Lombard Odier | Schweizer Privatbank

Who remains accountable as AI systems become more autonomous? As the @AI For Good Global Summit draws to a close in Geneva, we're reflecting on a question that shaped an evening hosted by Lombard Odier in partnership with @TIGER 21 Switzerland ahead of the Summit: how can governance, transparency, and accountability keep pace as AI becomes increasingly capable? The discussion reflected a broader shift in thinking. As @Duncan MacIntyre, Partner and UK Region Head at Lombard Odier, and @Florian Kemmerich, Chair of TIGER 21 Switzerland, set out at the start of the evening, the question is no longer simply what AI can do, but how it should be deployed – and who remains responsible as AI becomes increasingly autonomous. From @Stephen Ibaraki's vision of a "tenth machine age" to @Michael P. Nash's exploration of AI as a mirror of humanity through his recently launched film RAISE, the message was consistent: technology amplifies choices. It does not replace them. A panel of experts spanning investing, entrepreneurship, policy, and youth impact explored what it will take to build AI responsibly, while founders showcased how those principles are already being applied in practice – from cybersecurity to financial inclusion. One conclusion emerged throughout the evening: trust won't come from AI itself, but from the people, governance, and accountability behind it. Read more here: http://spkl.io/60497HslN Thank you to our distinguished panel of speakers for sharing their perspectives: @Florence Kiss, @Ben Robinson, @Hannes Shariputra Chopra and @Taha Bawa. And also to the founders who showcased their ventures during our pitch session, demonstrating through real-world applications how AI is already helping tackle today's and tomorrow's challenges: Dorina Buehrle, PhD, @Fleur Heyns, @Mario Leoni, Lucy Seiler, Robin B., Patrick Prinz, CFA, @Halima Iqbal, Jonathan Belolo and @Ivan Bascle. #aiforgood #ai #responsibleai #aigovernance #lombardodier

Können Risikoanlagen ihre Dynamik aufrechterhalten, während die geopolitischen Risiken im zweiten Halbjahr 2026 nachlassen? In unserem Basisszenario gehen wir davon aus, dass das Interimsabkommen zwischen den USA und dem Iran die Unsicherheit am Energiemarkt verringert. Der Ölpreis, die Inflation und die Anleihenrenditen dürften sich normalisieren, während ein robustes Wachstum und die Liquiditätsbedingungen Unterstützung bieten. Wir erwarten eine breitere Abstützung der Aktienmarktperformance über den Technologiesektor hinaus. Ein niedrigerer Ölpreis und eine bessere Stimmung begünstigen Zykliker und eine Streuung der Unternehmensgewinne. In den Portfolios bleiben wir in globalen Aktien übergewichtet. Wir bevorzugen Schwellenländer und US-Small-Caps und favorisieren auf Sektorebene nun Finanzwerte. Wir haben Staatsanleihen auf neutral hochgestuft, um Renditen zu sichern, und halten an Engagements in höher verzinsten Währungen fest. Diversifizierungsinstrumente wie Wandelanleihen und alternative Anlagen bleiben relevant, da die Volatilität im Vorfeld der US-Zwischenwahlen anhält. Lesen Sie mehr: http://spkl.io/60447GeYY #CIOViewpoint #rethinkeverything

What does the next chapter of a long-standing partnership look like? For Lombard Odier and @Alpha Japan LO am Ltd., it means bringing our respective investment and distribution capabilities into closer alignment. Building on nearly two decades of collaboration, this new phase expands access to Lombard Odier's global asset management solutions for Japanese institutional investors, while strengthening the distribution of Alpha Japan LO am's specialist Japanese equity strategies across Europe and the UK. As @Jean-Pascal Porcherot, Managing Partner at Lombard Odier Group and Co-Head of @Lombard Odier Investment Managers, comments: “Together, we will deepen access for European investors to a best-in-class pure-play Japanese equities capability, while expanding our ability to serve Japanese institutions and distributors with differentiated asset management solutions across sustainable investment, private assets and systematic strategies.” Read more here: http://spkl.io/604771tf1 #japan #assetmanagement #rethinkeverything #lombardodier

