Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
- $48.6B (CHF) group AUM
- Real-asset allocation
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- Appetite
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Investor profile
Wealth management division of Crédit Agricole. Operates across Europe, Middle East and Asia serving UHNW and family office clients with discretionary, advisory and private markets access.
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Comparable allocators
Other
UBS Asset Management
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Access Wealth Management
London, United Kingdom
Institutional investor. based in London. LP type: Family Office. Asset class focus: Fixed Income, Hedge Funds, Natural Resources, Private Debt, Public Equity. Sectors: hotels. Active real asset investor
Family Office
Swiss Capital Wealth Management AG
Switzerland
Swiss Capital Wealth Management AG is a family office based in Switzerland. The firm focuses on wealth management and investment strategies for high-net-worth individuals and families.
Other
Invesco
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Other
Amundi Group
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Institutional · $300bn AUM
Lombard Odier Darier Hentsch & Cie.
Genf, Switzerland
Lombard Odier Group is an independent Swiss private banking partnership established in 1796 and headquartered in Geneva. It is one of the oldest private banks in the region, focusing on wealth and asset management, private banking services, and banking technology. The firm emphasizes integrity and long-term vision, with ownership held by its Managing Partners across seven generations. Lombard Odier has a strong capital position, managing client assets totaling GBP 233 billion as of 2019, and holds a B Corp certification, highlighting its commitment to social and environmental performance. The company specializes in wealth and asset management, offering investment expertise and personalized strategies. Key services include sustainable investing, private banking, hedge funds, and socially responsible investing. Lombard Odier has developed innovative sustainable products and maintains partnerships to enhance its offerings. With a global presence, the firm operates branches in Switzerland and international offices across Europe, serving a diverse clientele that includes entrepreneurs, families, and institutional investors.