Ludovic Regard, Fmo, Awm
About Ludovic Regard, Fmo, Awm
Ludovic Regard serves as the Head of Global Assets+ Digital Solutions and Wealth Reporting & Monitoring for Complex Wealth Management at Lombard Odier Group, where he has worked since 2018. He specializes in providing tailored solutions for managing complex wealth and has a strong background in financial market operations and wealth management certifications.
Current Role at Lombard Odier
Ludovic Regard serves as the Head of Global Assets+ Digital Solutions and Wealth Reporting & Monitoring for Complex Wealth Management at Lombard Odier Group. He has held this position since 2018, contributing to the development of digital solutions that enhance client interactions with their consolidated wealth. His focus includes both bankable and non-bankable assets, ensuring that clients receive comprehensive insights into their financial portfolios.
Previous Experience at Lombard Odier Group
Before his current role, Ludovic Regard worked at Lombard Odier Group as Chargé de comptes within the Global Assets+ division from 2014 to 2018. During this four-year tenure in Genève, Suisse, he gained valuable experience in wealth management, focusing on providing tailored solutions that meet the specific needs of clients.
Education and Certifications
Ludovic Regard has pursued extensive education in wealth management and finance. He studied at the Swiss Financial Analysts Association (SFAA), earning the Swiss Federal Diploma of Higher Studies of Associate Wealth Manager from 2018 to 2019 and the Swiss Federal Advanced Diploma of Higher Studies of Expert in Financial Market Operations (FMO®) from 2015 to 2017. Additionally, he obtained the Associate Wealth Manager AWM® Certification from the Association of International Wealth Management during the same period. He also completed the Investment Foundations® Certificate from the CFA® Institute from 2019 to 2020.
Specialization in Wealth Management
Ludovic Regard specializes in providing intuitive solutions for managing complex wealth, particularly in the realm of private investments. His expertise allows him to empower clients by offering customized strategies that align with their unique financial goals. He has played a significant role in delivering advanced consolidated financial reporting and monitoring views at Lombard Odier.