Private bank Lombard Odier is entering the
Australian market through a tie-up with Australian wealth
management company JBWere.
JBWere’s clients in Australia and New Zealand
will gain access to the Swiss private bank’s investment tools,
research and platforms.
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They will be able to trade internationally
across a range of asset classes and have access to FX hedging,
custody and reporting.
Vincent Duhamel, Head of Asia-Pacific and Japan,
Lombard Odier, said: “Lombard Odier has always taken a sustainable,
long-term view when expanding into new markets.
“With JBWere, we have found the local insight
needed for successful long-term growth of our client
portfolios.”
JBWere Chief Executive Officer Paul Heath said:
“Lombard Odier was chosen, following a global search for a suitable
partner, because of its long, rich history in providing world-class
wealth solutions to private investors.”
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By GlobalDataHeath added: “In Australia, more than 70% of the
equity market is made up of materials, energy and financial
services companies.
“We believe Australian private investors need
more diversification if they are to reduce risk in their portfolio
and maximise the opportunities in the current market.”
Lombard Odier provides its institutional and
high net worth clients with wide-ranging advice in the areas of
wealth management and specialised services such as estate planning,
family business expertise, philanthropy and solutions for
independent asset managers.
The bank has been in Asia for over 25 years
after setting up its Hong Kong office in 1987 to manage the
investments of private and institutional clients in the region.
With additional offices in Tokyo and Singapore,
the bank strengthened its commitment and the depth of expertise in
the region for clients including pension funds and family business
owners.
