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    Lombard Odier

    Category
    Private Bank
    HQ
    Switzerland

    The Swiss, family-owned bank founded in 1796, with roughly 2500 employees and CHF 290 bn AuM may sound like many of the others but in fact has evolved to be quite unique. Lombard Odier is one of the few banks that are B Corp certified and roughly a third of their employees work in the cutting-edge banking technology business.

    Key Company Info

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    Company

    Facts about the company

    AuM

    CHF 290bn

    Founded
    Employees
    Clients

    Facts about the clients.

    Focus
    • Single-family offices
    • Multi-family offices
    • UHNW Individuals
    Number
    • approx 3000

    Lombard Odier's Vision

    Be an innovative bank of choice for private and institutional clients seeking a tailored, sustainable approach to wealth and asset management guided by a simple philosophy: ‘rethink everything’.

    What matters to the next generation?

    Beyond service offering and financial returns, there are other factors that we also compare different providers on.

    Clear purpose

    Having a clearly communicated purpose that tells us "why" they exist and what they stand for.

    Transparency

    In the Google age, transparency is key. How do they practice openness and collaboration?

    Authentic sustainability

    Everyone's talking about sustainability these days. We look at who is walking the walk. 


    Equality & diversity

    Concerns around equality and diversity are now mainstream, but who is practicing what they preach?

    Agility

    In an ever evolving business reality, the ability to be agile and adapt in realtime is crucial. 


    Digital excellence

    Today where digital is a given, we explore how integrated are they to this new reality?

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