Lombard Odier Investment Managers

What Lombard Odier Investment Managers does

Lombard Odier Investment Managers (LOIM) is the asset management division of the Lombard Odier Group, a Swiss private banking and financial services group founded in 1796 and headquartered in Geneva, Switzerland. LOIM operates as an active investment manager serving institutional and wholesale/professional clients worldwide through 14 offices across Europe (Switzerland, UK, France, Germany, Luxembourg, Italy, Netherlands), Asia (Hong Kong, Singapore, Japan) and North America (New York). As of February 2026, the firm manages USD 75 billion in assets under management with 180+ investment professionals.

LOIM offers five core product categories: Equities (sustainable, regional including Asia high conviction and emerging markets, and thematic), Fixed Income (sustainable, global, regional including Asia Value Bonds and Swiss Franc Credit Bond, and money market), Alternatives (Asset Backed Loan, Global Carbon Opportunity, Lombard Odier Secondaries, Plastic Circularity Strategy, Sustainable Private Credit, and Transition Materials), Multi-Asset (All Roads), and Convertibles (Global Convertible Bonds). The platform is differentiated by a three-pillar ESG integration approach and the TargetNetZero sustainability strategy, supported by tools such as the TargetNetZero Simulator. Recent product expansion includes Liquid Global High Yield (launched June 2025) and a growing alternatives platform.

LOIM generates revenue through recurring management fees on AUM, distributed via direct sales relationships with institutional clients (pension funds, insurance companies, sovereign wealth funds) and wholesale distribution through regulated fund platforms. The firm is regulated by FINMA in Switzerland and the FCA in the UK, with additional entities in Luxembourg and the USA. The parent group's family-controlled ownership and 220+ year history provide a stable long-term ownership structure, though financial figures including revenue and AUM growth rates are not publicly disclosed.

Name

Lombard Odier Investment Managers

Legal name

Lombard Odier Asset Management (Europe) Limited

Website

https://am.lombardodier.com

Company type

Private

Founded year

1796

Operating status

Operating

Headcount range

251–500 employees

Short description

Lombard Odier Investment Managers is the asset management arm of the 1796-founded Lombard Odier Group, managing USD 75 billion in active equity, fixed income, alternatives, multi-asset and convertible bond strategies for institutional and wholesale clients across 14 global offices.

Ownership category

akta.pro rank

Product category

Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

OCIO & Multi-Asset Outsourced Portfolio Management (FSAAAJAF)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Global Equity (Active) (FSAAAIAD), Large-Cap Equity (Active) (FSAAAIAA)

Keywords

• Active asset management
• Institutional investment strategies
• Sustainable investing
• Fixed income management
• Private markets investing

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices14 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Asset Management Fees: Management fees charged on assets under management across equity, fixed income, multi-asset, convertible bond, alternatives and private markets strategies. The firm manages USD 75 billion in assets.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Lombard Odier Investment Managers is the asset management division of the Lombard Odier Group, managing USD 75 billion in specialized active investment strategies across equity, fixed income, multi-asset, convertible bonds, alternatives, and private markets. The firm serves institutional and wholesale clients through 180+ investment professionals located in 14 offices across Europe, Asia, and North America.

Product overview

Lombard Odier Investment Managers is an active investment manager managing approximately USD 75 billion with over 180 investment professionals across 14 offices globally. The firm offers specialized investment strategies across five core product categories: (1) Equities encompassing sustainable, regional (including Asia high conviction, EM), and thematic approaches; (2) Fixed Income including sustainable, global, regional (Asia Value Bonds, Swiss Franc Credit Bond), and money market strategies; (3) Alternatives featuring Asset Backed Loan, Global Carbon Opportunity, Lombard Odier Secondaries, Plastic Circularity Strategy, Sustainable Private Credit, and Transition Materials; (4) Multi-Asset highlighted by the All Roads strategy; and (5) Convertibles including Global Convertible Bonds. Additional offerings include the Liquid Global High Yield strategy and the TargetNetZero Simulator sustainability tool. The unified platform enables institutional and wholesale clients to access these differentiated strategies designed for sustainable value creation.

