Global Asset+ by Lombard Odier

As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions. Our Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.

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Support & Services

Learn what support and services you can expect

Support options

Dedicated contact
In person on-site support

Pricing of support

Free support

Onboarding

40-60 days depending on the complexity

Customisation

Our personalized reporting platform called LO Smart offers customization capabilities. User can freely create and customize their reports according to their needs, including branded layouts and colours.

Bespoke development

LO Smart has been developed in close collaboration with our clients. Based on a Scrum-Agile approach, specific client requests can easily be integrated into our roadmap.

Added services

Data entry
Investment advice
Tax advice
Book keeping

FAQs

FAQs about Global Asset+ by Lombard Odier

Q
What is Lombard Odier Global Asset+?
A
Global Asset+ offers a consolidated reporting solution.
Q
What does Lombard Odier Global Asset+ do?
A
Lombard Odier Global Asset+ serves private wealth managers and family offices with its state-of-the-art consolidated financial reporting software featuring a unique combination of operational capabilities, investment expertise, and multi-currency banking service.
Q
How does Global Asset+ work?
A
Lombard Odier Global Asset+, through its cutting-edge asset servicing capabilities, serves clients with increasingly diverse asset classes, allowing them to have complete control over their choice of managers. The platform also allows clients to include both securities held with Lombard Odier or deposited elsewhere, as well as alternative asset classes like private equity, hedge funds, real estate, vehicles, etc.
Q
How much does Global Asset+ cost?
A
Lombard Odier Global Asset’s + pricing structure is either AuM-based, custodian use-based, feature-based, or charged as a flat fee