Lombard Odier Darier Hentsch Asset Management Limited (London)

Lombard Odier Darier Hentsch Asset Management Limited is a large advisory firm based in London. It manages $4.35 billion of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Nebraska, New Hampshire, Texas, and Vermont.

Lombard Odier Darier Hentsch Asset 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 Darier Hentsch Asset Management Limited: assets under management

The assets under management (AUM) of Lombard Odier Darier Hentsch Asset Management Limited is $4.35 billion. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.17 billion in discretionary accounts and $176.68 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $88.34 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lombard Odier Darier Hentsch Asset Management Limited for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lombard Odier Darier Hentsch Asset Management Limited

Patrick Odier has been acting as President since 1 Apr 2001. 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	Corporate secretary	1 May 1980	Other	4346926
Andrew Roberts	Chief financial officer	1 Jul 1985	Other	4347228
Lodh Holdings (Uk) Limited	Direct stockholder	1 Jan 1986	75% - 100%	n/a
Christopher David Taylor	Director of compliance	1 Jun 2000	Other	4346919
Patrick Odier	Chairman	1 Apr 2001	Other	4346907
Lindsay James Hawthorn Johnston	Chief operating officer/director	1 Apr 2001	Other	4404579
Antony Gwilym John	Director head of institutional business & client services.	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 15 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
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 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
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 Darier Hentsch Asset 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.