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Lombard Odier

PRI reporting framework 2017

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Basic Information

OO 01. Signatory category and services

01.1. Select the services you offer.

% of assets under management (AUM) in ranges

% of assets under management (AUM) in ranges

01.2. Additional information. [Optional]

Lombard Odier operates in two business segments: private banking and asset management. Lombard Odier’s Private Clients unit serves individuals clients with a wide range of advisory services in wealth management, financial products, and specialized areas. Lombard Odier Investment Managers (‘LOIM’) serves institutional clients with its expertise in smart beta, high conviction, absolute return and multi-asset strategies. Both segments share horizontal services.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Switzerland

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

2294 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2016

04.2. Indicate your total AUM at the end of your reporting year, excluding subsidiaries you have chosen not to report on.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Additional information. [Optional]

45 billion CHF of our Client Assets are managed by our LOIM (Lombard Odier Investment managers) branch and 119 billion CHF are managed by our private bank unit.


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. How you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 16 10-50% 13
Fixed income 10-50% 19 <10% 9
Private equity 0 0 0 0
Property <10% 1 0 0
Infrastructure <10% 1 0 0
Commodities <10% 1 <10% 1
Hedge funds <10% 4 <10% 2
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance <10% 0.1 <10% 0.1
Cash <10% 8 10-50% 10
Other (1), specify <10% 5 <10% 1
Other (2), specify <10% 6.9 <10% 1.9

'Other (1)' specified

          Convertibles or warrants bonds
        

'Other (2)' specified

          Others balanced instruments
        

06.2. Publish our asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market (Private)


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