Lombard Odier vs Hemonto Comparison

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Lombard Odier

Lombard Odier - Global Assets+

Category
Consolidated Reporting

Swiss based Lombard Odier - 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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Hemonto,family office software, portfolio management software, consolidated reporting software

Hemonto

Category
Consolidated Reporting

Denmark-based Hemonto, delivers state-of-the-art consolidated financial reporting through their platform and their permanent team of experts. They ensure that data accuracy and services can be tailored to customized reporting needs without compromising data integrity, enabling real-time and verifiable data to be the basis for financial decisions.

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Company
Employees

500+

Revenue

USD 235M for 2020

Founded

Our Bank was founded in 1796.

Ownership

Owned by management

Incorporated

Switzerland

Locations

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

Top 5 Markets

  • Switzerland
  • United Kingdom
  • Singapore
  • France
  • Denmark

Total AUM

G2 Pro, our wealth and investment platform fully developed internally in close collaboration with our business lines, allows managing more than 350Bn USD.

Avg. AUM per client

This information is not publicly communicated. However, we can address the question in the context of bespoke discussions.


11-50


-


2006


  • Owned by management
  • Clients are also owners


Denmark


  • Aarhus
  • Copenhagen
  • Oslo


  • Denmark
  • Germany
  • Norway
  • Switzerland
  • United Kingdom


-


+$30B

Client
Focus

Single-Family Offices (SFOs)

Serves also

  • Individual Wealth Owners (UHNWIs)
  • Single-Family Offices (SFOs)
  • Multi-Family Offices (MFOs)

Number of clients:

More than 200 clients rely on our Global Assets+ solution


Single- & Multi family offices


  • Individual Wealth Owners
  • Financial advisors
  • Banks


+100

Product
Main tasks

  • Accounting
  • Consolidated Reporting
  • Portfolio Management
  • Trading (execution on platform)
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting

Top features

  • 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.

Assets supported

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

Compliance

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

Whitelabel

Yes


  • Accounting
  • Consolidated Reporting
  • Governance
  • Portfolio Management
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting
  • Data management
  • Bespoke reporting
  • Cost controlling
  • Benchmarking
  • Dataset as a service


  • Consolidated performance reporting
  • Accounting and administration
  • Consolidated risk and exposure reporting
  • Bespoke consolidated reporting
  • Private-Equity reporting
  • ESG screening
  • Costs analysis
  • Extended monitoring of costs and compliance
  • Dynamic customer portal with business-intelligence tools
  • Hemonto App


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


  • MiFID II
  • GDPR


Yes

Technology
Type Of Software

SAAS

Security

  • At Lombard Odier, confidentiality has been in our DNA for more than 225 years.
  • As a Swiss private bank, we have safeguarded the interests of our clients with the utmost attention through more than 40 financial crisis. We place great value on trust we have won from our clients, some of whom have been with us for many generations.
  • We are regulated by the Swiss Financial Market Supervisory Authority (FINMA) and are subject to thorough internal and external audit programs.
  • We place great emphasis on risk management in everything we do. Multiple lines of defense with corresponding tools have been implemented to limit risks, among which data leak and fraud. Our risk, compliance and legal experts are collaborating on a daily basis to ensure the highest standards in term of security processes to our clients.
  • Client data is key and we have implemented thorough security measures to protect them, leveraging the best experts both inside our organization and through networks of subject matter experts. Lombard Odier decided to mandate an external auditor to perform an ISAE 3000 Report on Client Data Security Controls (Type II) on a yearly basis.

Ecosystem

  • Microsoft
  • IBM
  • Java

Integrations

Mobile App

Yes


  • SaaS
  • Serviced Software


  • Azure multi-factor authentication
  • ISAE 3402-II control report can be forwarded on request


Microsoft


  • Office 365 Security integration
  • Integration to ERP systems
  • Microsoft Power
  • BIExcel


Yes

Simple solutions for complex times.