Lombard Odier | Swiss Private Bank Since 1796

This October 20, discover that true stability is never static. #rethinkstability #rethinkeverything #lombardodier

Supporting entrepreneurs in their strategic decisions At Lombard Odier, we understand that every family business carries a unique story. Our mission is to accompany entrepreneurs at every key stage, whether valuation, sale, succession or growth. We are pleased to have advised @Eric Giorgi, majority shareholder and CEO of the Lyon-based family hospitality group @Arteloge Hôtels & Restaurants, in the sale of the @Villa Florentine, a prestigious 5-star Relais & Châteaux hotel in Lyon, to the French group @Beauvallon Collection, already established in Beaune and Champagne. This transaction reflects our commitment to helping entrepreneurs achieve their ambitions through a bespoke and long-term approach. Discover how our Corporate Advisory service can support your strategic decisions: http://spkl.io/6047AV49v #entrepreneurship #wealthmanagement #rethinkeverything #lombardodier

When Covid-19 shut schools in 2020, @Twinkl Educational Publishing, a global education publisher creating resources for teachers, parents and pupils, chose to give its materials away for free, helping millions to continue their education at home. That bold decision fuelled extraordinary growth. Today, the Private Business of the Year nominee employs 2,000+ people and partners with leading brands such as Disney and Ferrari, while staying true to its mission: to help those who teach. In our entrepreneur interview series, we speak with COO In our entrepreneur interview series, we speak with COO David Angrave: http://spkl.io/6048ApgAq #entrepreneurship #rethinkeverything #lombardodier

What’s holding back succession planning in the Gulf region? Our new survey found that just 1 in 5 families have comprehensive succession plans. The problem is not a lack of skilled successors – it’s a fear of tough conversations about leadership and legacy. Delaying succession planning can put family wealth and businesses at risk. But with open communication, clear governance, and shared values, families can prepare for a seamless transition. Download our insightful new report on succession planning to discover practical steps to prepare effectively: http://spkl.io/6041AT2kX #middleeast #wealthplanning #rethinkeverything #lombardodier

At the inauguration of our new headquarters in Bellevue, our Senior Managing Partner @Hubert Keller reminded us that Lombard Odier's new home is more than just an architectural achievement. As he remarked in his opening speech: “Bellevue is not just a place, it is a story that resonates with that of our Maison, connecting our roots to our future.” This new chapter embodies the essence of Lombard Odier, a constant dialogue between tradition and innovation; heritage and progress. Our new headquarters reflect our commitment to sustainability, openness, and excellence, while remaining deeply anchored in Geneva, the city where our story began over two centuries ago. Discover his full speech in our video and learn more about this milestone here: http://spkl.io/6047ATu7h #1roof #architecture #herzogdemeuron #rethinkeverything #rethinksustainability #lombardodier

In a time of growing scepticism and uncertainty, how can trust in sustainable investing be rebuilt? From once being a niche idea, sustainable finance has become a global movement, but it is now at a crossroads where its credibility and long-term impact are at stake. At the @Building Bridges Summit 2025 in Geneva on 30 September, @Hubert Keller, Senior Managing Partner at Lombard Odier Group, together with @John Kerry, Former US Secretary of State and Co-Executive Chair at @Galvanize Capital, and other leading experts, will share their perspectives on the future of sustainable investment and the strategies needed to restore confidence. Read more here: http://spkl.io/6043ArAIc #buildingbridges25 #sustainability #rethinksustainability #lombardodier

What happens when achieving a global consensus on plastic pollution proves impossible? The latest round of negotiations for a plastics treaty concluded without an agreement in Geneva. As @Dr. Felix Philipp, Circular Economy and Materials Research Lead at Lombard Odier Investment Managers, explained in @Le Temps, this setback reflects a fundamental divide: some countries are pushing to curb production at the source, while others are focussing on managing waste downstream. However, Geneva is not the end of the story. Felix argues that it clarifies the challenges ahead and highlights why action cannot wait. Plastic pollution carries immense health and climate costs, but markets, finance and innovation are already accelerating the transition towards sustainable alternatives. Momentum will now come from regional coalitions, evolving regulation and private-sector innovation. Change is underway, with or without a global treaty. Read more here: http://spkl.io/6043AukgS #plastic #sustainability #rethinkeverything #lombardodier

Wealth management is a growing industry – but can ‘Swiss-made’ retain its competitive edge in the face of competition from new market entrants? We were pleased to attend @Finanz und Wirtschaft’s 2025 Forum in Zurich this week, to take a look at the unique strengths of the Swiss finance industry, and explore how the sector can maintain its world-leading status. Joining leading voices from across the industry, @Hubert Keller, Lombard Odier’s Senior Managing Partner, in the opening keynote showcased that the Swiss wealth management sector is facing pressure on a number of fronts, including from new digital-only competitors and tighter margins. In response, he said, Swiss wealth managers must embrace digital innovation and offer product differentiation. Above all, he said, in a world where many are moving towards product standardisation, Lombard Odier focusses on offering tailor-made investment solutions and building long-term, personal client relationships. #FuWForum #rethinkeverything #lombardodier

At Lombard Odier, sustainability is more than a commitment. It is the framework that guides our strategy, our operations, and our investments. Our 2024 Sustainability Report, offers a transparent view of how we bring this vision to life. It details how we manage our footprint, integrate sustainability into our investment strategies, while meeting the expectations of clients, regulators, and society at large. Explore how our values translate into action, and how our approach to sustainable finance continues to evolve in our 2024 Report: http://spkl.io/6045AOLz1 #sustainability #rethinksustainability #rethinkeverything #lombardodier

