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your private bank in Spain.

your private bank in Spain.

Blending global expertise with a personal, locally-grounded approach – we help you preserve, grow, and transfer your wealth in line with your long-term ambitions.

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our mission
our mission·our approach·our clients·investment expertise ·wealth planning·relocate to Spain·contact

our mission – to help you preserve, grow, and pass on your wealth with confidence.

Our private bankers bring deep expertise in investment, wealth management, and planning to help you achieve your life goals.

Established in Madrid in 2007, our multilingual team delivers tailored investment solutions for both international and domestic clients. Working closely with experts across more than 25 offices worldwide, we combine in-depth local knowledge with a truly global perspective.

 

+25

offices
worldwide

+200

investment
specialists 

10

booking
centres

a personalised approach to managing your wealth.

We believe your wealth deserves a highly individual approach, shaped by your ambitions, your values, and your long-term objectives. For over 230 years, Lombard Odier has supported private clients across generations, helping families preserve and grow their wealth through changing economic environments and every stage of life.

Whether you are resident or non-resident in Spain, we help you navigate the country’s legal, tax, and regulatory environment with confidence. If you are relocating to Spain, managing assets across jurisdictions, or exploring the country’s attractive investment opportunities, our tailored approach ensures every recommendation we make supports your broader personal, family, and financial goals.

Lombard Odier was named “Best Boutique Private Bank in Spain” at the Euromoney and Citywire Awards. Our Group has also won numerous other awards for our private banking and wealth planning expertise across Europe and Asia. 

a dedicated private banker by your side.

At the heart of our approach is a trusted, long-term relationship. Your dedicated private banker takes the time to understand your personal, professional, and family circumstances in detail.

Acting as your primary point of contact, your banker coordinates a team of specialists and works closely with your external advisors where appropriate. This integrated approach brings coherence to your wealth strategy and allows you to take decisions with the confidence that they will stand the test of time.

We offer our clients flexible discretionary and advisory portfolio management, backed by industry-leading wealth technology, individual wealth planning, and asset booking in up to 10 centres worldwide.

offering our clients long-term support: from one generation to another.

We have twenty years’ experience serving Spanish resident and non-resident clients, including wealthy families, entrepreneurs, business owners, top executives, and independent professionals. 

Entrepreneurial families face the challenge of maintaining harmony while safeguarding their wealth: we help them balance these two essential priorities. Governance, structuring, preparing the next generation, and succession: our approach protects the business while aiming to preserve and strengthen family ties.

Whether you are looking to build, preserve, or grow your wealth, we support you at every stage of your financial journey. Combining cross-border expertise with a global and multidisciplinary approach, we help you structure your assets and navigate complexity, developing tailored solutions aligned with your personal, professional, and long-term objectives.

We support you throughout your adventure as an expatriate, whether you are already resident in Spain or are considering a relocation. From the earliest planning phases, we help you gain clarity, structure your wealth, and connect with the right partners to ensure that every aspect of your transition or ongoing wealth management is managed with confidence and care.

investment expertise focused on your long-term goals.

Our investment philosophy is grounded in discipline, conviction, and a long-term perspective. We focus on preserving and growing your wealth while actively managing risk across market cycles.

You benefit from:
 

1

Access to a global network of more than 200 investment professionals

2

High-quality research with a long-term macroeconomic perspective

3

Expertise across a wide range of asset classes, including equities, fixed income, private equity, hedge funds, and structured solutions

4

Portfolios aligned with Spanish tax, legal, and regulatory frameworks

5

Flexible discretionary and advisory portfolio management

6

Sustainable investment framework

Spain also offers specific advantages for investors. The fund switching or “Traspasos” regime, for instance, allows capital gains arising within investment funds to be deferred, which can be particularly relevant for long-term portfolio management strategies.

wealth planning and structuring tailored to you.

Effective wealth management extends beyond investments. In an increasingly international and complex environment, careful structuring and forward planning are essential to protect and transmit your wealth successfully to your chosen beneficiaries.

Our Madrid-based specialists support you with:

 

Succession and estate planning
Cross-border wealth structuring
Relocation and domicile considerations
Family governance and long-term planning

 

We help plan and structure your wealth to suit your individual needs and preferences. This includes supporting families with succession planning and the long-term preservation of family wealth across generations, while taking into account relevant Spanish tax considerations, including the Traspasos regime.

supporting family wealth and long-term legacy.