Was bedeutet ein diplomatischer Durchbruch im Nahen Osten für Anlegerinnen und Anleger? Wir analysieren die Auswirkungen des US-Iran-Abkommens und die ungelösten Fragen. Eine schrittweise Erholung des Schiffsverkehrs durch die Strasse von Hormuz dürfte weitere schädigende Engpässe verhindern und für tragbare wirtschaftliche Folgen sorgen. Wir erwarten, dass die Ölströme in den kommenden Wochen auf die Hälfte des Vorkrisenniveaus zurückkehren. Unser Basisszenario bleibt eine Deeskalation. Wir rechnen mit einem durchschnittlichen Ölpreis von USD 90 pro Barrel über die sechs Monate seit Beginn des Konflikts und von USD 78 pro Barrel auf Sicht von zwölf Monaten. Unsere Positionierung in den Portfolios bleibt moderat risikoorientiert. Dabei stützen wir uns auf eine robuste Gewinnentwicklung und bevorzugen Anlagen aus Schwellenländern. Lesen Sie hier unsere vollständige Analyse: http://spkl.io/60457E3rb #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Eine Welle von Mega-Cap-Börsengängen im KI-Bereich dürfte nicht nur Portfolios mit Einzelaktien verändern, sondern auch die Allokationen passiver Instrumente. Indexanbieter erwägen Regeländerungen, um diese Unternehmen schneller in ihre Indizes aufzunehmen. Dadurch könnte die Konzentration bereits dominanter Technologie- und KI-Firmen weiter steigen. Die Geschichte mahnt zur Vorsicht. Börsengänge erzielen häufig starke Kursgewinne am ersten Handelstag. Langfristig haben sie aber tendenziell eine Underperformance und eine höhere Volatilität verzeichnet. Diesmal liegt der Unterschied in der Grössenordnung: Einige der grössten Unternehmen überhaupt stehen vor dem Börsengang, oft bei begrenztem Streubesitz. Da passive Mittelflüsse zunehmend die Nachfrage bestimmen, kann Diversifizierung nicht als selbstverständlich angesehen werden. Lesen Sie hier mehr zum Thema: http://spkl.io/604078a3j #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Am 14. Juni entscheiden die Schweizer Stimmberechtigten über die Initiative zur Begrenzung der Bevölkerung auf 10 Millionen. Angesichts der makroökonomischen Stärke des Landes scheint es dabei mehr um das langfristige Fundament des Wachstums zu gehen als um kurzfristige Belastungen. Bei einer Annahme erwarten wir aufgrund des langfristigen Umsetzungshorizonts begrenzte kurzfristige Marktauswirkungen. Doch indem die Offenheit des Arbeitsmarkts und die Beziehungen zur EU infrage gestellt werden, könnte die Initiative längerfristige Risiken für das potenzielle Wachstum und die Wettbewerbsfähigkeit bedeuten. Aus Anlegersicht dürften multinationale Schweizer Unternehmen relativ gut abgeschirmt bleiben, während die Risikoprämie binnenorientierter Aktien im Laufe der Zeit steigen könnte. Die Merkmale des Schweizer Frankens als Zufluchtswährung bieten weiterhin Unterstützung. Wir analysieren die wirtschaftlichen Übertragungskanäle und die Folgen für Anlagen: http://spkl.io/60487BUDq #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

How can investment risk oversight remain consistent across business lines, asset classes, and geographies in an increasingly complex environment? To address this crucial issue, we are expanding our existing engagement with @Bloomberg. Announcing the move today, @Alexandre Meyer, Managing Partner at Lombard Odier, said, “"As part of the transformation of our target operating model, we are rolling out Bloomberg-developed investment risk solutions across our Wealth Management and Private Banking activities, following their long-standing use in Asset Management.” Discover more about our collaboration with Bloomberg: http://spkl.io/604876UYE #mediarealease #rethinkeverything

What should a private bank’s headquarters say about the institution it represents? We are proud that 1Roof has now been recognised as “Best Headquarters” at the 2026 @Monocle Design Awards, with the project featured in Monocle’s May issue. As Hubert Keller, Senior Managing Partner at Lombard Odier, puts it: “It’s more than a building, it represents who we are today.” For Lombard Odier, 1Roof was conceived as more than a workplace. Bringing together more than 2,000 employees previously spread across six sites in Geneva, the @Herzog & de Meuron-designed building on the shores of Lake Geneva reflects our long-term vision and our values of integrity, openness and sustainability. Discover more about the thinking behind 1Roof: http://spkl.io/6045AhkSS ©@Hannes Heinzer MarisMezulis #architecture #rethinkeverything #lombardodier

What does it really mean to step away from the company you have built? For many entrepreneurs, a business is more than a company. It is part of their identity. That is why selling or transferring a business goes far beyond the transaction itself. From governance and continuity to family alignment, legacy, and life after exit, every transition raises both strategic and personal questions. Lombard Odier Corporate Advisory explores why anticipating succession early is essential to protect enterprise value, strengthen stakeholder confidence, and help entrepreneurs prepare their next chapter with clarity and purpose. Discover the full insight: http://spkl.io/6047ACckf #entrepreneurs #rethinkeverything #lombardodier

