Index

Wealth Managers

Location

Lausanne

Advice type

Portfolio management

Relationship management

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Benoit Lombard

Portfolios are being increasingly polarised between passive and active management, but Benoît Lombard strongly believes in active management ‘rooted in the real economy with a long-term view’.

‘This also answers our clients’ needs for impactful investments. They now want to play an active role in shaping the future through their investments,’ he says.

He is proud of Edmond de Rothschild’s ‘strong entrepreneurial culture’. The capital held today is in excess of CHF650 million (£540 million), and Lombard’s book has been increasing by 10-15 per cent annually.

‘Our strength is our DNA: we always see our clients as partners,’ Lombard says.

Rank: Top Ten

Top Ten 2021, Wealth Managers - Switzerland

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