Lombard Odier | Swiss Private Bank Since 1796

Are we about to enter a rare earths super-cycle? Rare earth elements – such as scandium and neodymium – are key ‘transition materials’, needed for the electric turbines, motors and batteries that are underpinning the transition from fossil fuels to renewably generated energy. Though rare earths are not rare, they are hard to extract, and today’s market is dominated by China, which mines 70% of the global supply and processes 90%. With demand set to double to 240,000 tonnes annually by 2030, this is creating a supply threat – recent export restrictions from China prompted price hikes and industry disruption. As governments push to secure rare earths supply chains, investors will discover opportunities in expanded mining and processing facilities; innovations in cleaner, more efficient recycling; and even in new technologies that sidestep the need for rare earths altogether. Watch our video in collaboration with the @Financial Times and read more here: http://spkl.io/6043AzJ1f #rareearth #innovations #rethinkeverything #lombardodier

How can UK entrepreneurs be best supported in a time of economic and political uncertainty? Lombard Odier is stepping up its focus on UK entrepreneurs as part of a broader plan to grow its domestic business and support the next generation of wealth creators. Despite today’s uncertainties, we see long-term potential for growth in the UK’s entrepreneurial landscape. Under UK Chief Executive Officer @Mark Goddard, we aim to engage business owners earlier in their journey – before exit or IPO – offering tailored support across succession, ownership, and post-liquidity planning. We believe entrepreneurs need more than investment advice – they seek connection, guidance, and purpose. Discover how Lombard Odier is positioning itself to meet that demand: http://spkl.io/6045AKdOJ #uk #entrepreneurs #wealthplanning #lombardodier

Swiss tax reforms in 2025: what to expect From income tax cuts in Geneva and Vaud to upcoming debates on rental value rules and federal proposals around lump-sum retirement withdrawals, 2025 is shaping up to be a pivotal year for Swiss taxpayers. Some changes have already taken effect, while others await the outcomes of referendums and parliamentary debates. What’s clear, though, is that Switzerland’s tax landscape is evolving rapidly. Discover how we help families and entrepreneurs prepare for change with tailored advice and forward-looking strategies: http://spkl.io/6046AJ3Ly #tax #switzerland #entrepreneurs #lombardodier

Quelle est la véritable empreinte écologique de votre glace ? La production alimentaire est responsable d’un quart des émissions mondiales de gaz à effet de serre. Bien que la production de glaces n'en représente qu'une infime partie, sa dépendance au secteur laitier en accroît fortement l'empreinte environnementale, notamment en ce qui concerne les émissions de méthane. Le géant italien du gelato, Sammontana, est en train de changer la donne. Leader dans la réduction des émissions liées à l’énergie et aux matières premières alimentaires, l’entreprise diminue ses déchets et adopte des modèles économiques circulaires. Sammontana affiche déjà un taux de valorisation des déchets de 98 %, son gelato végétal Amando réduit les émissions de CO₂e de 32 %, et s'engage à n'utiliser que de l'énergie 100% renouvelable d’ici 2027. Cette approche holistique de la durabilité couvre chaque maillon de la chaîne de valeur – de la ferme au congélateur – et constitue un véritable modèle pour l’ensemble du secteur alimentaire. Leur objectif : produire une glace dont chaque portion contribue à une économie plus fraîche et plus propre. Découvrez la « révolution silencieuse » de Sammontana : http://spkl.io/6041Ay6e1 #food #sustainability #rethinksustainability #lombardodier

How are geopolitics, tariffs, and central bank policy shaping investor strategy in today’s world? @Nannette Hechler-Fayd'herbe, CIO EMEA at Lombard Odier, joins @Yousef Gamal El-Din on his podcast "You’re in Business" to discuss how Europe is positioning itself, the ripple effects of US trade policy, and the shifting dynamics of global asset allocation. A former Bloomberg anchor, Yousef conducts thoughtful and informed conversations with leaders at the forefront of finance and policy. Don’t miss this insightful exchange: http://spkl.io/6046AHyky

