Lombard Odier Group

Lombard Odier Group

Asset ManagementWealth ManagementDirect InvestorIntermediary
Swiss law, UN PRI, B Corp certification

For over 225 years, Lombard Odier has focused on its central mission: to build strong, long-lasting client partnerships based on expertise, trust, and care. It is a Swiss private bank specializing in wealth and asset management, with a commitment to sustainability and innovation.

Founded

1796

Ownership

Privately owned, independent partnership wholly owned by Managing Partners.

Risk Profile

Emphasis on stability, long-term growth, and sustainability; adaptable to client needs.

Location

New York, Ny, United States

About

Mission

Rethink Everything® – providing bespoke, sustainable investment solutions while preserving and growing clients' wealth.

Values

Sustainability, Innovation, Integrity, Resilience, Collaboration

Participant Demographics

Entrepreneurs, families, and institutional clients with an emphasis on wealth preservation and intergenerational transfer.

Track Record

Team Experience

Over 220 years of history and expertise

Notable Achievements

First global wealth and asset manager to achieve B Corp certification

Project Track Record

Pioneer in sustainable investing and innovative financial solutions

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Headquarters

New York, Ny, United States

Legal & Compliance

Swiss law, UN PRI, B Corp certification

No major violations mentioned

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