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DirectoryFinance & InsuranceHolding CompaniesBellevueHolding Privé Lombard Odier & Cie SCm
Holding Privé Lombard Odier & Cie SCm Logo
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Holding Privé Lombard Odier & Cie SCm

Summary

About the company

Holding Privé Lombard Odier & Cie SCm is part of the Lombard Odier group, which provides private and institutional clients with wealth management, asset management and investment solutions. The website also references services in estate and wealth planning, advisory investment services and digital banking platforms.

AI-generated
Offering

Products & services

Industry:Holding Companies
✓ Offered6
Wealth management
Personalised wealth and asset management, asset structuring, portfolio management, family governance, succession planning and international support.
Wealth planning
Personalised needs analysis, asset structuring, transfer of residence, family governance, succession, financial planning, provision and fiduciary and trust services.
Discretionary investment management
Tailored discretionary mandates, day-to-day portfolio management, strategic and tactical asset allocation, risk monitoring, transparent reporting and durable solutions.
Investment advisory service
Collaborative advice with personalised recommendations, access to research and market analyses, portfolio follow-up, ongoing dialogue and final validation by the client.
Lombard credit
A fixed-rate credit secured against liquid wealth values, facilitating liquidity management, project financing, diversification and the preservation of capital.
Philanthropy
Philanthropy advisory services, structuring of donations, turnkey solutions, donor-advised funds, foundations, administrative, accounting and legal support.
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Location

Chemin Messidor 1
1293 Bellevue

At a glance

Legal form
Limited Partnership
UID
CHE-100.289.893
Founded
1973 · 53 years
Last commercial register change
October 6, 2025
Employees
1 to 10

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