Banque Lombard Odier & Cie SA

Banque Lombard Odier & Cie SA is the Swiss banking entity of the privately held Lombard Odier Group, founded in 1796 and headquartered in Geneva. The bank focuses on wealth management for high‑net‑worth and ultra‑high‑net‑worth individuals, families, and family offices, and provides asset management for institutions. It offers discretionary and advisory portfolio management, global custody and consolidated reporting, brokerage and execution, multi‑currency accounts, secured lending such as Lombard loans and, in some markets, mortgages, as well as wealth planning, tax and estate coordination, philanthropy, and family governance services. The group also distributes investment funds and structured products and provides access to alternative investments subject to eligibility. A proprietary technology platform underpins e‑banking, portfolio reporting, and an outsourcing offering for external financial institutions. The bank is supervised by FINMA and participates in the Swiss depositor protection scheme; securities held in custody are segregated under Swiss law. Services are delivered from Switzerland and multiple international locations through regulated entities, and cross‑border availability depends on the client’s residence. Pricing generally includes ad valorem management and custody fees, transaction charges, and, where applicable, performance fees; minimum relationship sizes apply and are negotiated. The group publishes audited annual reports with capital and liquidity metrics. The model relies on relationship managers and in‑house investment views combined with third‑party products. Prospective clients should assess product risks, lending and currency exposures, fees, and any conflicts arising from proprietary products or distribution arrangements.