Lombard Odier | Schweizer Privatbank

Was bedeutet der US-Haushalt für amerikanische Finanzanlagen und den US-Dollar? Fiskalpolitische Bedenken dürften die US-Währung weiter belasten. Dies dürfte die globale Liquidität sowie Aktien, vor allem aus Schwellenländern, unterstützen. Wir erwarten, dass die Renditen zehnjähriger US-Staatsanleihen in den nächsten zwölf Monaten zurückgehen. Durch Zinssenkungen der US-Notenbank sollten sich die Absicherungskosten und Renditeerwartungen für US-Treasuries verbessern. Dies dürfte die Nachfrage internationaler Anlegerinnen und Anleger ankurbeln. Lesen Sie hier mehr zum Thema: http://spkl.io/6048ADQpm #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Oberflächliche Schönheit? Nach Marathonsitzungen hat der US-Kongress Präsident Trumps „Big Beautiful Bill“ – das „grosse, schöne Gesetz“ – verabschiedet. Doch das Gesetz wird der US-Wirtschaft kaum etwas bringen. Schönheit liegt bekanntlich im Auge des Betrachters. Wir erklären, warum unsere Prognose für US-Wachstum und -Inflation trotz dieses umfangreichen Gesetzes unverändert bleibt: http://spkl.io/6047ADBeb #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Wie entwickeln sich nachhaltige Anlagen angesichts politischer Verschiebungen und wirtschaftlichen Drucks? Während die staatliche Unterstützung nachlässt, prägen vermehrt wirtschaftliche Realitäten und strategische Notwendigkeiten den Markt für nachhaltige Anlagen. Der Sektor orientiert sich stärker an nationalen Prioritäten wie Energiesicherheit und Resilienz. Wir betrachten, wie dieser Wandel neue – solide und diversifizierte – Chancen für nachhaltiges Investieren eröffnet: http://spkl.io/6045A8yuS #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Wie sollen Anlegerinnen und Anleger angesichts politischer und geopolitischer Unsicherheit ihre Portfolios positionieren? Mit Ausnahme der US-Notenbank Fed senken die Zentralbanken ihre Leitzinsen. Die Märkte haben eine Reihe von Sorgen – von den US-Zöllen über den Konjunkturausblick für die USA bis hin zum Konflikt im Nahen Osten – grösstenteils abgeschüttelt. Wir präsentieren unsere zehn Kernüberzeugungen für Anlagen im weiteren Jahresverlauf 2025: http://spkl.io/6042ABJCY #investment #rethinkinvestment #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

Was sind die wahrscheinlichsten Szenarien im Konflikt zwischen Israel und Iran, und was heisst das für die Positionierung von Anlegerinnen und Anlegern? Die Geldpolitik dürfte sich auf die Kerninflation konzentrieren, welche die Nachfragedynamik widerspiegelt, statt auf Angebotsschocks wegen steigender Ölpreise. Wir sehen aufgrund des Gewinnwachstums anhaltendes Potenzial an den Aktienmärkten und erwarten einen Rückgang der Renditen von US-Staatsanleihen: http://spkl.io/6042fhk1n #investment #rethinkinvestment #rethinkeverything #lombardodier

Is AI revolutionising finance or just a passing trend? We recently hosted a thought-provoking event exploring the transformative potential of artificial intelligence in finance, a key pillar of Lombard Odier’s six strong investment convictions for the future. Our speakers, @Valerio Rossetti, PhD, Principal Data Scientist at @Swiss Data Science Center, and Marco Barresi, Senior Equity Analyst, Technology Sector at Lombard Odier, shared compelling insights on how AI is reshaping investments and driving value creation. Valerio highlighted the transition of AI solutions from academic research to real-world applications, transforming investment strategies, while Marco showcased how AI is opening new pathways for portfolio management. Their engaging dialogue delved into the opportunities and challenges of integrating AI into financial strategies, sparking lively discussions. Key insights: ▸Data is critical: Organisations mastering data governance gain a competitive edge in AI applications. ▸AI’s evolution: Companies with strong data maturity and a culture of innovation are poised to lead. ▸LLM and agentic systems: These technologies are transforming industries, with established firms adopting them over the past 1-2 years, though their full impact is still emerging. ▸Generative vs. “simple” AI: While generative AI grabs headlines, traditional AI remains a powerful driver of value creation. Thank you to our speakers and attendees for making this an enriching evening of ideas and connections. @Frédéric Praz @Michel Zumstein #AI #innovation #rethinkeverything #lombardodier

