Lombard Odier Global Asset

Family offices managing assets across multiple custodians, managers, and legal structures routinely face a fragmentation problem: data sits in silos, oversight is delayed, and operational burden accumulates. Lombard Odier’s Global Assets+ (GA+) division addresses this directly by offering consolidated asset servicing built on proprietary banking technology developed exclusively within the Lombard Odier Group, a private bank with over 220 years of operating history and one of the highest capital ratios among peer institutions.

GA+ is designed for family offices and high-net-worth individuals who want to retain full freedom of manager, broker, and custodian choice while still achieving a unified view of all assets. The service covers:

• Daily monitoring and performance attribution across any portfolio segment
• ESG scoring and carbon impact analysis integrated into portfolio analytics
• Fund transparency tools that reveal actual exposure by issuer, currency, or region
• Trading and settlement management, including third-party broker transactions
• Withholding tax recovery and ad-hoc tax statements across multiple jurisdictions
• API access for clients wishing to extend or integrate the data layer further

GA+ also covers non-traditional assets including digital assets and alternative funds, which distinguishes it from custodians whose consolidation capabilities stop at listed securities. The contact page confirms dedicated relationship team coverage across Switzerland, France, the United Kingdom, Spain, Italy, the UAE, Singapore, Belgium, Luxembourg, Hong Kong, Japan, Bermuda, Brazil, and South Africa.

Pricing is not publicly disclosed, and GA+ operates as a service within a private bank rather than as a standalone software product, which may matter to family offices seeking a technology vendor they can evaluate independently. Buyers who prefer open-architecture technology with no incumbent custodian relationship may find the model less flexible than a pure-play aggregation platform.