Lombard Odier | Schweizer Privatbank

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

Kann die Dynamik, die durch das Handelsabkommen zwischen China und den USA entstanden ist, anhalten? Der S&P 500 ist auf die Niveaus zurückgekehrt, auf denen er vor den Zollankündigungen vom 2. April notiert hat. US-Staatsanleihen bieten attraktive Chancen, und der US-Dollar scheint fair bewertet. Niedrigere Zölle, eine Erholung der Marktstimmung und mögliche Steuersenkungen in den USA dürften dazu beitragen, dass US-Aktien im Einklang mit globalen Aktien zulegen. Die Portfoliodiversifizierung auf Ebene der Regionen und Anlageklassen bleibt zentral: http://spkl.io/6043fFvIN #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 unterstützt Sie dabei, Ihren individuellen Weg zur optimalen Vorsorgestrategie zu finden. Laden Sie unseren „Leitfaden zur Vermögensoptimierung vor dem Ruhestand“ herunter und erfahren Sie, wie Sie schon heute Ihre Zukunft planen können. Erfahren sie mehr: http://spkl.io/6047fFnlZ #entrepreneurs #wealthplanning #rethinkeverything #lombardodier

In times of uncertainty, trust matters more than ever. Swiss private banking continues to offer high-net-worth individuals a unique combination of stability, discretion and long-term strategic insight. At Lombard Odier, we bring over 225 years of experience to help clients preserve, grow and pass on their wealth with solutions tailored to their goals, risk appetite and global footprint. From diversified portfolios and private market access to holistic planning, philanthropy and sustainable investing, we provide forward-looking strategies that empower our clients to build enduring legacies in a rapidly changing world. Discover how our personalised approach, global expertise and commitment to sustainability make us a trusted partner for the future: http://spkl.io/6042f0Way #banking #wealthmanagement #rethinkeverything #lombardodier

Lombard Odier is proud to sponsor the "Private Business of the Year" award at the 2025 UK Private Business Awards – a celebration of the most outstanding private businesses across the UK. At Lombard Odier, entrepreneurship is not just a value – it’s in our DNA. For almost 230 years, we’ve partnered with visionary founders and family businesses, helping them to grow, adapt, and thrive. As a privately owned bank, built by entrepreneurs for entrepreneurs, we understand the highs and lows of building a business, as well as its long-term legacy. "This sponsorship reflects our strong commitment to UK entrepreneurship and resonates with our identity as an independent, privately owned firm. We place entrepreneurs at the heart of our strategy and seek to be the private bank of reference for entrepreneurs and their families – not just today, but over the long term, generation after generation." says @Mark Goddard, CEO UK at Lombard Odier. #entrepreneurs #award #lombardodier

President Trump, tariffs, and Europe’s shock therapy: how do we navigate a shifting global order?The global economy is undergoing a major reset. Michael Strobaek, Lombard Odier’s Global CIO, explores how Trump’s return to the White House is speeding up a move from economic interdependence to strategic independence. Rising tensions between the US and China, new tariffs, and Trump’s unpredictability are reshaping global supply chains. At the same time, Europe is undergoing its own “shock therapy,” reducing reliance on US security and boosting investment in energy and defence. As the global order fragments, disruption brings opportunity. Strobaek urges investors to stay grounded, diversify, and stay agile amidst a “30-year world order being reshuffled in a matter of weeks.” Watch our video in collaboration with the @Financial Times and read more here: http://spkl.io/6041fxjBx #US #China #Europe #AI #economicoutlooks #rethinkeverything #lombardodier

What will it take to get global financial markets back on a stable footing? We take a look at the factors that have undermined their stability in recent weeks, and seven prerequisites that we think investors should monitor as signs that a sustainable rally is taking shape: http://spkl.io/6046fxGaa #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Why are US tariffs shaking the dollar? Are global currency markets reshaping in response? How will the dollar continue to react? We examine the impact on the US currency, and see value in havens such as the Swiss franc and Japanese yen: http://spkl.io/6048faMFs #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

The Trump administration’s tariffs have prompted a number of important questions for international investors. We believe the best answer is to avoid panic and chasing market events. We cushioned multi-asset portfolios through overweight allocations to government bonds, and reduced risk exposure by cutting equity allocations from overweight to neutral. There is value in a long-term perspective, and opportunity in fundamentally solid firms that have experienced unjustifiable sell-offs. As uncomfortable as they look now, the market dislocations of recent days offer opportunities, and will eventually settle down. Read more here: http://spkl.io/6047fa6MX #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Die USA haben einen radikalen Reset ihrer Handelspolitik angekündigt. Sie haben Importzölle gegenüber dem Rest der Welt verhängt, die höher sind als vom Markt erwartet. Wird es Verhandlungsspielraum geben? Könnten einige der Auswirkungen durch Steuersenkungen oder Deregulierung ausgeglichen werden? Wir analysieren die Folgen für die Gesamtwirtschaft und Anlagen: http://spkl.io/6047fveF7 #economicoutlooks #investmentinsights #rethinkeverything #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

