LOMBARD ODIER USES LEXIFI APROPOS TO DEVELOP AND DIVERSIFY ITS STRUCTURED PRODUCTS ACTIVITIES
In the spring of 2010, Lombard Odier and LexiFi teamed up to automate the management of the Bank’s structured products activities and further improve pre- and after-sale service.
Lombard Odier implemented LexiFi Apropos software to automate the management of its structured products activities and further improve pre- and after-sale service. LexiFi Apropos has become a key asset underpinning the Bank’s strategy of pursuing client satisfaction by offering customized investment solutions: the system covers all core processes related to the design, pricing, delivery and management of internal and external structured products offered by Lombard Odier.
"LexiFi Apropos brings together all data and services needed to support Lombard Odier’s structured products business: the system has coped well with the growth and diversification of our activities, a testimony to its sound design" Eric Mangin, trader at Lombard Odier
Name: Lombard Odier
Industry: Asset Management
AUM: CHF 287 billion AUM as of June 2019
ABOUT LOMBARD ODIER
Founded in Geneva in 1796, Lombard Odier Darier Hentsch & Cie is the city’s oldest firm of private bankers and one of the largest in Switzerland and Europe. With a network of 25 offices in 18 countries, the Bank offers a wide range of advisory services in wealth management, financial products and specialized areas to private and institutional clients. Lombard Odier holds the special status of “private banker”, a term that distinguishes banks in Switzerland who provide private asset management services under the ownership of one or more partners with unlimited liability for the bank’s commitments.
Lombard Odier manages discretionary mandates and advises experienced investors who wish to manage their own allocations. The Bank has developed strong capabilities in structured products to help in-house wealth managers and independent investors to expand their investment universe and build diversified portfolios.