Asia in Focus Episode 5: Commitment to clients
A six-part video series on Lombard Odier's presence and plans in Asia
As a seventh generation family business, founded in 1796, Lombard Odier has a long heritage and strong track record in nurturing, protecting and preserving our clients' wealth and passing it on to future generations. As an independently-owned firm our interests are aligned with our clients' interests, enabling us to build strong and long-lasting client partnerships based on expertise, trust and care.
We take a holistic, global approach that is founded on our solid and stable Swiss roots and heritage. At the same time, our solutions are personalised and tailored to our clients' needs and individual circumstances. Our Managing Partners not only manage our business, they are directly involved in looking after their own client relationships.
Vincent Magnenat, Limited Partner and Asia CEO at Lombard Odier, shares more in the video below, on client relationships in Asia, and what delivering an excellent and seamless client experience means to Lombard Odier:
Clear proposition in investment and family services offerings
In Asia, we have a clear strategy and value proposition in holistic investment solutions and family services advisory, delivered across our three offices in Singapore, Hong Kong and Japan. We generate first-in-class investment insights that are applied within a powerful yet agile asset allocation framework. We offer both discretionary and advisory investment mandates in terms of portfolio management services.
We further capture the onshore needs of High Net-Worth Individuals through our Ecosystem of six Strategic Alliances across Asia-Pacific. Through this Ecosystem of leading financial institutions in the region, we serve the needs of affluent families and entrepreneurs onshore by offering them access to Lombard Odier's quality service and global expertise locally.
Find out more about maintaining portfolio resilience amidst volatility
We are here to inspire and protect clients for the long term
At Lombard Odier, we believe in partnering with clients and families between and across generations. We are also one of the best-capitalised banks in the world, with a Fitch rating at AA- with a stable outlook – the strongest possible credit rating for a banking group of our size, with no external debt, and more than double the minimum capital required by our regulators. Clients benefit from our stability and financial strength, which has proved itself across the past 226 years overcoming over 40 financial crises.
We seek to offer a differentiated client experience in Asia. As a pure play private bank, we have the expertise and knowledge to have open discussions with clients in a professional yet friendly environment. We listen intently to their needs and objectives, and we in turn offer our professional views and guidance. We observe our clients' changing circumstances and intentions, and rethink, innovate and adapt to meet their needs.
Read more about the role of relationship managers in the post-pandemic world
Our holistic, tech-enabled and sustainable solutions are key differentiators for our clients
At Lombard Odier, we are bespoke solution providers with a holistic approach, where we build the right investment portfolios for each individual client based on their specific goals and investment needs, structuring each client's assets to anticipate specific events. Lombard Odier has a long-standing commitment to innovation, and we believe in the power of cutting-edge technology to deepen our relationships with clients. Our state-of-the-art and sophisticated global banking platform allows our bankers to deliver exceptional value through this highly powerful tool for financial management to our clients.
Lastly, our consistent and long-term commitment to sustainable investment, that is borne out of genuine conviction, enables us to offer the right guidance for our clients, especially in today's market volatility.
Read more about Sustainability in Asia