How can investors harness the ‘real economy’ with private assets? Speaking at a recent conference highlighting the strategic role private assets can play in portfolio allocation, Thierry Célestin, Head of Private Assets Client Services at Lombard Odier, told delegates that private assets offer diversification and resilience in times of heightened economic volatility. With more than 85% of the economy consisting of unlisted assets, the sector gives privileged access to the real economy and new growth areas such as AI and the clean energy transition. Though private assets performance has been more challenging in recent years, the bigger picture is that private assets have a strong record of enhancing portfolio returns over the long term, Thierry Célestin explained. Discover more about an essential asset class for investors: http://spkl.io/6042AHJ1r #privateassets #rethinkeverything #lombardodier

We recently hosted our annual Investment Day conference in Geneva – a moment to reflect on the evolving macroeconomic landscape and reaffirm our commitment to delivering excellence in investment management. @Hubert Keller, Senior Managing Partner, opened the day with a powerful message, reminding us of our responsibility as a high-end investment firm: to deliver top-quality service and a differentiated offering tailored to each client. He reaffirmed that sustainability remains a core investment conviction – not just a principle, but a strategic advantage in today’s competitive environment. Building on this, Frédéric Rochat, Managing Partner, highlighted that investment is at the heart of everything we do. He celebrated the exceptional talent across Lombard Odier, showcasing the strength and depth of our investment platform and the dedication of our colleagues. This positioning was brought to life by @Michael Strobaek, Partner and Global CIO, and @Samy Chaar, PhD, Chief Economist and CIO Switzerland, who explored how our strategic insights translate into investment perspectives. They discussed how 2025 marks a shift from high growth to a self-imposed slowdown – not a recession – driven more by business uncertainty than geopolitics. In this context, staying true to our House View is essential. Our performance continues to be shaped by our diverse and dedicated team, delivering bespoke portfolio management that combines global expertise with local relevance. At Lombard Odier, we remain committed to helping our clients navigate complexity with clarity – through forward-looking, customised investment solutions grounded in deep insight and long-term conviction. #investment #rethinkeverything #lombardodier

What does it take to build a truly resilient economy? For @Marc Palahí, our Chief Nature Officer, it begins with rethinking the role of nature in finance. In a column for @Le Temps, he explains why nature must be seen not just as a resource, but as essential infrastructure for our economic system. Chief Nature Officers can help align capital flows with planetary boundaries and accelerate the transition towards nature-based solutions. Read the full column: http://spkl.io/6047A6t8V #nature #sustainability #rethinksustainability #rethinkeverything #lombardodier

In an increasingly fragmented world, resilient infrastructure is emerging as a strategic priority. At Lombard Odier, our Rethink Infrastructure theme explores how investment in energy, communications and transport networks is reshaping global value chains. We believe this new capex cycle, broadly distributed across regions, offers long-term opportunities for discerning investors. Discover how we rethink infrastructure in a complex global environment: http://spkl.io/6049fhXIX #investment #rethinkinvestment #rethinkeverything #lombardodier

Today is World Oceans Day. With the theme Catalysing Action for Our Ocean & Climate, we’re spotlighting the critical role oceans play in sustaining life and the global economy. We believe a healthy ocean is essential to a healthy planet. From investing in plastic circularity to protecting blue carbon sinks and rewilding seagrass meadows, we’re proud to support solutions driving a more resilient and regenerative blue economy. Read more here: http://spkl.io/6045f7G7P #worldoceansday #oceans #sustainability #rethinksustainability #lombardodier

The world is changing, is your investment strategy keeping pace? From shifting demographics and AI breakthroughs to the race toward net zero, today's transformations are reshaping economies at their core. At Lombard Odier, we believe these shifts demand a fresh perspective on where and how to invest. Our 2025 Rethink Investments framework focusses on six themes we consider pivotal to the future: longevity, the next generation, technology, net zero, nature, and infrastructure. These are not fleeting trends, they are structural forces shaping the value of tomorrow. Explore the full report: http://spkl.io/6045f7IYP #investment #rethinkinvestment #rethinkeverything #lombardodier

