discretionary management & advisory.

Depending on your appetite for getting involved in managing your portfolio, we offer discretionary mandates, advisory mandates, or a mix of the two.


Discretionary mandates

Our discretionary mandates seek to manage your assets in line with the long-term objectives you have agreed with our teams.

  • Asset allocation mandates offer exposure to a portfolio including a variety of asset classes. Our balanced mandates can be run applying either a capital allocation model or our risk-based approach
  • Single asset class mandates are based on a core portfolio defined by our research experts, and can be customised for special considerations such as sustainability or instrument restrictions

Almost half of our client assets are managed on a discretionary basis, a testimony to our expertise and the trust our clients put in us1.


Advisory mandates

Our investment advisory offering puts you in charge of your portfolio. You’ll have the backing of our specialists, so you’ll be in control but not alone.

We offer direct access to our investment professionals, who can give you personalised and proactive investment ideas on all major asset classes. They can advise you on the structure of your portfolio and ensure that portfolio risk is within the limits you set.

Our teams regularly issue investment and trading ideas as well as market comments that are the result of our analysis and reflect our assessment of the markets. As Lombard Odier has no investment banking activities the scope for conflicts of interest is reduced.

We can also provide you with off-the-shelf or bespoke structured products, allowing you to rapidly implement your personal market views.

When you want to adjust your portfolio, our specialised traders in Geneva, Montreal and Hong Kong can execute your orders for all major markets and products around the clock. Our trading order execution policy is compliant with MiFID requirements.

1 Note: This is more than twice the European average of c20%, according to Boston Consulting Group’s Global Wealth study, 2013.