What do NATO defence budgets, Swiss export tariffs, and US healthcare spending have in common? They’re all signals of deeper system shifts reshaping the global economy and they’re captured in three must-see charts for investors this August. From Europe’s rearmament and Switzerland’s tariff shock to the paradox of US healthcare, we explore how these trends are creating long-term investment opportunities. Read the full story: http://spkl.io/6046AMnnG #economicoutlooks #investmentinsights #rethinkeveverything #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

Did you know that a second pillar buyback can help you reduce your taxes while securing a stronger retirement income? Beyond improving your financial position today, this approach helps you preserve your lifestyle and peace of mind for the long term. In our latest article, explore how to plan your buyback effectively – with key steps, financing insights, and practical advice to make the most of your pension assets. Read more here: http://spkl.io/6041AV7kf #wealthmanagement #rethinkeverything #lombardodier

Our world is ageing. By 2050, more than one in five people worldwide will be aged 60 or above. This shift is fuelling demand for healthcare innovation, with the medical robotics market set to nearly quadruple to USD 63.8 billion by 2032. From exoskeletons to undertaking surgery and routine hospital tasks, robots could ease staff shortages and transform care. Costs, training, and ethical concerns remain, but if these hurdles are overcome, robotics may prove one of the most transformative forces in healthcare this century. @Financial Times #robotics #healthcare #rethinkeverything #lombardodier

Private assets. Company assets. Real estate. Retirement savings. http://spkl.io/6042AT2tq your wealth managed in silos? If so, its full potential may remain untapped. At Lombard Odier, we take a global view of your private and professional wealth — integrating financial, structural, and tax dimensions to optimise your overall architecture. We look beyond markets, using strategic levers to deliver added net performance after tax — with no extra risk. Don’t think in silos. Rethink performance. Rethink Private Banking: http://spkl.io/6043AT2tS #switzerland #wealthmanagement #rethinkeverything #lombardodier

Is Europe’s outperformance here to stay? European equities demonstrated impressive performance in the first half of 2025, with financials leading the way, followed by defence and utilities. While Japan, emerging markets and the US have since regained ground, German and southern European markets continue to demonstrate leadership year to date. In a recent @FT Live & @Professional Wealth Management (PWM) webinar titled "Reallocating portfolios to capture European outperformance", @Nannette Hechler-Fayd'herbe, CIO EMEA and Head of Investment Strategy, Sustainability & Research at Lombard Odier, joined @Daniele Antonucci of Quintet Private Bank, @Alexandre Drabowicz, CAIA of Indosuez Wealth Management and @Oliver Jones of Rathbones for a discussion moderated by @Ian Smith of the @Financial Times. Nannette underlined that a sustained European outperformance would largely depend on the ability to translate market optimism into lasting corporate results. While the region is experiencing an uptick in confidence, headwinds such as regulatory constraints and productivity pressures cannot be ignored. Watch the replay here: http://spkl.io/6046ATR1i #ftwealth #investmentinsights #rethinkeverything #lombardodier

What’s your number? For entrepreneurs planning an exit, it is about more than just valuation. It involves aligning business goals with personal aspirations, ensuring liquidity supports lifestyle, family and legacy. At Lombard Odier, we work alongside entrepreneurs to help define this number holistically – and connect them with trusted partners to navigate timing, deal structures and tax considerations. Selling your business is not the end of your story, but the beginning of a new chapter built on clarity, purpose and strength. Read more here: http://spkl.io/6044ARqVG #entrepreneurship #business #rethinkeverything #lombardodier

What drives long-term business success? For the @Kingdom Services Group Ltd, the answer lies in its culture, values and entrepreneurial spirit. What started out as a family-run security firm has grown into a £300 million multi-service provider, employing 11,500 people and serving 5,000 clients. For Lombard Odier, it is strong foundations that allow businesses to thrive for generations. Discover the full story: http://spkl.io/6044Au3ZM #entrepreneur #tech #rethinkeverything #lombardodier

What does meaningful growth look like for Lombard Odier UK? Six months into his role as UK CEO of Lombard Odier, Mark Goddard highlights the firm’s focus on entrepreneurs and families. From establishing a UK entrepreneurs' network to preparing the next generation through LO Generations, the aim is to support clients across every stage of their journey. Having doubled its assets since 2018, Lombard Odier remains committed to sustainable, long-term growth, while staying true to its pure-play private banking model. Read more here: http://spkl.io/6042AP87k #entrepreneurs #rethinkeverything #lombardodier

Facing America, Switzerland keeps its destiny in its own hands. As China and Germany slowed, Switzerland diversified exports toward the US, now its main market outside the EU. But dependence on American consumers has proven a double-edged sword. The new 39% US tariff on Swiss goods, far above the EU and Japan rates, poses real challenges. While gold and pharmaceuticals remain exempt, tariffs still hit around 3.5% of Swiss GDP. Switzerland has few negotiating levers left, but its economy has shown remarkable resilience. With strong fiscal room, long-term investment in energy, infrastructure and defense could prove more effective than negative rates in sustaining growth. The road ahead may be uncertain, but Swiss adaptability has always been its greatest asset. Read more here: http://spkl.io/6045AOHP9 @Le Temps #switzerland #tarrifs #rethinkeverything #lombardodier

Lombard Odier reports half-year 2025 results. At the end of June 2025, the Group’s total client assets stood at CHF 323 billion, supported by solid net new money and positive investment performance. "Lombard Odier delivered solid results in H1 2025. Our clients continue to place their trust in us, valuing our investment expertise and the stability of our independent partnership model, particularly during volatile markets. In September we will inaugurate our new Geneva headquarters, a strategic step that positions us well for continued growth”, said @Hubert Keller, Senior Managing Partner. Read more here: http://spkl.io/6044AMbzu #rethinkeverything #lombardodier

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