José Couret will remain at the service of clients as Senior Banker and Advisor to the banking group.
Iván Basa, Senior Vice President of Lombard Odier’s Madrid office, will become Local Managing Director of the company’s Spanish franchise as of October 1, 2022. He succeeds José Couret, who will remain active within the Group as Senior Banker and Advisor. This appointment underlines Lombard Odier’s strong commitment to continuity and growth in the Spanish market.
Iván Basa joined Lombard Odier in 2018 as Senior Banker and has 17 years of experience serving high net worth clients at major institutions such as Credit Suisse and Barclays Wealth and Investment Management. A law graduate and holder of a master’s degree in business administration from ICADE, Iván has extensive experience in the management of high-value assets and investment banking activities for private clients.
With this internal appointment, the Group guarantees a smooth transition and underlines its desire to perpetuate its unique values and customer-focused approach. Iván will report to Stephen Kamp, Head of Southern Europe & Latin America for Private Clients, and Stephane Herrmann, CEO of Lombard Odier (Europe) SA (“LOESA”).
José Couret joined Lombard Odier in 2008, when the Bank’s Spanish office opened. Throughout his career, he has established himself as a respected leader within the private wealth management industry in Spain. He has more than 40 years of experience in the financial sector and has held important positions in well-known entities in the world of investment and private management, including Société Générale and BNP Wealth Management. As Senior Banker, he will continue to nurture the close relationships built over the years with clients, while also being active as Group Advisor in a new role.
The Madrid team maintains a solid structure and recently appointed two experienced bankers with a recognized history in the sector: Silvia García-Castaño, as Investment Director, and Enrique Sanz, as Head of Tax and Wealth Advisory Services.
José Couret, Senior Banker and Advisor to Lombard Odier in Spain, said: “After exceptional years serving clients and leading the Madrid office, it is time for me to hand over to a wonderful colleague with a brilliant professional. I am convinced that the Bank will maintain comparable growth in Spain, a country with tremendous potential in the private banking sector. As a Senior Banker, I look forward to continuing my work with my clients while expanding my role to advise Lombard Odier Group in Spain. »
Iván Basa, Local Managing Director of Lombard Odier in Spain, added: “It is an honor for me to be appointed Local Managing Director following Lombard Odier’s period of successful expansion in Spain under the leadership of José Couret. I am delighted to take on the leadership of the local office with the support of a great team of professionals to maintain close relationships with our clients and provide investment and advisory services. »
Stephen Kamp, Region Head Southern Europe and Latin America said: “Iván Basa, who becomes Local Managing Director in Madrid, has worked closely with José for five years. We are therefore ensuring the continuity of our offer for our customers in a key market. We look forward to working with José in his role as Principal Banker and Advisor, who will continue to add value through his strong client relationships and knowledge of our
Groupe. »
Stephane Herrmann, CEO of Lombard Odier Europe SA added: “Lombard Odier is considered one of the leading private banking institutions in Spain and in the world. We would like to thank José Couret for his leadership over the past 14 years and for his success in growing our franchise in Spain. »
