UnionBank Partners with Lombard Odier to Develop Family and Wealth Planning Services
Last March 28, 2017, the partnership between UnionBank and Lombard Odier was launched via a private event called “An Enduring Legacy” at the Shangri-La at The Fort, B.G.C. Lombard Odier is one of the largest private banks in Switzerland and Europe with over 220 billion dollars in assets under management. Beyond that however, they are UnionBank’s chosen partners because of a shared philosophy of a customer-centric approach to financial services.
The partnership with Lombard Odier aims to bring customized global solutions to the wealth management needs in the country. In particular, UnionBank recognizes the unique challenges of effectively passing-on both wealth and shared values from one generation to the next and the dearth of proven solutions to these problems. Together with Lombard Odier, UnionBank aims to provide answers that integrates all the values of a trusted, resilient local bank with the expertise of a global Private Bank that has flourished for over 200 years.
UnionBank challenges conventions once more to bring global investment expertise to meet the unserved needs of its clients in order to ensure that, not just their hard-earned wealth, but also their legacies will endure.