How should families prepare to pass wealth or businesses to the next generation? Discussions about intergenerational wealth transfer can often highlight family divisions. Without careful handling, they risk creating deeper fractures that can be hard to repair. But there are proven techniques that can smooth the path, helping to ensure legacies endure from generation to generation. Discover advice from renowned expert @Marie-Christine von Pezold, Independent Family Governance consultant with Lombard Odier, Senior Advisor IMD Global Family Business Center: http://spkl.io/6045Azu4J #nextgen #wealthplanning #successionplanning #lombardodier

What are Lombard Odier leaders reading this summer? For the second edition of our "LO Summer Reads" series, we are delighted to feature @Nannette Hechler-Fayd'herbe, CIO EMEA at Lombard Odier. This summer, Nannette has chosen two inspiring titles that have shaped her thinking on leadership and management. The first, "The Future of Management" by Gary Hamel, highlights real-world examples of alternative management models rooted in strong leadership convictions. “I found it incredibly inspiring,” she notes. Her second recommendation, "The Making of a Manager" by Julie Zhuo, offers clear, practical advice and relatable examples for managers at all levels, a valuable read whether you're starting out or looking to refine your approach. These two books offer complementary perspectives on how leadership can evolve in today’s dynamic world. #reading #summer #rethinkeverything #lombardodier

What do recent tax relief cuts mean for entrepreneurs in the UK? The UK’s capping of longstanding Business Property Relief and Agricultural Property Relief rates leaves many entrepreneurs and farmers – who might previously have expected to pass on their business to their heirs free of inheritance tax – facing the prospect of leaving behind potentially crippling tax bills. In response, some entrepreneurs are considering an early business sale – others are planning to gift their business to heirs during their lifetime. An increase in lifetime gifting makes family governance and succession planning all the more important – to give businesses the best chance of long-term success and ensure sufficient distribution for founders after their exit. Discover more: http://spkl.io/6044AJey2 #tax #entrepreneurs #wealthplanning #lombardodier

As we celebrate Swiss National Day 2025, we extend our warmest wishes to our clients and partners in Switzerland and around the world. At Lombard Odier, this is a moment for reflection, not only on our heritage, but on the core values that continue to guide us. Despite today’s economic uncertainties and geopolitical volatility, we remain deeply committed to shaping a future grounded in stability and long-term thinking. We are convinced that investing with purpose is essential for building resilient, forward-looking portfolios for our clients. As we look ahead, we do so with the conviction that, together, we can build a prosperity that endures for generations to come. #switzerland #swissnationalday #rethinkeverything #lombardodier

How green is your ice cream? Food production is responsible for one quarter of global greenhouse gas emissions. Though ice cream is just a tiny part of that, its reliance on the dairy sector means it has an outsized impact, especially when it comes to methane emissions. Italian gelato giant Sammontana is changing that, leading the industry in cutting emissions from energy and food inputs, slashing waste, and shifting to circular business models – already the company has achieved 98% waste recovery; their vegan Amando gelato cuts CO₂2e emission by 32%; and they are set to use only 100% renewable energy by 2027. Their holistic approach to sustainability touches every layer of the value chain – from farm to freezer – creating a blueprint for the wider food industry, as they aim to produce ice cream where every scoop contributes to a cooler, cleaner economy. Discover more about Sammontana’s ‘quiet revolution’: http://spkl.io/6042Ay6eG #food #sustainability #rethinksustainability #lombardodier

Which books are inspiring Lombard Odier’s leaders this summer? In the second instalment of LO Summer Reads, Frédéric Rochat, Managing Partner at Lombard Odier, shares a thought-provoking book that’s given him pause this season: What Went Wrong with Capitalism by Ruchir Sharma. This compelling analysis explores how excessive government intervention has contributed to slower growth, widening inequality, and eroding trust. “Sharma offers a clear, data-driven perspective on the global economy’s structural challenges,” says Frédéric. “It’s a timely reminder that true resilience depends on strong governance, innovation, and disciplined markets.” #reading #summer #rethinkeverything #lombardodier

