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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,877 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementBellevueLO Patrimonia SA
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Verified· 2 sources

LO Patrimonia SA

Summary

About the company

to provide all services, advice and performances in the field of wealth engineering; it may in particular: provide advice of any kind, in particular in the legal and tax fields; execute all mandates of a tax nature, such as the preparation of tax returns, tax refund procedures; execute all mandates of an accounting nature, such as accounting, preparation of balance sheets and profit and loss accounts, financial planning; provide administrative services of any kind to legal or natural persons in Switzerland or abroad; execute contracts of mandate, such as representation mandates, escrow mandates, executor mandates, asset sequestration mandates or mandates due to incapacity; execute all mandates of philanthropic advice; exercise any fiduciary function, including that related to the creation and administration of foundations, exercise any function as a member of the board of directors or protector; exercise any fiduciary function, including that related to the creation and administration of trusts, exercise any function as a protector or trustee, within the meaning of the LEFin; provide all types of services to Lombard Odier Group companies, in particular in the areas of wealth management, taxation, administrative and accounting support, including training services in these areas; it may carry out, either on its own account or on behalf of third parties, all commercial, industrial and financial transactions directly or indirectly related to its purpose or likely to facilitate its achievement, excluding transactions falling under the Federal Act on the Acquisition of Real Estate by Foreigners; the company may create branches, participate in other companies, both in Switzerland and abroad, acquire companies with an identical or similar purpose, or merge with such companies; it may also carry out all operations and conclude all contracts likely to develop and extend its purpose, directly or indirectly related thereto.

Commercial register, canton of GE·As of July 22, 2026View on Zefix
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Industry:
External Asset Management
✓ Offered2
Wealth management
Discretionary wealth management solutions and investment advice, with a personalised approach and tailor-made solutions for private clients.
Wealth planning
Estate and succession planning, legal and tax advice, trusts and foundations to organise the transfer and structure the wealth.

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Location

Parc Messidor 3
1293 Bellevue

At a glance

Legal form
Corporation
UID
CHE-215.799.666
Founded
2014 · 12 years
Last commercial register change
July 22, 2026
Employees
21 to 50

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