Lombard Odier International Portfolio Management Limited (London)

Lombard Odier International Portfolio Management Limited is a large advisory firm based in London. It manages $4.52 billion of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Nebraska, New Hampshire, Texas, and Vermont.

Lombard Odier International Portfolio Management Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lombard Odier International Portfolio Management Limited: assets under management

The assets under management (AUM) of Lombard Odier International Portfolio Management Limited is $4.52 billion. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.24 billion in discretionary accounts and $283.56 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $69.43 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $141.78 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lombard Odier International Portfolio Management Limited for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lombard Odier International Portfolio Management Limited

Jonathan Malcolm Hoffman has been acting as President since 1 Oct 1999. Paul Cavalier joined the executive team most recently as the Head Of Fixed Income.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jean Claude Ramel	Director	1 May 1980	Other	4346926
Andrew Roberts	Chief financial officer	1 Jul 1985	Other	4347228
Lombard Odier Holdings Uk Limited	Direct stockholder	1 Jan 1986	75% - 100%	n/a
Lodh Holdings (Uk) Limited	Direct stockholder	1 Jan 1986	75% - 100%	n/a
Philippe Alaine Sarasin	Chairman	1 Jan 1989	Other	4346906
Paul Grice	Director/senior investment manager	1 Dec 1994	Other	4347226
Ashley Charles Reid	Director/senior investment manager	1 Mar 1995	Other	4346945
Patrick Odier	Vice-chairman	1 Jan 1996	Other	4346907
Neil Andrew Worsley	Director/senior investment manager	1 Jun 1996	Other	4347246
Paul Cavalier	Director/senior investment manager	1 Jun 1996	Other	4347241
Andrew Neil Worsley	Director/senior investment manager	1 Jun 1996	Other	4347246
Ronald Armist	Managing director/snr investment manager	1 Mar 1998	Other	4346909
Jonathan Malcolm Hoffman	Director/senior investment manager	1 Oct 1999	Other	2972857
Christopher David Taylor	Director of compliance	1 Jun 2000	Other	4346919
Patrick Odier	Chairman	1 Apr 2001	Other	4346907
David Paul Boardman	Group head of fixed income/director	1 Apr 2001	Other	4404584
Lindsay James Hawthorn Johnston	Chief operating officer/director	1 Apr 2001	Other	4404579
Antony Gwilym John	Director head of marketing and distribution, northern and western europe	1 Jan 2002	Other	4515484
Fabrizio Pierallini	Chief investment officer,international equities	1 Apr 2002	Other	2606055
Jean Keller	Managing director	1 Sep 2002	Other	4358078
Paul Cavalier	Head of fixed income	1 Oct 2002	Other	4347241

Indirect Owners

The SEC currently registers 19 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lombard Odier & Cie	Indirect stockholder	1 Oct 1978	75% - 100%	n/a
Lombard Odier Darier Hentsch & Cie	Indirect stockholder	1 Oct 1978	75% - 100%	n/a
Thierry Michel Lombard	Senior managing partner	1 Jan 1982	Other	4346934
Jean Albert Bonna	Managing partner	1 Jan 1983	Other	4346938
Patrick Odier	Managing partner	1 Jan 1986	Other	4346907
Richard Von Tscharner	Managing partner	1 Jan 1989	Other	4346931
Philippe Alaine Sarasin	Managing partner	1 Jan 1991	Other	4346906
Philippe Alain Sarasin	Managing partner	1 Jan 1991	Other	4346906
Jean Pastre	Managing partner	1 Sep 1995	Other	4347222
Bernard Marcel Droux	Managing partner	1 Jan 2001	Other	1344766
Anne Marie De Weck	Managing partner	1 Jan 2002	Other	4514574
Pierre Edouard Henri Darier	Senior mangaging partner	1 Jul 2002	Other	4565309
Bertrand Gregoire Jacques Darier	Managing partner	1 Jul 2002	Other	4565310
Eric Gordon Demole	Managing partner	1 Jul 2002	Other	4565312
Barthelemy Laurent Rene Helg	Managing partner	1 Jul 2002	Other	4565314
Jacques Rossier	Managing partner	1 Jul 2002	Other	4565316
Thierry Paul Kern	Managing partner	1 Jul 2002	Other	4565318
Lombard Odier Darier Hentsch & Cie	Indirect stockholder	1 Sep 2002	75% - 100%	foreign entity
Lodh Holding S.A	Indirect stockholder	1 Sep 2002	75% - 100%	foriegn entity

Based in London

The principal office where Lombard Odier International Portfolio Management Limited performs its advisory services is located at 3 Waterhouse Square, London, Ec1 N 2 Nt, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011-44-207-832-2000 or by fax 011-44-207-832-2571. The normal business hours are 9.00-5.30 on Monday - Friday.