Total client assets (CHF)
who we are.
At Lombardsfinance, our mission is to be the private bankers of reference for entrepreneurs and their families. Not just today, but for the long-term. Generation after generation. We aspire to be an innovative bank of choice for private and institutional clients seeking a tailored, sustainable approach to wealth and asset management. By creating sustainable value for our clients through innovative investment solutions, our vision is to become the leading independent firm for sustainable investing.
Founded in 1796, we have grown stronger through 40 financial crises, not by standing still and waiting for them to pass, but re-evaluating. We constantly rethink the world around us to provide a different investment perspective for our clients.
Our group is solid and strongly capitalised, with a highly liquid balance sheet that is conservatively invested. Our capital ratio is more than double the level required by our regulators and we do not rely on external sources of debt. Today, we look after CHF 327 billion of total client assets (as of 30 December 2024).
327bn
1.6bn
Total equity (CHF)
14.0bn
Total balance sheet (CHF)
32%
Common Equity Tier 1 ratio (CET1)
AA-
Group Fitch rating
327%
Liquidity coverage ratio
1.3bn
Consolidated operating income (CHF)
179mn
Consolidated net profit (CHF)
our wealth and asset management expertise.
Our mission is to build strong long lasting client partnerships based on expertise, trust and care. We are not generalists: we do a few things very well. Everything is underpinned by our ‘rethink everything®’ approach. At a time when many are opting for industrialised and standardised offerings within private banking, we believe in personal relationships. We are wealth and asset management specialists, bespoke solution providers: advisors not sellers.
Innovation is one of our core values and it’s all about creativity and boldness. As entrepreneurs, we are bold in our vision and daring in the ideas we generate to achieve it. We believe in human relationships, powered by cutting-edge technology, and that state of the art technology is at the heart of successful banking solutions. For a quarter of a century, we have invested in our technology platform, and now operate a single, global infrastructure, which gives our clients a secure and powerful tool for financial management.
As a privately owned bank, we’re free from market pressures and external public shareholders looking for ever-improving quarterly results. Instead, we are solely dedicated to clients: their interests are our own, and we can focus on serving them for the long term.
MANAGING PARTNERS
From left to right : Xavier Bonna · Denis Pittet · Hubert Keller · Alexandre Meyer · Jean-Pascal Porcherot · Frédéric Rochat
PARTNERS
Carl Verbrugge · Bart van Leemput · Gérard Felley · Didier Rabattu · Patrick Dequae · Vincent Magnenat · Fabio Mancone · Laurent Pellet · Stéphane Pedraja · Nabil Sader · Nicolas Chatillon · Geoffroy De Ridder · Serge Fehr · Stephen Kamp · Duncan MacIntyre · Nadine Mottu · Nathalie Rossiensky · Arnaud Saint-Sauveur · Michael Strobaek · Christopher Tritten · Bettina Ducat · Ali Janoudi
ownership.
Lombardsfinance is an independent firm, organised as a partnership. Our Group is wholly owned by its Managing Partners. They are not just part owners; they manage our business and are directly involved in looking after clients.
With decades of experience at the Bank, they represent stability and continuity. They also ensure Lombardsfinance continues to live by the core values on which it was founded: Excellence, Innovation, Respect, Integrity and One Team.
Our partnership model allows us to plot a steady, considered course. Transitions in the partnership take place over decades. We are inherently prudent. We never chase the fad of the moment and in a turbulent ever-changing world, we offer stability.
our commitment to sustainability.