Wie investiert man in einer Welt im Wandel? Die heutigen strukturellen Veränderungen – von der Demografie über technologische Disruption bis hin zum Übergang zu einer Netto-Null-Wirtschaft – erfordern einen neuen Blick auf das Investieren. Im Rahmen von rethink investments 2025 widmen wir uns sechs High-Conviction-Anlagethemen: Langlebigkeit, die nächste Generation, Technologie, Netto-Null, Natur und Infrastruktur. Anhand dieser Themen übertragen wir langfristige globale Veränderungen in gezielte Anlagestrategien. Mehr erfahren: http://spkl.io/6044f7Lqm #investment #rethinkinvestment #rethinkeverything #lombardodier

Die Welt verändert sich. Passt Ihre Anlagestrategie noch dazu? Vom demografischen Wandel über bahnbrechende Fortschritte in der KI bis hin zum Wettlauf in Richtung Net Zero – die aktuellen Transformationen verändern unsere Wirtschaft grundlegend.Wir bei Lombard Odier sind überzeugt: Diese Entwicklungen erfordern eine neue Perspektive darauf, wo und wie investiert werden sollte. Unser strategischer Rahmen Rethink Investments 2025 konzentriert sich auf sechs zentrale Themen, die wir als entscheidend für die Zukunft sehen: Langlebigkeit, die nächste Generation, Technologie, Net Zero, Natur und Infrastruktur.Dabei handelt es sich nicht um kurzfristige Trends, sondern um strukturelle Kräfte, die den Wert von morgen prägen werden. Zum vollständigen Bericht: http://spkl.io/6049f7LJJ #investment #rethinkinvestment #rethinkeverything #lombardodier

Is extreme weather becoming the new normal? In 1984, climate disasters cost the world USD 9.2 bn. By 2024, this figure had surged to USD 320 bn. The long-term trend is clear: physical climate risk is asing in both magnitude and frequency, and so is its impact on portfolios. This World Environment Day, we stand by our conviction that resilient, transition-ready investments are essential for thriving in a changing world. Read more here: http://spkl.io/6041fAIHf #worldenvironmentday #climate #sustainability #rethinksustainabiliy #lombardodier

How will global markets navigate a slowing US economy and evolving trade dynamics? At our recent "The Chief Economist meeting", @Samy Chaar, PhD, Global Chief Economist at Lombard Odier shared five key insights for investors in 2025. Key takeaways: 1. US economic slowdown: growth is cooling, with a transactional tariff approach shaping US-UK and US-China relations 2. Recession outlook: no recession remains our base case but the Fed is likely to ease if inflation expectations stay anchored 3. China stimulus: PBoC cut rates to counter slowdown 4. Market sentiment: improved post-US-China trade prospects, with upside in developed and emerging stocks 5. Investment strategy: we are overweight fixed income whilst favouring corporate credit. These insights highlight a dynamic global economy navigating slower growth, strategic trade policies, and resilient markets. @Laurent Pellet, Partner and Global Head of EAM at Lombard Odier, commented: "Our annual roundtables with our Chief Economist have become a key moment – a unique opportunity to exchange views with our EAM partners in an intimate setting that fosters open dialogue." #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

The great wealth transfer is underway. With the next generation set to inherit USD 31 trillion over the coming decade, managing family wealth is a complex and critical endeavour. It’s not just about finances – it’s about preserving legacy, values, and family unity. In a recent interview, @Adel Barakat, Global Head of Wealth Planning at Lombard Odier, shares expert strategies to navigate this intricate process. “Open communication is the Achilles’ heel of families,” he notes, emphasising early planning and transparent dialogue to prevent conflicts. From respecting generational differences to drafting a family constitution, discover practical steps to pass on your family’s “DNA” alongside assets. Read more here: http://spkl.io/6042f2UKC #wealthmanagement #successionplanning #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

Die Welt erlebt einen Paradigmenwechsel. Für die globale Wirtschaft und die Märkte sind Handel und Geopolitik zwei grosse Quellen der Unsicherheit. Die US-Wirtschaft verzeichnet eine selbst verursachte Verlangsamung, ohne auf eine Rezession zuzusteuern. Die Handelspolitik ist im Wandel, das Umfeld für Unternehmen in den USA verschlechtert sich, und die US-Notenbank Fed versucht, zwischen Inflation und Arbeitsmarktstabilität zu balancieren. Europa setzt mit neuen Investitionen auf strategische Autonomie, während China gegen Disinflation kämpft und den Handel neu organisiert. Bis vor Kurzem trieb die ausserordentliche US-Entwicklung die Märkte an –was kommt als Nächstes? Unsere Risikoengagements bleiben über den strategischen Niveaus, und wir setzen in den Portfolios auf eine solide globale Diversifizierung. Für die Aktienmärkte sehen wir weiteres Aufwärtspotenzial, während hohe Anleihenrenditen attraktive Ertragschancen bieten. Näheres zu unserer Anlagestrategie erfahren Sie im neuen Video mit @Samy Chaar, PhD, unserem Chefökonomen und CIO Switzerland: http://spkl.io/6044ABxJ6 #economicoutlooks #investmentinsights #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