After years of care, expertise, and patience, @Frank P Matthews Ltd has won a Gold Medal at the RHS Chelsea Flower Show 2026 for its celebration of the Malus genus. The recognition comes in the nursery’s 125th year and reflects nearly a decade of preparation, from specialist grafting and careful tree training to the long-term stewardship that has shaped the business across four generations. As proud sponsor of Frank P Matthews at this year’s Chelsea Flower Show, Lombard Odier celebrates an achievement that reflects shared values of long-term thinking and resilience across generations. Read more here to discover the story behind this milestone for Frank P Matthews: @Stephanie Dunn James @Mark Goddard #entrepreneurs #RHSChelsea #ChelseaFlowerShow2026 #rethinkeverything #lombardodier

Senior executives: retirement planning is a matter of strategy. How can I structure my wealth effectively? What’s the best way to manage my stock options? Can I retire early without compromising my lifestyle? What are the implications if I relocate abroad? To help you ask the right questions and set clear priorities, explore our publication: “A practical guide to optimising your assets before retirement.” Read more here: http://spkl.io/6049A74HR #wealthmanagement #rethinkeverything #lombardodier

Haben die US-Verbraucher noch Benzin im Tank? Im gängigen Narrativ einer „K-förmigen“ US-Wirtschaft wird die Rolle der wohlhabendsten Haushalte bei der Stützung des Wachstums überschätzt. Laut offiziellen Daten sowie Echtzeitdaten ist der Konsum über die Einkommensgruppen hinweg gleichmässiger verteilt – trotz Inflations-, Zoll- und Energiepreisschocks. Benzinpreise von über USD 4 pro Gallone belasten die Ausgaben. Doch wir halten diese Effekte in unserem Basisszenario einer Deeskalation im Nahen Osten für vorübergehend. Ohne wesentliche Verschlechterung am Arbeitsmarkt, die bislang nicht zu beobachten ist, sollte der US-Konsum widerstandsfähig bleiben, auch wenn er sich auf tieferen Niveaus als nach der Pandemie einpendelt. Diese Resilienz ist ein Faktor, der unsere moderat risikoorientierte Haltung in den Portfolios unterstützt. Lesen Sie die vollständige Analyse in unserem neuen CIO Office Viewpoint von Macro Strategist \@Filippo Pallotti, PhD: http://spkl.io/6044AAJLI #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Lombard Odier has been recognised at the @Financial Times @Professional Wealth Management (PWM) Wealth Tech Awards 2026 with two distinctions: Best Private Bank for Digitally Empowering Relationship Managers and Best Use of Technology in Europe. These awards reflect the depth of our digital ecosystem, including G2 and My LO, developed to deliver seamless, intuitive, and secure experiences for both clients and relationship managers. As @Geoffroy De Ridder explains, “our strongest outcomes are achieved when cross‑functional teams unite to align innovation with client priorities and operational excellence.” As client needs continue to evolve, we remain focussed on advancing our platforms to deliver clarity, confidence, and uncompromising quality in digital wealth management. Read more here: http://spkl.io/6043AADNN #awards #tech #rethinkeverything #rethinkeverything

Europe’s recent heatwaves have done more than disrupt daily life. Low water levels on the Rhine have limited logistics, warm rivers have forced nuclear power cut-backs, and extreme temperatures affected rail networks. Physical climate risks have suddenly become economic risks. As climate volatility intensifies globally, events such as El Niño can amplify weather extremes, affecting agriculture, energy systems, supply chains and inflation. For investors, the key question is no longer simply which companies are exposed to climate change, but which are prepared for it. We see a key question around adaptation, including resilient infrastructure, water management, sustainable agriculture and climate intelligence solutions. Companies that can anticipate disruptions, adapt operations and build resilience may be better positioned to protect profitability and create long-term value. More here: http://spkl.io/60467ywO0 #climate #rethinkeverything

What if second-hand becomes the default choice, not the alternative? @Vinted shows this shift is already happening. The platform has become a European leader, driven by the rise of the circular economy, digital habits, and stronger price sensitivity. Its advantage is clear. It makes second-hand simple, reliable, and cost-efficient. Therefore, it creates a powerful network effect where buyers and sellers reinforce each other. The strategy goes further. With @Vinted Go and Vinted Pay, logistics and payments are integrated. As a result, transaction costs fall and volumes increase. After 15 years, the model is now profitable and still expanding, including beyond Europe. Vinted is no longer just a resale platform. It is building the infrastructure of re-commerce. Read more here: http://spkl.io/60467yISA #recommerce #circulareconomy #lombardodier

