Lombard Odier

Our clients have placed their trust in us for more than 220 years, allowing us to serve successive generations while remaining faithful to our primary mission: preserving and growing their wealth. Born in Switzerland, ours is the bank for entrepreneurs. Our Managing Partners are both owners and managers. Our bankers pay close attention to their clients' needs, developing long-term relationships with them and making Lombard Odier a benchmark bank. To ensure this proximity to our clients, we are present in five offices across Switzerland: Geneva, Zurich, Lausanne, Fribourg and Vevey.

Managing our clients' pension assets is a fully integrated part of our approach. From 2011 onwards, our Bank has been expanding its expertise in this area to cover a wide range of needs. We now have private pension assets under management worth more than one billion Swiss francs. With over 200 dedicated bankers across Switzerland, along with our investment specialists, we can offer you tailor-made management of vested benefit assets, build high-performing non-mandatory pension strategies (Bel étage and 1e plans) and provide advice on planning Pillar 2 purchases and preparing for retirement. The entire range of products and services is a perfect fit for our comprehensive, multi-pocket approach to tax-efficient management (TEM), since pension assets are not subject to either income or wealth tax.

Thanks to our system of consolidation and integrated management, at Lombard Odier we can sit down together with you and rethink your retirement plan and/or your vested benefits account, or even the architecture of your company's pension fund. This fully customised approach encompasses all your assets. Your assets are invested according to your needs and risk profile. Once we have defined the asset allocation, we implement it in the most tax-efficient way for the pension vehicles concerned (private portfolio or pension fund), and we continue to monitor the tax situation . This ensures that you continue to benefit from the best possible allocation. 　

LO Combined Pensions” (from CHF 2,000,000)

• Analysis of client’s global position and tax optimisation