Lombard Odier Family Owned Bank

Lombard Odier has operated as a privately owned Swiss bank since 1796, structured as a partnership with no outside shareholders. That ownership model shapes everything: partners bear personal liability for the firm's obligations, which historically incentivises a conservative, long-horizon approach to client capital. Having survived more than 40 financial crises without outside capital raises or bailouts, the firm positions its continuity as structural rather than incidental.

For family offices and wealthy families, the private banking division offers bespoke investment mandates drawing on a team of more than 200 investment professionals group-wide. Services extend across wealth planning, succession advisory, corporate finance for entrepreneurs, and philanthropic structuring. The firm operates across more than 25 offices worldwide, with dedicated teams covering wealthy international families and family offices as a distinct client segment.

Specific capabilities relevant to family office buyers include:

• Bespoke portfolio construction across equity, fixed income, multi-asset, convertibles, hedge funds, and private equity and credit
• Succession planning and estate structuring, with documented expertise in UK inheritance tax planning, Middle East family governance, and cross-border wealth transfers
• Corporate advisory services supporting business sales, management buyouts, and company transfers
• Digital client tools including MyLO and LO Smart, which consolidate digital, non-financial, and traditional banking assets
• Sustainable investment integration backed by B Corp certification, the first awarded to a global wealth and asset manager

Lombard Odier is best suited to internationally mobile families and entrepreneurs seeking a custodian-banker relationship with genuine investment depth. Buyers who require unbundled, fee-transparent pricing or a technology-first operating model will find this a poor fit. Minimum investment thresholds and fee structures are not disclosed publicly.

• Bespoke portfolio management across multiple asset classes
• Wealth planning, succession structuring, and estate planning
• Corporate advisory for entrepreneurs including business sales and transfers
• Philanthropic planning and structuring
• Consolidated digital portfolio monitoring via proprietary client tools
• Sustainable investment strategy and ESG integration

• Bespoke investment mandates across equity, fixed income, multi-asset, convertibles, hedge funds, private equity, and private credit
• MyLO client portal for account and portfolio access
• LO Smart monitoring tool consolidating digital, non-financial, and traditional banking assets
• G2 banking system with portfolio management, trading reports, and CRM functionality
• Next-generation GX banking platform in development
• Corporate advisory service for business transfers and M&A
• Succession planning with cross-border estate structuring capability
• Dedicated wealth planning for UK inheritance tax and Middle East family governance
• B Corp-certified sustainable investment integration
• External asset manager (EAM) partnership programme

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Advisors / Wealth Advisors (RIA).

Dedicated private banker relationships; contact by phone, online form, or in-person at regional offices