JBWere describes itself as the “pre-eminent private wealth management company in Australia”.
The partnership will see Lombard Odier offer its investment tools, research and platforms to clients of the JBWere network. This will include giving clients the ability to trade internationally across a range of asset classes as well as access to FX hedging, custody and reporting.
Furthermore, high net worth clients can receive advice on areas such as wealth management, estate planning, family business and philanthropy.
In addition, Lombard Odier will offer its range of investment products, including thematic funds, convertibles, fundamentally weighted bonds, risk-weighted asset allocation portfolios as well as single-manager hedge funds.
“Lombard Odier has always taken a sustainable, long-term view when expanding into new markets,” said Vincent Duhamel, head of Asia-Pacific and Japan, Lombard Odier. “With JBWere, we have found the local insight needed for successful long-term growth of our client portfolios.”
