Lo Leporello Externe En
Transcript of Lo Leporello Externe En
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WELCOME TO LOMBARD ODIER
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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
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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
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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