Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Lombard Odier

  • Min. account size

    £1,000,000
  • Company type

    Private Bank
  • Ownership

    Part of a listed group
  • Size of wealth manager

    Small
  • Size

    Global
  • Founded

    1796

Lombard Odier Factfile

Lombard Odier is a family owned Swiss private bank specialising in private and institutional asset manager. Founded in 1796, it is the oldest firm of private bankers in Geneva and has remained an independent family business for seven generations. Today the firm is run by eight Partners and has a global network of offices.

Contact person Relationship manager
Fee structure Annual fee
Min. account size £1,000,000
Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance Jet, yacht, art
Online dealing
Timezones UK, US, Asia
Margin accounts
Retail banking
Ethical investing
Philanthropy

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