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Lombard Odier Transatlantic Limited

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Aug. 7, 2019
    • $466.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 88
      Accounts
    • $5.3M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

5

name start date
Robert Wallace Dorey
October 1998
Nadine Corbeil
August 2017
Michael William Healy
January 2001
Yann Citte
February 2012
Frederic Beland
December 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bank Lombard Odier & Co Ltd -- --
    Lombard Odier (Singapore) Ltd. -- --
    Lombard Odier & Cie ( Gibraltar) Limited -- --
    Lombard Odier & Cie (Bahamas) Limited -- --
    Lombard Odier & Cie (Canada), Limited Partnership -- --
    Lombard Odier (Europe) S.A. Luxembourg, Belgium Branch -- --
    Lombard Odier (Europe) S.A. Uk Branch -- --
    Lombard Odier (Europe) S.A., Netherlands Branch -- --
    Lombard Odier (Europe) S.A., Sucursal En España -- --
    Lombard Odier (Hong Kong) Limited -- --
    Lombard Odier Asset Management (Europe) Limited -- --
    Lombard Odier Europe Sa (France) Branch -- --
    Lombard Odier Gestion (España), Sgiic, S.A. -- --
    Lombard Odier Securities (Canada) Inc. -- --
    Lombard Odier Trust (Bermuda) Limited -- --
    Lombard Odier Trust (Japan) Limited -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robert Wallace Dorey Director, Chief Financial Officer & Treasurer October, 1998 less than 5%
      Yann Citte Chief Executive Officer October, 2012 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets