Compagnie Lombard, Odier SCA Profile
Compagnie Lombard, Odier SCA is a hedge fund sponsor based out of Geneva, Switzerland. The company operates as a subsidiary of Bank Lombard Odier & Co Ltd, which is one of the largest private banks in Europe. Compagnie Lombard, Odier SCA, through its parent company, can trace its history back to 1796 when it was established by Henri Hentsch. The company would grow both organically and through acquisitions, taking part of many important historical events such as being the one of the cofounders of the Swiss National Bank and pioneering mutual funds in Europe. The current company of Lombard Odier Darier Hentsch & Cie would be established in 2002 and would continue to participate in key advancements, including launching the world’s first virtual financial fair on its E-MERGING platform in 2013. Although the company has gone through many events and mergers throughout its history, the bank has remained a family business for seven generations and is currently run by its partners. Bank Lombard Odier & Co Ltd has grown to now operate with over 2,000 total employees running a network of 26 offices which spans all of the world’s financial centers. The company manages over 224 CHF billion and operates through three main segments including its private clients segment, asset management segment, and technology and banking services segment. Compagnie Lombard, Odier SCA is “independent and wholly owned by our Partners” and invests in a variety of sectors with a long term view. The company invests most heavily in the information technology sector, which alone makes up almost a quarter of its total asset allocations, and also invests in the health care, consumer staples, finance, consumer discretionary, energy, and industrials sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations an average of 4.78 quarters and, in the most recent quarter, had a turnover rate of approximately 25.6%.