Wealth planning solutions developed for partners
Lombard develops unmatched solutions, together with independent financial advisers, family offices and other experts in the private banking and wealth management sectors. These solutions are based on the use of privatbancassurance for investment management.
We offer unrivalled expertise from our legal and taxation specialists who have a deep understanding in each of our operating markets in Europe, Latin America and Asia.
Blending local knowledge and global expertise in complex cases
Over the past 20 years, Lombard has become recognised as the leading provider of specialist wealth planning and asset management solutions for high net worth and ultra high net worth clients. Now with more than €23 billion in funds under management, our innovative approach continues to benefit our partners. We use tailor-made solutions to meet the demanding requirements of your clients, whether they need estate planning, tax planning or other services to obtain the optimal management of their wealth.
With around 350 people, including highly qualified lawyers and tax experts, Lombard understands the fiscal, legal and cultural realities in each of our markets. We then blend the best European and global solutions with the local experience of our partners for their clients.