Lombard Odier vs Wize Comparison

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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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WIZE Logo

WIZE by TeamWork

Category
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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Company
Employees

  • 500+
Revenue

  • $235 million (2020)
Founded

  • 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 #350 billion.
Avg. AUM per client

-


  • 950+

-


  • 2010

  • Owned by management
  • Key staff also have ownership

  • Switzerland

  • Geneva
  • Luxembourg
  • Montréal
  • Singapore
  • Zurich
  • Beirut
  • London

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

  • $45 billion

  • $600 million
Client
Focus

  • Single-family offices
Serves also

  • Individual wealth owners
  • Multi-family offices
Number of clients:

200+


  • Financial advisors

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

  • 8 banks
  • 83 family offices/advisors/fund managers
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

  • Data aggregation
  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Trading (order only)
  • Risk management

  • Consolidated reporting
  • CRM/KYC
  • 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
  • UCITS

  • Yes
Technology
Type Of Software

  • SAAS
Security

  • 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
Ecosystem

  • Microsoft
  • IBM
  • Java
Integrations

-

Mobile App

  • Yes

  • 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

  • Yes
Simple solutions for complex times.