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Digital Subscriptions > Portfolio Adviser > July 2017 > PRESERVATION SOCIETY


Wealth management’s own Phileas Fogg, Lombard Odier’s Stéphane Monier has had a well-travelled career and is now introducing a bolder risk factor to the company’s traditionally wealth preservationfocused private bank
Wealth manager profile Stéphane Monier, Lombard Odier Private Bank

A Frenchman, who grew up in Africa and honed his expertise in the US and the Middle East, Stéphane Monier is every bit the distinguished, worldly traveller you would expect Lombard Odier to choose to front its global private banking offering. The bank has existed in one form or another since 1796.

Monier originally joined Lombard Odier Investment Managers in 2009 as head of fixed income and currencies, before he piqued the interest of the European arm of its private bank a few years later with his work on market capitalisation benchmarks. He took on his current role as global head of investments in September 2015.

His investment philosophy had been brewing for some time. It was his first professional role as a fixed-income portfolio manager at JP Morgan Investment Management that Monier attributes as giving him 80% of the skills he uses today. Also beneficial was his subsequent eight years as head of fixed income and currency at the Abu Dhabi Investment Authority (ADIA), before he fully developed his ideas at Lombard Odier.

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About Portfolio Adviser

Portfolio Adviser is the leading monthly publication for investment specialists, DFMs and wealth managers who represent high-net-worth clients based in the UK and the Channel Islands. It is the financial service industry’s guide to the latest trends in fund selection, portfolio construction and asset allocation.
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