Lo Leporello Externe En

download Lo Leporello Externe En

of 4

Transcript of Lo Leporello Externe En

  • 7/23/2019 Lo Leporello Externe En

    1/4

    WELCOME TO LOMBARD ODIER

  • 7/23/2019 Lo Leporello Externe En

    2/4

    SCALE

    We look after about

    USD 200 bn of client assets.

    STABILITY AND CONTINUITY

    Since our foundation we

    have grown through over 40

    inancial crises. Stability isthe core of all we do: we only

    take risks for our clients t hat

    we fully understand and are

    prepared to ta ke ourselves.

    DEDICATED TO CLIENTS

    Since 1796, weve been

    solely dedicated to serving

    clients.

    FINANCIAL STRENGTH

    We are one of the best-

    capitalised banks in

    the world. Our balancesheet is highly liquid and

    conservatively invested.

    FOCUSED EXPERTISE

    We are focused on

    providing wealth and asset

    management services for

    private and institutional

    clients, and have developed

    a much sought-after

    technology platform to

    support them.

    TRADITION OF INNOVATION

    We have been innovating

    for more than 200 years:

    from the advice we give ourclients, to t he investment

    strategies we manage and

    the technology we develop

    and use for them.

    INDEPENDENCE

    Were wholly owned by our

    partners. This allows us to

    plot a steady, considered

    course and to take a long-

    term view.

    INTERNATIONAL CULTURE

    Our heritage is Swiss, yet

    our outlook and approach is

    distinctly international.

    WHAT WE STAND FOR

    OUR PHILOSOPHY AND BUSINESS MODEL

  • 7/23/2019 Lo Leporello Externe En

    3/4

    THE YEARWE WERE FOUNDED

    OF CLIENT ASSETS

    USDbn

    YEARS OF

    INNOVATION

    EMPLOYEES

    ,

    MANAGING PARTNERS

    INVESTMENT

    PROFESSIONALS

    CAPITAL RATIO.

    OFFICES

    FITCH RATING

    AACOUNTRIES

    FINANCIAL CRISESWE HAVE GROWN THROUGH

    NATIONALITIES

    OUR FOUNDATION SCALE

    STABILITY AND

    FINANCIAL STRENGTH INTERNATIONAL CULTURE

    SOME KEY FACTS ABOUT LOMBAR D ODIER

  • 7/23/2019 Lo Leporello Externe En

    4/4

    BESPOKE

    RELATIONSHIP

    We invest signiicant time to bet ter understand your personalcircumstances.

    WEALTH

    PLANNING

    We dont simply focus on your inancial portfolios. We seek tounderstand your wider ambitions and objectives for your wealth.

    PORTFOLIO

    MANAGEMENT

    Our investment philosophy is long-term and we manage risksaccordingly.

    TAX EFFICIENT

    INVESTMENT

    We look at the impact of taxation through every step of ouroffering.

    TRANSPARENT

    REPORTING

    We believe in the strength of transparent report ing you alwaysremain in control.

    BOOKING AND

    SAFE-KEEPING

    We can deposit your assets in 12 booking centres worldwide,on a single IT platform.

    WHAT WE CAN OFFER YOU

    OUR SERVICE OFFERING