How can families preserve wealth, with purpose, across generations? Trusts and Waqfs, rooted in Anglo-Saxon and Islamic traditions, offer distinct yet aligned approaches to long-term wealth planning. As families become increasingly international, and their needs evolve, these centuries-old tools are more relevant than ever. Discover how each structure supports succession, governance, and values-driven legacy: http://spkl.io/6043AGIQB #wealthplanning #rethinkeverything #lombardodier

Can strong financial performance truly align with strong values? Shariah-compliant investing is no longer a niche. Emerging as a sophisticated, principles-based framework for wealth management, it is resonating deeply with a new generation of high-net-worth individuals across the Middle East. In @MEA Finance Magazine, @Christophe Lalandre, Local Managing Director at our Abu Dhabi Global Market branch, explores how Islamic finance is converging with ethical and sustainable investing and why it now demands the full attention of investment managers. Read the full article on our website: http://spkl.io/6048AE2j8 #wealthmanagement #rethinkeverything #lombardodier

How can private banks modernise at scale in the AI era? To deliver smarter, faster digital services, Lombard Odier rebuilt its portfolio management system and over 250 apps using AI-powered tools from MongoDB. The result: unified database upgrades, testing cycles cut from 3 days to 3 hours and code migration is now 50 times faster. In @The Wall Street Journal, @Geoffroy De Ridder, Head of Technology & Operations, shares how this transformation supports innovation and enhances client services? Read the full article on our website: http://spkl.io/6042ADzbA #AI #tech #rethinkeverything #lombardodier

Tax reforms, business succession, and the surge in cyberattacks: Swiss entrepreneurs are operating in a rapidly evolving environment. How can they protect their wealth, ensure the continuity of their family business, and strengthen their digital resilience? These were the key topics discussed at the 6th annual event organised by Lombard Odier, which brought together over 100 entrepreneurs at the Château de Prangins. Three major themes were addressed: the key tax reforms of 2025, the evolving conditions for the transmission of wealth, and the sharp rise in cyber threats. @Samuel Meylan, Head of Wealth Planning for Switzerland, @Lea Baracchini, Wealth Advisor, and @Frans Imbert-Vier, cybersecurity expert and CEO of UBCOM, shared their expert insights on these crucial issues. The speakers emphasised the importance of a proactive and integrated approach: ▸Anticipating tax changes and structuring wealth accordingly ▸Securing business succession within a shifting legal framework ▸Highlighting the importance of cybersecurity at every level of the company At Lombard Odier, we support entrepreneurs at every stage of their life journey, combining wealth advisory, business structuring, succession planning, tax optimization, and digital governance. Discover highlights of the event: http://spkl.io/6043AB0ST #entrepreneurs #successionplanning #lombardodier

What happens when geopolitics takes the driver’s seat in the global EV race? The global EV race is no longer defined by engineering prowess alone. Trade policy, geopolitical realignment and China’s accelerated innovation are reshaping the automotive industry at its core. In our latest analysis, we examine how new US tariffs are disrupting global value chains, and how China’s strategic investment in EV technology, battery innovation and rare earth supply is challenging the position of traditional market leaders. Discover how the interplay between trade, policy and innovation is driving a new global automotive order: http://spkl.io/6045fhku3 #EV #sustainability #rethinksustainability #rethinkeverything #lombardodier

Wildfires are becoming more intense. Can AI help us stay one step ahead? Europe has been cloaked in an eerie haze this week, as smoke from Canada’s wildfires drifts across continents. Cities from Lyon to Munich and Bern suddenly ranked among the world’s most polluted, a stark symbol of climate change’s growing, borderless reach. Climate change is fuelling more intense and frequent wildfires. AI is becoming a valuable ally in this fight, enhancing early warnings, real-time detection, and fire prediction. But AI alone won’t be enough. Building long-term resilience requires greater investment in nature, smarter land management, and a fundamental transition to a net-zero, nature-positive economy. Explore how AI is transforming wildfire response in our video with the @Financial Times: http://spkl.io/6041fCKV3 #wildfire #ai #sustainability #rethinksustainability #rethinkeverything #lombardodier