Northern Trust vs Lombard Odier Comparison

You are looking for alternatives to Northern Trust. Here you can compare the best Portfolio Management Software and other family office technologies based on our annual benchmark and comparison surveys
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Northern Trust Family Office Technology

Category
Consolidated Reporting

Northern Trust is a global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families or their family offices.

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Global Asset+ by Lombard Odier

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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Company
Employees

100-500 (in GFO’s division)

Revenue

$6.1 billion ($286.3 million – GFO’s trust fees)

Founded

  • 1889
Ownership

-

Incorporated

  • United States of America
Locations

  • Chicago
  • London
  • Guernsey
  • Luxembourg
  • Abu Dhabi
Top 5 Markets

-

Total AUM

  • $114 billion (Northern Trust’s GFO)
Avg. AUM per client

$900 million  (median $350 million)


  • 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
Focus

  • Single-family offices
Serves also

  • Individual wealth owners
Number of clients:

  • Approx. 500 GFO clients

  • Single-family offices

  • Individual wealth owners
  • Multi-family offices

200+

Product
Main tasks

  • Consolidated reporting
  • Portfolio management
  • Accounting
  • Governance
  • Compliance
  • Trading
  • Data aggregation
  • Risk management
  • Impact/ESG reporting
Top features

  • Holistic, aggregated single source of data
  • Automated cash & trade transaction tools
  • Comprehensive user report library
  • Ad-hoc custom reporting
  • Easily-accessible mobile platform
  • Dedicated client service team
  • Integrated partnership accounting & general ledger
  • Security & integrity of your data
Assets supported

  • All marketable and non-marketable assets
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewellery)
Compliance

  • MiFID II
  • GDPR
  • AIFMD
  • UCITS
Whitelabel

  • Yes

  • 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
Type Of Software

  • Serviced software
Security

  • Multi-factor authentication
  • Anti-fraud programs & IT security team
  • Three-tiered network architecture with redundant firewalls and DMZ layer
  • Network intrusion detections systems.
  • Regular network- and application-level penetration tests
  • Anti-virus practices at network, app and database levels
  • Several limits to employees’ ability to see and manage client data
  • Dedicated fraud prevention and investigations unit
Ecosystem

  • Linux
  • Java
Integrations

  • We interact with a variety of external vended software and send data (once authorized by the client) daily. Existing connectivity can be confirmed on request.
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

-


  • Yes
Simple solutions for complex times.