Was bedeutet das Umfeld nach dem Irankonflikt für Anlegerinnen und Anleger? Trotz des Energieschocks und anhaltender geopolitischer Spannungen bleibt die Weltwirtschaft widerstandsfähig. Angesichts eines soliden Arbeitsmarkts in den USA kann sich die US-Notenbank auf die Inflationsbekämpfung konzentrieren. Ein robuster Technologiezyklus in Asien trägt dazu bei, die Auswirkungen abzufedern. Die Marktbedingungen unterstützen Risikoanlagen insgesamt weiterhin. Wir erwarten, dass sich die Aktiengewinne über den Technologiesektor hinaus ausbreiten, wobei die Schwellenländer hervorstechen. Zugleich eröffnen sich bei festverzinslichen Anlagen wieder Chancen. Die Risiken, darunter wirtschaftspolitische und geopolitische Spannungen, bestehen fort. Doch das Gesamtumfeld bleibt konstruktiv und stützt unsere risikoorientierte Haltung für das zweite Halbjahr. Mehr über unsere Portfoliopositionierung erfahren Sie im neuen Video mit @Samy Chaar, PhD, Chefökonom und CIO Switzerland, sowie @Luca Bindelli, Head of Investment Strategy: http://spkl.io/60427G3u0 #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Are central banks set to repeat their 2022 response? In an interview with @L'Echo, our Chief Economist @Samy Chaar, PhD explains why today’s inflation looks different. While price pressures are driven largely by energy, wage growth and domestic inflation remain subdued – suggesting central banks are unlikely to respond as aggressively as they did in 2022. The Federal Reserve may remain cautious on rate cuts until energy-driven inflation eases, even as economic conditions stay resilient. Against this backdrop, we believe the greater risk for investors may be being out of the market rather than staying invested. Read the full article: http://spkl.io/6047712K3 #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

What separates entrepreneurs who scale successfully from those who stall? At a recent Lombard Odier event, leading UK founders shared insights into what it takes to build, scale, and exit a business successfully. The entrepreneurs who succeed solve mission-critical problems, embrace uncertainty, build trusted teams, and plan for succession long before an exit is on the horizon. From authenticity and resilience to relationships and legacy, the founders reinforced a simple truth: there is no blueprint for entrepreneurial success – but the choices founders make, and the people they surround themselves with, can make all the difference. Discover insights from leading UK entrepreneurs: http://spkl.io/60487EgOq #UK #entrepreneurs #rethinkeverything #lombardodier

How will the UK’s 2026 carried interest tax changes affect private equity professionals? From 6 April 2026, carried interest is taxed as income rather than capital gains, changing the framework for fund managers and internationally mobile executives. For those with cross-border careers, the analysis goes beyond headline tax rates – the location of services performed, UK workdays, and future residence plans can all influence the outcome. Will your carry qualify? And how might UK services and future residence plans affect your position? Explore what the new rules could mean for you: http://spkl.io/60467E6b8 #UK #privateequity #rethinkeverything #lombardodier

How can investors turn today’s uncertainty into sustainable opportunities? Geopolitical tensions, market volatility, rising oil prices, and persistent inflation create an environment in which familiar reference points can quickly become blurred. Yet sound wealth management is not about reacting to every market movement; rather, it rests on a holistic vision encompassing asset allocation, tax planning, liquidity management, wealth transfer, family governance, and long-term objectives. At Lombard Odier, we support our clients through a disciplined and integrated approach, helping them make decisions in a methodical and considered manner rather than out of short-term anxiety. Learn more: http://spkl.io/604878Zgo @Le Temps #wealthmanagement #rethinkeverything #lombardodier

How is private banking evolving in an increasingly uncertain world? In an interview with @Funds Society España, @Iván Basa Segimón, Managing Director of Lombard Odier in Spain, explains why today’s market volatility is not slowing private banking growth, but raising expectations around expertise, technology, and personalised advice. From intergenerational wealth transfers to artificial intelligence and long-term relationships, the interview reveals how the industry is adapting to a new era of wealth management. Read more here: http://spkl.io/60417BURl #spain #wealthmanagement #rethinkeverything #lombardodier