Managing wealth across generations requires structure, governance, and a shared vision. We support families in addressing these challenges, helping them organise and transmit wealth while preserving family cohesion over time. Beyond financial structuring, we provide access to a broader ecosystem of trusted partners, including legal and tax advisors, real estate specialists, and education consultants. 

Many families want to use their wealth to create a positive, lasting impact. We help you define and implement a philanthropic strategy that reflects your values and ambitions, ensuring structure, efficiency, and longevity.

relocating to Spain – key considerations.

Spain is one of Europe’s most attractive destinations for internationally mobile families. Its political stability, strong infrastructure, international connectivity, and exceptional quality of life continue to drive sustained interest from high-net-worth individuals seeking long-term residence.
Targeted measures have been introduced to attract international talent, notably the special expatriate tax regime known as the “Beckham Law”, which offers meaningful advantages and enhances the country’s appeal. However, Spain should not be viewed as a homogeneous proposition. Regional differences can be significant and require careful consideration, making the choice of location integral to both lifestyle and wealth planning.

download our guide:
moving to Spain with confidence

download

advanced technology for your wealth.

To complement our wealth management expertise, we offer advanced digital tools designed to give you full visibility over your wealth. Through our secure platform, My LO, you can:

 

Access and analyse your portfolio at any time
View detailed performance and risk metrics
Consult market insights and proprietary research
Communicate securely with your private banker
Retrieve all banking documents in one place

 

This combination of human expertise and technology ensures clarity, control, and efficiency.

 

a global private bank with strong foundations.

As an independently owned private bank, Lombard Odier has offered stability, continuity, and strong alignment of interests with our clients since 1796. Our Managing Partners own and manage the business and look after some of our key client relationships, ensuring a long-term perspective and a consistent focus on client needs.

We are also proud to be the first global wealth and asset manager to achieve B Corp® certification, reflecting our commitment to high environmental, social, and governance standards.

questions you might want to consider.

Our private banking services in Spain offer tailored wealth management solutions, access to global investment expertise, and a strong understanding of local tax and regulatory frameworks, helping you manage your wealth effectively over the long term.

Yes, we advise both Spanish residents and non residents, providing cross border expertise and helping you structure and manage your wealth across jurisdictions.

You can reach us via the form at the bottom of this page or consult our offices page.

Your investment strategy is based on your objectives, risk profile, and time horizon – we combine global research capabilities with local market expertise.

Lombard Odier is honoured to receive regular industry recognition for its expertise. The Bank was named the world’s best private bank for succession planning at the Euromoney Awards 2026 and has been recognised as the best boutique private bank in several countries. Please visit this page to view a selection of the awards received.

insights.

Private banking in Spain: raising the bar in a changing wealth landscape
In the newsspain
In the newsspainwealth management

Private banking in Spain: raising the bar in a changing wealth landscape

From inheritance to stewardship: how the next generation is redefining wealth management
In the newsspain
In the newsspain

From inheritance to stewardship: how the next generation is redefining wealth management

Lombard Odier – two centuries of personalised wealth management, and a strengthened growth dynamic in Spain
In the newsour Managing Partners
In the newsour Managing Partnersentrepreneursspain

Lombard Odier – two centuries of personalised wealth management, and a strengthened growth dynamic in Spain

Lombard Odier named “Best Boutique Private Bank” at the Citywire Spain Awards 2025
awardsspain
awardsspainwealth management

Lombard Odier named “Best Boutique Private Bank” at the Citywire Spain Awards 2025

Growth, succession, and tailor-made services: Iván Basa explores our unique positioning in Spain
In the newswealth management
In the newswealth managementspain

Growth, succession, and tailor-made services: Iván Basa explores our unique positioning in Spain

Lombard Odier named world’s best private bank in two categories at the 2025 Euromoney Awards
awardsuk
awardsukmiddle-eastspain

Lombard Odier named world’s best private bank in two categories at the 2025 Euromoney Awards

why us.

+200

investment professionals 

+25

offices

+220

years

At a time when many are opting for standardised offerings within private banking, we believe in personal relationships and bespoke investment solutions, powered by cutting-edge technology.

At Lombard Odier, we support the transformation to a fair and sustainable world. We are proud to have been the first global wealth and asset manager to be awarded B Corp certification.
la maison.

get in touch.

Are you interested in our private banking services and wish to talk to one of our experts? Fill out the form below and one of our investment specialists will contact you.

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