Company

Lombard Odier

Index

UHNW Wealth Managers

Wealth & Investing

Location

London

Advice type

Alternative investments

ESG

Investing for growth

Investment management

Portfolio management

Client Types

Charities

Families

Foundations

HNW

Philanthropists

Trusts

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

Customer Type

Adviser

Nicholas Davis

Spear’s Review

Nicholas Davis is a senior private banker and head of the UK team at Swiss banking group Lombard Odier.

In a previous role, Davis worked in the global capital markets division of Deutsche Bank, advising on bond origination in international debt capital markets, as well as associated interest rate and foreign exchange hedging strategies. He then spent 11 years at UBS in the UK advising ultra-high-net-worth families on investments across all asset classes.

At Lombard Odier he provides investment advice and banking services to individuals, entrepreneurs, families, charities and trusts. ‘We aim to preserve and grow our clients’ assets, guided by a simple philosophy: “rethink everything”,’ according to the bank.

Rank: Top Recommended

Top Recommended 2024, UHNW Wealth Managers

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