Lombard Odier Asset Management
Lombard Odier Asset Management is a financial services group that operates out of Geneva, Switzerland. Its operations are organized into three divisions: private banking, asset management, and IT services. It also provides back and middle office services to other financial institutions. These divisions focus on a variety of different asset types.
Institutional investors
Lombard Odier Asset Management is an investment manager based in New York. Its client base is mostly made up of institutional investors, funds of funds, and third-party distributors. Private banking clients make up a small part of the firm’s assets. The firm tailors its service to its clients’ needs and is registered with the SEC. Its service offerings include Swiss funds and mandated investments.
As of its most recent SEC filing, Lombard Odier Asset Management (Switzerland) SA holds 323 stocks. Its portfolio value is estimated at $ 1,181,403,000 USD. Some of its top holdings include Thermo Fisher Scientific Inc. (US:TMO), Medifast Inc. (US:MED), Yeti Holdings, Glaukos Corp., and Plug Power Inc.
Funds of funds
The Lombard Odier Asset Management Funds of Funds are investment vehicles of the Company. The funds invest in securities of a variety of companies. These investments are generally categorized according to their investment objective. They are aimed at investors who are looking for high growth in a wide range of industries. In particular, they target the life sciences, healthcare and commercial services sectors.
Lombard Odier is an independent Swiss private bank. It provides asset management services to institutional investors and is an adviser to mutual funds. Most of its clients are third party distributors and institutional investors. The company also has a small portion of private banking clients. It tailors its offering to include a range of Swiss products as well as specialized niches outside of the country.
Third party distributors
Lombard Odier Asset Management has appointed Martin Thommen as the new head of third party distribution for Europe. He will be based in Zurich and report to Carolina Minio-Paluello, the firm’s global head of sales and solutions. He joins Lombard Odier after spending over thirty years at UBS Asset Management in various management positions.
Lombard Odier is a Swiss bank that offers both private bank and investment manager services. Its clients are mostly institutional investors, third party distributors, and funds of funds. Its private bank clients are only a small proportion of its total assets. The firm tailors its services to suit the needs of its clients by providing a range of mandates and products in Switzerland, as well as in niche areas outside the country.
In addition to offering a range of fund options, Lombard Odier Asset Management is expanding its distribution capabilities. It now has 17 funds available through the Novia Global Platform. These funds include the Golden Age fund, which invests in global equities and is designed for older investors. The funds are also available through the Cofunds platform and the Hargreaves Lansdown platform.
Single manager hedge funds
Lombard Odier Asset Management has teamed up with Volantis, an investment management firm based in London, to launch a single manager hedge fund focused on UK small caps. Volantis is a team of investment professionals with more than $1 billion of assets under management. The firm’s asset management platform will give Volantis access to its platform and investment strategies. The team includes investment strategists, risk management, distribution and compliance professionals, and more.
Lombard Odier is a Swiss private banking firm that specializes in private asset management and institutional asset management. Its portfolio comprises of single-manager hedge funds, convertible funds, and fundamentally-weighted fixed-income products. Its investment process seeks to understand and manage sources of risk and deliver performance to clients.
Tax-exempt securities
Lombard Odier Asset Management does not sell tax-exempt securities or offer tax advice to investors. However, it does make the best efforts to keep all information up-to-date. Despite our best efforts, prices, market valuations, and calculations can change without notice. Moreover, tax treatment will depend on individual circumstances. As a result, Lombard Odier cannot be held responsible for loss or damage resulting from the use of inaccurate or outdated information.
Lombard Odier Asset Management(Europe) Limited is a private limited company with its registered office in London. It is regulated by the Financial Conduct Authority (FCA), and its registration number is 515393. It also trades under the name Lombard Odier Investment Managers.