Private Wealth Systems vs Global Asset+ by Lombard Odier

You are looking for alternatives to Private Wealth Systems. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

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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

  • 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

  • Single-family offices


  • Individual wealth owners
  • Multi-family offices


200+

Product

  • 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

  • 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