What will define the next era of wealth management? In a recent feature by @Trends-Tendances, Lombard Odier shared its perspective on the how the Belgian private banking landscape is being reshaped by entrepreneurship, global diversification, and the largest intergenerational wealth transfer in history. As expectations evolve, transparency, impact, and long-term partnerships are becoming central to how families manage and preserve their wealth across generations. Read more: http://spkl.io/60447BGPO #belgium #wealthmanagement #rethinkeverything #lombardodier

Ein Blick über den Nahostkonflikt hinaus – wie können sich Anlegerinnen und Anleger positionieren? Die Aktienmärkte sind dieses Jahr widerstandsfähig geblieben. Eine starke Gewinndynamik sowie anhaltende Investitionen in Technologie und künstliche Intelligenz bieten Unterstützung. Laut unserem Basisszenario könnten höhere Staatsanleihenrenditen kurzfristig für Bewertungsdruck bei Aktien sorgen. Dies wird die Aktienmärkte aber kaum aus der Bahn werfen. Denn die Notenbanken sind besser positioniert als im Jahr 2022, als sie gezwungen waren, die Leitzinsen rasch zu erhöhen. Das Gewinnwachstum bleibt der wichtigste Anker, vor allem in den Schwellenländern, wo die Bewertungen attraktiver sind und die Gewinnrevisionen stärker ausfallen. Wir halten in den Portfolios an einer moderat risikoorientierten Ausrichtung fest. Dies widerspiegelt sich in Aktien aus Schwellenländern, Hartwährungsanleihen aus Schwellenländern sowie Gold als Diversifizierungsinstrument gegenüber geopolitischen und inflationsbedingten Risiken. Lesen Sie in unserem aktuellen CIO Office Viewpoint, wo Selektivität besonders wichtig ist: http://spkl.io/604976ixb #rethinkinvestment #rethinkeverything

European equities continue to face scrutiny – but are investors overlooking the region’s long-term strengths? In an interview with @De Standaard , @Michael Strobaek, Lombard Odier’s Chief Investment Officer, explains why we continue to see opportunity in both European equities and emerging markets despite ongoing geopolitical and economic uncertainty. “European equities are cheap, and Europe still has companies that form a strong industrial backbone,” he notes. From energy security to the global AI race, discover his perspective on the forces shaping markets – and why staying invested remains key: http://spkl.io/6045ACmxF #economicoutlooks #rethinkeverything #lombardodier

As geopolitics accelerates changes already underway in our societies, how should investors respond? Trade tensions, conflict and policy uncertainty are pushing governments and companies towards strategic autonomy and resilience. Thematic equity exposures can help investors look through short-term volatility and focus on durable earnings drivers, as capital is redirected and policy priorities change. Our rethink investments report sets out six long‑term themes, based around changes in demographics, technology, infrastructure, security and the sustainability transition. It builds on our rigorous research and analysis into these themes and the investment opportunities that flow from them. Thematic investing can help diversify equity risk, support discipline during periods of market volatility, and capture value creation across cycles. Read our CIO Office Viewpoint to find out how we are rethinking investments in a multipolar world: http://spkl.io/6043ACuk7 @Arnaud Girardin @Sophie Chardon #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Die Vorbereitung auf den Ruhestand ist ein wichtiger Schritt, um Ihre finanzielle Sicherheit zu gewährleisten. Wie kann ich mein Vermögen effizient strukturieren? Wie soll ich mit meinen Stock-Options umgehen? Kann ich vorzeitig in Pension gehen und dabei meinen Lebensstandard aufrechterhalten? Welche Auswirkungen hat ein Wegzug ins Ausland? Unser Leitfaden hilft Ihnen, die passende Vorsorgestrategie zu finden. Laden Sie die Publikation „Vermögensoptimierung vor dem Ruhestand“ herunter und planen Sie Ihre Zukunft schon heute. Erfahren Sie mehr: http://spkl.io/6043A74RV #wealthmanagement #rethinkeverything #lombardodier

In a recent article, @Forbes Luxembourg highlights how Lombard Odier integrates contemporary art into its offices in Geneva and Luxembourg as part of its broader approach to culture. Beyond its aesthetic presence, the collection introduces a visual language into private banking, engaging with sustainability as a systemic transition, exploring the wider implications of innovation, and reflecting the social and political dynamics shaping European economies. Through Fondation Philanthropia, this approach also extends to philanthropy as an expression of stewardship. In Luxembourg, it contributes to a changing financial ecosystem where culture can foster dialogue and where complexity is recognised as part of long-term thinking. Read more here: http://spkl.io/6041AAfvD #forbes #art #rethinkeverything #lombardodier