Bourgeois Boheme Fintech vs Global Asset+ by Lombard Odier

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Borgeois-Bohéme

Bourgeois Bohème

Category
Accounting

BOBO Famex™ is a private financial and lifestyle platform designed for high-net-worth families and the trusted people around them. Built by two leading European family offices, BOBO was created to solve the everyday complexity that comes with managing wealth across multiple homes, people, and responsibilities.

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Global Asset+ by Lombard Odier

Category
Consolidated Reporting

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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Company
Founded

  • 2018

Headquarters

  • Lithuania

Team Size

  • 11-50 employees

Global Reach

  • While headquartered in Lithuania, BOBO Famex™ operates with a cross-border footprint and serves clients across key HNW hubs globally. The platform is designed to support families and family offices operating in multiple jurisdictions and currencies.

Top 5 Markets

  • United Kingdom
  • Germany
  • France
  • Sweden
  • Finland

Ownership

  • Privately owned by management
  • Backed by external investors (non-client, non-staff)

News and PR
Social Channels

  • 500+


  • $235 million (2020)


  • 1796


  • Owned by management


  • Switzerland


  • Geneva
  • Zurich
  • Brussels
  • London
  • Luxembourg
  • Paris
  • Madrid
  • Dubai
  • Abu-Dhabi
  • Hong-Kong
  • Singapore
  • Tokyo
  • Bermuda
  • Nassau


  • Switzerland
  • United Kingdom
  • Singapore
  • France
  • Denmark


  • G2 Pro – our wealth and investment platform fully developed internally in close collaboration with our business lines –allows managing more than #350 billion.


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Client
Primary

  • Individual wealth owners
  • Single-family offices
  • Multi-family offices

Secondary

  • Private banks
  • Fiduciary & advisory firms
  • Private schooling, real estate & property management companies


  • Single-family offices


  • Individual wealth owners
  • Multi-family offices


200+

Product
BoBo Essentials

  • Structure and simplify daily financial operations
  • Delegate spending securely to staff and household teams
  • Empower trusted individuals without compromising control and oversight
  • Enable financial independence for children within clear limits and parental controls
  • Manage lifestyle and payments through one secure hub
  • Streamline approvals and reduce back-and-forth admin
  • Consolidate oversight across properties, people, and accounts
  • Centralise documentation supporting household expenditure

Users

  • Family offices
  • Principals and family members
  • Household staff and assistants
  • Professional advisors and external partners

Top Features

  • Family & Staff Wallets
  • Instant Wallet Transfers
  • Customised Spending Controls
  • Authorised Access Management
  • Control Hub (Overview, Reporting, Reconciliation, Invoice Docs)
  • Delegated Payments
  • Wallets for Younger Family Members
  • Payment Cards
  • Payment Devices and Wearables
  • Unmatched Limits
  • Streamlined Digital Onboarding
  • 24/7 Human Support
  • Dedicated Compliance Team
  • Lifestyle Assistance & Global Concierge
  • Exclusive Global Events
  • Preferential Travel Benefits

Reporting & Control

  • Real-time spend visibility
  • Transaction overview
  • Invoice and document storage
  • PDF & CSV data export
  • Role-based access for advisors, accountants, and PAs
  • Detailed user audit reports

Security and Technology

  • Available on iOS and Android
  • Cloud-native architecture (GDPR compliant)
  • Apple Pay, Google Pay, Fitbit, and Garmin Pay compatible
  • PCI DSS and ISO 27001 compliant
  • White-label ready
  • Secure, cloud-based hosting
  • End-to-end encryption across all transactions and document exchanges

Use Cases

  • BOBO provides tailored financial solutions for high-net-worth families, managing household expenses and urgent personal requests with a focus on security and efficiency.

  • Click here to explore.


  • Accounting
  • Consolidated reporting
  • Portfolio management
  • Trading (execution on platform)
  • Data aggregation
  • Risk management
  • Impact/ESG reporting


  • Dynamic analysis, easy access to financial data
  • Execution monitoring
  • Instant consolidation of a large number of portfolios/investments
  • Historical performance, allocation, and portfolio exposure trends
  • Detailed performance contribution/attribution across asset classes, countries and currencies breakdowns
  • Fund look through
  • Bespoke costs monitoring
  • Ex-post and ex-ante risk metrics
  • Dedicated investment guidelines monitoring
  • Powerful reporting solutions to create personalized reports


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


  • MiFID II
  • GDPR
  • FinSA/FinIA
  • AIFMD
  • UCITS


  • Yes

Technology
Security

  • Available on iOS and Android
  • Cloud-native architecture (GDPR compliant)
  • Apple Pay, Google Pay, Fitbit, and Garmin Pay compatible
  • PCI DSS and ISO 27001 compliant
  • White-label ready
  • Secure, cloud-based hosting
  • End-to-end encryption across all transactions and document exchanges

Type Of Software

  • SAAS

Integrations

  • Not at present

Mobile App

  • Yes


  • SAAS


  • Regulated by the Swiss Financial Market Supervisory Authority (FINMA)
  • Experts leverage both inside the organisation and through networks of subject matter experts
  • ISAE 3000 Report on Client Data Security Controls (Type II) on a yearly basis


  • Microsoft
  • IBM
  • Java


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  • Yes