Lombard Odier vs Wize Comparison

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Lombard Odier

Lombard Odier - Global Assets+

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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WIZE by TeamWork

Portfolio Management

This Swiss, all-in-one Wealth & Asset Management solution offers an integrated data aggregation, CRM, accounting, amongst other services and including 100+ custodian automatic feeds for multi-asset, consolidated reporting. WIZE by TeamWork focuses on providing an intuitive user experience, rich and performing functionalities, and a transparent pricing model.

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USD 235M for 2020


Our Bank was founded in 1796.


Owned by management




  • 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.




  • Owned by management
  • Key staff also have ownership


  • Geneva
  • Luxembourg
  • Montréal
  • Singapore
  • Zurich

  • Switzerland
  • Singapore
  • Luxembourg
  • United Kingdom
  • Hong Kong




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

Financial advisors

  • Single family offices
  • Multi family offices
  • Fund managers
  • Banks

  • 6 banks
  • 66 Family offices/Advisors/Fund managers

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)


  • MiFID II
  • GDPR
  • FinSA/FinIA



  • Data Aggregation
  • Accounting
  • Consolidated Reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio Management
  • Trading (order only)
  • Risk Management

  • Consolidated reporting
  • Document Management
  • Trading (FIX or PDF)
  • Compliance (AML, MiFID2, FinSA, FIDLEG)
  • Risk Management
  • Performance Management
  • Fees invoicing and controlling
  • E-banking & Mobile App
  • Profitability
  • Multi-custodian data feeds

  • All financial assets
  • Private equity
  • Real estate
  • Rare collectibles
  • Loans
  • Mortgages
  • Insurances
  • Credit cards

  • MiFID II
  • FinSA/FinIA


Type Of Software



  • 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.


  • Microsoft
  • IBM
  • Java


Mobile App


  • Serviced Software
  • SAAS
  • Fully Standalone

  • 2 factors authentication
  • SSL encrypted connection
  • Industry standard back-ups rolling plan (DRP & BCP tested plans)
  • Regularly audited by our different client’s auditors (i.e. EY, PwC, Deloitte)
  • ISO 27001 certified

  • Java
  • Linux

  • Sage BOB 50 (accounting)
  • ELO (workflows)
  • Investment Navigator (mutual funds selection)
  • Bearing Point (CRS, Fatca, Tax reporting)
  • FinQuartz (news)
  • Performance Watcher (peers comparison)
  • Other software on request


Simple solutions for complex times.