront of the industry, providing clients with state-of-the-art solutions.
The bank’s technological investments facilitate the development and deployment of innovative tools and platforms that streamline operations, improve accuracy, and enhance client satisfaction. Advanced analytics tools enable the bank to offer highly personalized and effective investment strategies, while secure data handling practices ensure that clients’ information is protected. This focus on technological innovation not only enhances service delivery but also sets Lombard Odier apart from its competitors, reinforcing its reputation as a leader in the wealth management sector.
Comprehensive Expertise
This technological prowess, combined with the bank’s comprehensive expertise in private banking and wealth management, ensures that Lombard Odier remains a leader in the industry. Their focus on multi-generational and multi-jurisdictional wealth planning exemplifies their holistic approach, addressing the diverse and complex needs of their clientele. By integrating personal and retirement assets in a tax-efficient manner, Lombard Odier maintains consistent risk levels and delivers strong performance, safeguarding clients’ financial goals both in the present and for future generations.
Their comprehensive expertise encompasses a wide range of services, from asset management to estate planning and philanthropy. This holistic approach ensures that clients receive tailored advice and strategies that align with their long-term financial objectives. The bank’s ability to seamlessly integrate technology with expert knowledge and personalized service delivery underscores its leadership position in the wealth management industry.
Holistic Wealth Management Approach
Multi-Generational Wealth Planning
By seamlessly integrating personal and retirement assets in a tax-efficient manner, Lombard Odier maintains consistent risk levels and delivers strong performance. This methodical approach ensures that clients’ financial goals are met not only in the present but across future generations and varying jurisdictions. The bank’s holistic wealth management approach addresses the complexities of managing wealth across different generations and jurisdictions, providing clients with the strategic guidance necessary to achieve their financial objectives.
Lombard Odier’s multi-generational wealth planning services include asset management, tax optimization, estate planning, and philanthropic guidance. By taking a comprehensive and forward-thinking approach, the bank helps clients navigate the complexities of wealth transfer and preservation. This ensures that clients’ financial legacies are protected and enhanced for future generations, providing peace of mind and long-term financial security.
Client-Focused Approach
Lombard Odier has once again proven itself as a leader in the wealth management and private banking sectors by earning multiple awards at the WealthBriefing Swiss Awards 2025. This honor marks the eleventh year in a row that Lombard Odier has been recognized, underscoring the institution’s unwavering dedication to quality, innovation, and excellence. The various awards received highlight different strengths of Lombard Odier’s services and capabilities, setting a high standard in the competitive field of private banking. In a highly competitive landscape, these accolades serve as a testament to the firm’s consistent commitment to delivering superior service and its ability to adapt and lead in an ever-changing industry. Each award also reinforces the company’s reputation for excellence and its role as a benchmark in the private banking industry. With a legacy of success, Lombard Odier continues to exemplify top-tier banking and wealth management, establishing itself as an enduring and influential presence.
