Private Assets

Building exposure to complex investments across asset classes

 

Global private markets investment with a track record approaching two decades, providing access to leading opportunities through long-standing partnerships.

 


 

source: LOIM, as of June 2024. Past performance is not a guarantee of future results. For illustrative purposes only. 

investment process.

Our Private Assets group helps clients gain exposure to high-quality investment opportunities through primary comingled funds, secondary funds and co-investments. The team benefits from decades of experience across the full spectrum of market and transaction types. Since its 2007 inception, the platform has attracted more than 150 institutional investors, with its Private Equity range generating a double-digit net Internal Rate of Return (IRR)1
 

1 Estimated performance of LO’s Private Equity team offering (from Q4 2007 to Q4 2022) as of 31 December 2023; in Fund’s respective currency; this performance excludes strategies that are less growth-focused or those without equity exposure, such as Real Estate, Infrastructure and Private Debt; IRR is net of underlying fund fees and feeder fees but gross of Lombard Odier management fees. Past performance is not a guarantee of future results.

source: LOIM, as of June 2024. Past performance is not a guarantee of future results. For illustrative purposes only.

a range of opportunities.

We have a diverse offering spanning private asset classes and strategies globally, including Private Equity, Private Debt, Real Estate and Infrastructure. 

LOIM’s sustainable-investment platform, holistiQ Investment Partners2, aims to generate investment returns in the transition to a net-zero, nature-positive and inclusive economy. LOIM has worked with holistiQ to develop sustainable thematic strategies in unlisted markets, including Plastic Circularity and Sustainable Private Credit

 

2  holistiQ is a trading name of the Lombard Odier Investment Managers group (“LOIM”) and is not a legal partnership or other separate legal entity. Any dealings in respect of holistiQ shall be carried out solely through LOIM regulated entities and their authorised officers. Nothing in this marketing communication constitutes an invitation, offer or a recommendation to purchase or sell any financial instrument.

why us?

Distinct sourcing capabilities
Our extensive GP network enables us to engage with managers who can be inaccessible to many investors. We have long-standing, privileged relationships, helping increase our access to superior deal flow. 

Focused products and solutions 
Our commitment to high-performing themes – such as Private Equity Secondaries, European Venture Capital, and Co-investments – enables us to deliver tailored solutions that address specific investment objectives. Our portfolios are aligned with institutional investors’ time horizons, liquidity requirements and risk appetites. 

Heritage and know-how 
Christopher Tritten, a seasoned private equity professional with over 25 years of experience in the field, has led the Private Assets group since joining Lombard Odier in 2007. His senior team3 has a broad range of experience, including venture, growth equity, buyout, special situations, private credit, real estate, infrastructure and natural resources. 


3 The private assets team’s 37 members include 18 investment professionals, 3 institutional investor relations professionals and 16 staff across legal, controlling, risk and compliance. As at August 2024. 

investment team.

Christopher_round.png
Christopher Tritten
Global Head of Private Assets, CIO

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important information.

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