Brian Thomas
About Brian Thomas
Brian Thomas serves as the Senior Vice President and Deputy Head of Open Architecture at Banque Lombard Odier & Cie Sa, where he plays a crucial role in the PrivilEdge platform, focusing on a diverse range of equity styles. He has over 16 years of experience in this position and has held various roles in investment analysis and sales across multiple countries.
Work at Lombard Odier
Brian Thomas has served as Senior Vice President and Deputy Head of Open Architecture at Banque Lombard Odier & Cie Sa since 2008. In this role, he plays a significant part in the development of the PrivilEdge platform, which focuses on providing clients with top-tier funds. His responsibilities encompass a comprehensive range of equity styles, including mega caps, micro caps, growth, and value investments. Additionally, he chairs the Fund Selection Committee and leads an Investment Strategy meeting that involves external fixed income, equity, and hedge fund managers.
Previous Experience
Before joining Lombard Odier, Brian Thomas held various positions in the finance sector. He worked as a Senior Investment Analyst at BNP Paribas from 1997 to 2000. Following that, he served as Vice President of Sales at Oddo Bhf for one year in 2001. He also worked as Vice President of Research at Allianz from 2000 to 2001. Earlier in his career, he was an Investment Analyst at Maybank Kim Eng from 1992 to 1996. This diverse experience has contributed to his expertise in investment strategies and fund management.
Education and Expertise
Brian Thomas earned a Bachelor of Science degree in Marketing and Finance from the University of Oregon, where he studied from 1988 to 1991. His educational background has provided him with a solid foundation in financial principles and marketing strategies, which he applies in his current role. His extensive experience in various investment roles further enhances his expertise in fund selection and investment analysis.
Key Responsibilities and Initiatives
In his current position, Brian Thomas is actively involved in negotiating partnerships with prominent managers in the United States and Europe. These partnerships aim to create 'white label' products for distribution across Europe under the PrivilEdge label. He regularly conducts on-site visits with portfolio managers to gain insights into their operations, which informs his decision-making in fund selection and investment strategy.