Bank Lombard Odier & Co Ltd
$60.6M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$46.6M
$60.6M
2024
2025
Same-firm comparison: 2 firms that reported Bank Lombard Odier & Co Ltd in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Allard Partners Limited | $59.6M | $416M | 14.3% | 03/30/2026 |
| Pinvest Llc | $1.0M | $377M | 0.3% | 01/30/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.