The best private banks and wealth managers have been honing the art of succession planning for generations. That is certainly true of Lombard Odier. Having been around for 230 years, in 2025 it walks away with the prize for the world’s best for succession planning.
The Geneva-based institution is a global-facing wealth management institution able to look far into the future. It does not engage in corporate or retail banking. Its primary and over-riding purpose is to provide clients with world-class private banking services, spanning wealth management, wealth planning and investment solutions.
Succession planning, the firm says in its pitch, must be handled “holistically, with future generations fully included in the process”.
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