Bank Lombard Odier & Co Ltd

Who we are

Since our establishment in 1796, seven generations of Partners have succeeded one another at the head of Lombard Odier. Our current Partners own and manage the business, as well as looking after some of the firm’s key client relationships. This makes them accountable for both the success and failure of the firm and aligns our interests with those of our clients. Our generational ownership provides stability, and we continue to apply the principles on which we were founded: integrity, accountability and a long-term vision.

Our client assets totalled GBP 233 billion as of end-December 2019. We are one of the world’s best capitalised banking groups, with a CET1 ratio of 29.8% at end-2019 and an AA- Fitch rating that was reaffirmed in July 2020. This is the highest rating possible for a banking group of our size.

What we do

Lombard Odier is a wealth and asset management specialist, and we are advisors, not sellers. Our sole activity is to serve our clients throughout their various life stages, providing a holistic approach to help them achieve their personal goals and to preserve, grow and transfer their wealth to future generations.

We believe in personal relationships and bespoke investment solutions. We invest the time to get to know our clients through their dedicated relationship manager and assistant, and our portfolio managers provide transparency on our investment decisions. Our investment capabilities span fixed income, convertibles, equities, multi-asset, alternatives, private equity and sustainable / impact investing. – Investment solutions and our service offering

We construct portfolios based on our clients’ personal circumstances, tax situation, goals and risk appetite. Our investment process is easy to understand. We believe in active investment management, based on fundamentals, within a strong risk-control framework. 

We draw on more than 200 investment professionals across our private bank to determine our strategic and tactical asset allocation, equity, fixed income and fund selection. These experts produce insightful research with a long-term macroeconomic focus that aims to identify the factors that drive market returns. They also identify bold bottom-up convictions across asset classes. 

Portfolios are invested with full flexibility by local portfolio managers, via single lines, funds or a mixture of both, and accommodate clients’ securities, fund and currency preferences (GBP, USD, EUR and CHF). Local implementation focuses on legal constraints and maximising tax efficiency.

SUSTAINABILITY

We believe the move to a clean, lean, circular and inclusive (CLIC) economy is now underway – and will leave no sector, industry, company or asset class untouched. In our view, this ‘Sustainability Revolution’ represents perhaps the greatest investment opportunity in modern history.

Our core conviction in sustainability shapes everything we do. In March 2019, we became the first global wealth and asset manager to gain B Corp certification, which is awarded to firms with high standards of social and environmental performance, transparency and balancing profit with purpose. We were proud to win the PAM Awards 2020 for both Sustainable Investment Solution and Positive Impact.

Our investment processes and client portfolios integrate analysis that aims to identify companies with sustainable financial and business models and business activities. We can also offer portfolios where sustainability is the primary driver of security selection, personalised sustainable portfolios based on individual client specifications, or pure impact strategies.

We have recently collaborated with the Financial Times to create a video series called "FT Rethink" that brings to life how the coming economic revolution will affect companies and investors, and explores this unparalleled investment opportunity.

TECHNOLOGY

Our award-winning My LO app, part of our suite of in-house technology solutions, can be accessed through computer, tablet or smartphone, and provides a consolidated view of a client’s assets, anytime and anywhere. It provides detailed performance attribution across asset classes, geographies and currencies, down to each individual position. It allows clients to contact their relationship manager through a secure messaging system and access Lombard Odier research and recommendations (for Advisory clients) and our financial and marketing publications. - MyLO