Differentiator

Problem solved

Functional benefit

Products and services

• Equities Active equity investment strategies covering sustainable, regional, and thematic approaches across global markets, designed for institutional and wholesale clients seeking equity exposure.
• Fixed Income Fixed income investment strategies including sustainable, global, regional, and money market approaches, incorporating ESG factors and sustainability considerations in bond selection.
• Alternatives Alternative investment strategies including private markets, private credit, asset-backed loans, secondaries, global carbon opportunities, plastic circularity, and transition materials strategies for institutional clients.
• Multi-Asset Multi-asset investment strategies combining multiple asset classes within unified portfolios, designed to deliver diversified returns across various market conditions.
• Convertibles Convertible bond investment strategies offering exposure to equity and fixed income characteristics through convertible securities, including global SRI convertible bonds mandates.
• Asia Value Bonds Fixed income strategy focused on Asian credit markets, recognized with Lipper Fund Awards in April 2026 for performance.
• Swiss Franc Credit Bond Fixed income strategy denominated in Swiss francs, awarded alongside Asia Value Bonds in the April 2026 Lipper Fund Awards.
• Liquid Global High Yield High yield bond strategy launched in June 2025, focused on liquidity provision and rolldown capture in global high yield markets.

Quantifiable outcome

• Five Lipper Fund Awards for Asia Value Bond and Swiss Franc Credit Bond in April 2026

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered minor and core.

• Climate Investor Coalition (HSBC Climate Data Review)minorStrategic or Co-development Partner · 22 April 2026Lombard Odier Investment Management joined a group of investors managing $400 billion calling for the UK Financial Reporting Council to review HSBC Holdings Plc's climate data. The investors alleged HSBC may be misleading shareholders about its exposure to near-term climate risks.
• Net Zero Asset Managers initiative (NZAM)coreStrategic or Co-development Partner · 25 February 2026Lombard Odier Investment Managers is a signatory to the Net Zero Asset Managers initiative, a voluntary forum for asset managers committed to supporting the goal of net zero greenhouse gas emissions by 2050. NZAM recently relaunched with over 250 signatories.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Natixis Investment Managers: Global multi-affiliate active asset manager with strategies in equity, fixed income, multi-asset, alternatives and ESG; broader and larger than LOIM but overlapping in active product categories and institutional client focus.
• Capital Group: Global large active asset manager with multi-asset, equity, fixed income and ESG strategies sold to institutional and wholesale clients; broader and larger than LOIM but overlapping in active management and global institutional distribution.
• Robeco: Dutch-headquartered active asset manager with a strong sustainability and quantitative focus across equities, fixed income, multi-asset and alternatives; comparable in institutional/wholesale mix and sustainability emphasis, larger in AUM.
• BNP Paribas Asset Management: European-based large asset manager offering active strategies across equities, fixed income, multi-asset, alternatives and sustainability; operates as a broad incumbent in the same categories as LOIM but at materially larger AUM and with a wider product shelf.

Direct peers

• Pictet Asset Management: Swiss-headquartered active asset manager offering multi-asset, equities, fixed income, alternatives and thematic strategies to institutional and wholesale clients globally; directly comparable in size, geography, product breadth and Swiss private-banking heritage.
• J. Safra Sarasin Asset Management: Swiss-headquartered private banking group with an active asset management arm offering sustainable and traditional strategies across asset classes; comparable in size, Swiss base and institutional/wholesale split.
• Union Bancaire Privée (UBP) Asset Management: Geneva-based private banking group with an active asset management division covering equities, fixed income, multi-asset and alternatives; comparable Swiss private-banking heritage, institutional focus and product mix.
• Mirabaud Asset Management: Swiss private bank with an active asset management arm offering equity, fixed income, multi-asset and alternative strategies to institutional and wholesale clients; directly comparable in size, product mix and Swiss heritage.
• Edmond de Rothschild Asset Management: Swiss/European private banking group with an asset management division spanning equities, fixed income, multi-asset, convertibles and alternatives; very comparable in size, Swiss heritage and active management focus.

Emerging players

• BlueOrchard Finance: Swiss-based emerging-markets impact and sustainable private credit manager; smaller and narrower than LOIM but directly comparable in sustainable alternatives and Swiss private-banking heritage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/LOIMNews
• LinkedInlinkedin.com/company/lombard-odier-investment-managers
• Facebookfacebook.com/lombardodier

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments5 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lombard Odier Investment Managers