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

In einer zunehmend fragmentierten Welt wird der Aufbau resilienter Infrastruktur zu einer strategischen Priorität. Bei Lombard Odier untersuchen wir im Rahmen unseres Themas rethink infrastructure, wie Investitionen in Energie-, Kommunikations- und Verkehrsnetze die globalen Wertschöpfungsketten prägen. Wir sind überzeugt, dass dieser neue, globale Investitionszyklus langfristige Chancen für Anlegerinnen und Anleger bietet. Erfahren Sie hier mehr zu unserem Thema rethink infrastructure: http://spkl.io/6045fhXF3 #investment #rethinkinvestment #rethinkeverything #lombardodier

Sollten internationale Anlegerinnen und Anleger einen Führungswechsel in Japan nach den Wahlen im Juli fürchten? Japans Premierminister Ishiba steht vor einer schwierigen Oberhauswahl. Die Anleger verfolgen aufmerksam, wie politische Rivalen eine weniger strenge Haushaltsdisziplin anstreben. Dennoch sehen wir Potenzial für eine Stabilisierung: Die Bank of Japan dürfte weiterhin vorsichtig agieren, und der Aktienmarkt profitiert nach wie vor von einer starken Reformdynamik. Mit attraktiven Anleihenrenditen und einer besseren Corporate Governance können sich langfristigen Anlegern trotz Unsicherheit Chancen bieten. Lesen Sie hier mehr zum Thema: http://spkl.io/6040fCzWn #economicoutlooks #investmentinsights #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

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

What an incredible two days at Lombard Odier’s 2025 Hackathon! Our largest collaborative event brought together eleven multidisciplinary internal teams to turn bold ideas into impactful solutions for the Bank. This year, we partnered with École Polytechnique Fédérale de Lausanne (@EPFL), welcoming talented students who infused fresh perspectives and technical know-how. A special highlight was having an EPFL professor on the jury, bringing academic depth to the closing ceremony. From reimagining client onboarding to leveraging AI for smarter workflows, teams tackled challenges aligned with our strategic priorities, showcasing creativity and teamwork. The energy was electric during the 4-minute “elevator pitch” demos, with participants voting for the most innovative ideas. A huge thank you to everyone involved for making this event a true reflection of Lombard Odier's innovative spirit. Congratulations to all participants for pushing boundaries and reimagining the future of work. #hackathon #banking #rethinkeverything #lombardodier

How is Mercedes-Benz driving the future of sustainable mobility in a rapidly changing world? Through its bold Ambition 2039 strategy, @Mercedes-Benz Group AG is leading the transition to an electric, circular, and net carbon-neutral future. In a recent conversation, Hendrik Heitsch, Director Compliance Programs & ESG, shared how the company is transforming its operations, from pioneering the all-new electric CLA and battery recycling in Kuppenheim to redesigning supply chains and advancing ethical sourcing. Despite shifting regulations and global headwinds, Mercedes-Benz stays the course with flexible production, long-term investment in electrification, and a clear commitment to responsible innovation. Read more: http://spkl.io/6048ffEMw #sustainability #rethinkeverything #lombardodier

From system changes to pain points – is this the era of economics-led sustainability? At Lombard Odier’s Transition Investment Summit, held recently in London, leading thinkers from across multiple disciplines joined invited delegates to explore the changing landscape of sustainable investments. With a keynote speech from renowned academic Professor @Mariana Mazzucato, and contributions from asset owners and experts in sustainable investment analysis, the Summit heard that political headwinds are changing the basis for the sustainability transition – but that the end destination remains unchanged. @Hubert Keller, Lombard Odier’s Senior Managing Partner, said: “Investors can debate many things, but we can’t debate the ‘end-game’. It is simply inevitable that we are moving towards an economic end-state that is fully decarbonised, has a neutral to positive footprint on nature, will be socially constructive, and also will be digitally enabled. At Lombard Odier, this is an investment conviction, and it’s what drives our investment thinking.” Discover more: http://spkl.io/6043f2sj3 #loimsummit #systemchange #rethinkeverything #lombardodier

In a world marked by fragmentation, volatility and generational change, private banking is being redefined. @Xavier Bonna, Managing Partner at Lombard Odier, shares how our model blends heritage with innovation to meet evolving client expectations. Sustainability is no longer optional – it's now essential. Technology enhances personalisation but never replaces human relationships. With a focus on active management, private assets, and family governance, we guide clients across generations with clarity and conviction. Read more here: http://spkl.io/6046fF4Yp #sustainability #tech #rethinkeverything #lombardodier