Wie haben die Märkte auf Trumps Zollpolitik reagiert? Welche Chancen und Risiken ergaben sich für Anleger? Am Donnerstag, 15. Mai 2025, war @Nannette Hechler-Fayd'herbe, Chief Investment Officer EMEA sowie Head of Investment Strategy, Sustainability & Research bei Lombard Odier, um 07:17 Uhr auf SRF 1 im Format „Morgengast“ zu hören – der täglichen Sendung, die aktuelle Themen pointiert aufgreift. Sie nahm Stellung zu folgenden Fragen: - Warum haben sich die Märkte nach Trumps „Zollhammer“ so schnell erholt? - Wer waren die Gewinner und Verlierer dieser volatilen Phase? - Haben sich Prognosen über besonders betroffene Kleinanleger bestätigt? - Wird sich die Lage nach Trumps neuen internationalen Deals stabilisieren? - Worauf sollten Anleger jetzt besonders achten? Ein spannender Blick auf geopolitische Einflüsse, Marktpsychologie und strategisches Investieren – fundiert und direkt aus erster Hand. Nachhören lohnt sich: http://spkl.io/6040fF2ra #investment #rethinkeverything #lombardodier

This month’s Must-See Charts spotlight two big shifts that are reshaping the future of investing and our response to them. Private assets are unlocking long-term growth in clean energy, healthcare, and tech and the electrification boom is creating powerful opportunities as electricity demand surges. It is not just about riding out volatility, it is about strategically positioning for what’s next. See how it all connects – in one clear view: http://spkl.io/6046fF0s6 #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Wie entwickeln sich Aktien von Schwellenländern angesichts der Unsicherheit rund um den Handel mit den USA? Wir betrachten die Faktoren, welche die Aktienmärkte der Schwellenländer belasten – Märkte, die in der Vergangenheit eine enge Korrelation mit den US-Börsen aufgewiesen haben. Doch diesmal geht ein schwächerer US-Dollar nicht mit einem „risikofreudigeren“ Umfeld einher. Während sich die Folgen der Zölle allmählich in der Weltwirtschaft bemerkbar machen, sehen wir Chancen für eine Erholung der Schwellenländeraktien – sofern strukturelle und konjunkturelle Veränderungen eintreten: http://spkl.io/6047fLujX #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Sichere Häfen: Gibt es Alternativen zu Gold? Gold stand in den letzten Wochen im Fokus, da der Goldpreis ein Rekordhoch erreichte und dann wieder nachgab. Doch Gold ist nicht die einzige Option. Aufgrund der Volatilität des Goldpreises sollten Anlegerinnen und Anleger das Potenzial anderer Zufluchtswerte, namentlich des Schweizer Frankens und des japanischen Yen, nicht ausser Acht lassen. Wir vergleichen die Performance von Zufluchtswerten mit ihrer Entwicklung in der Vergangenheit: http://spkl.io/6047f0mx1 #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

At our recent LO Women Invest lunch at Browns Hotel, London, we explored "The Psychology of Wealth" with a remarkable group of CEOs, female entrepreneurs, and family office representatives for a dynamic exchange of ideas. @Nannette Hechler-Fayd'herbe, our CIO for EMEA, delivered a clear, data-driven talk on overcoming barriers that often hold women back from investing – from complex jargon to the pressure to fully master the topic before getting started. She encouraged early action, tailored strategies across life stages, and highlighted current opportunities in fixed income for diversification. Senior Wealth Planner @Izzy Holgate offered a fresh perspective on family governance. Using a cruise ship analogy, she illustrated how different family members play different roles and stressed the importance of aligning on shared values and long-term investment goals. Her message: wealth can be more than financial – it’s often the emotional glue that holds families together. The event sparked insightful and lively conversations, underscoring the power of community and peer learning in navigating wealth management. #lowomeninvest #economicoutlooks #investmentinsights #macroeconomics #lombardodier

Welche Rendite sollen Anlegerinnen und Anleger für das zusätzliche Risiko eines Investments in Aktien statt Anleihen erwarten? Die sogenannte Aktienrisikoprämie (Equity Risk Premium, ERP) hat sich aufgrund der Handelskonflikte verändert. In den USA ist die ERP gestiegen, bleibt jedoch unter dem historischen Durchschnitt. Handelsunsicherheiten belasten die Gewinnerwartungen der Unternehmen und bewirken eine Neubewertung der Aktienkurse. Lesen Sie hier mehr zum Thema: http://spkl.io/6046fLq5n #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

In einem wirtschaftlichen Umfeld voller Volatilität ist es nachvollziehbar, dass Anleger zu vorschnellen Entscheidungen neigen. Doch gerade in solchen Phasen ist Weitblick gefragt. Bei Lombard Odier bauen wir auf eine 228-jährigen Geschichte und wählen bewusst einen anderen Weg. Wir sind überzeugt: Je schneller sich die Welt verändert, desto wichtiger ist es, innezuhalten, den Überblick zu bewahren – und langfristig zu denken. Ein klarer Anlagehorizont ist dabei entscheidend. Deshalb führen wir eine solide, liquide und konservativ investierte Bilanz. Unsere CET1-Kapitalquote liegt bei 32 % – einem der höchsten Werte der Branche und deutlich über dem Durchschnitt vieler Mitbewerber. Denn nur, wer auf einem stabilen Fundament steht, kann auch in turbulenten Zeiten nachhaltig wachsen. Mit einem AA-Rating von Fitch – der bestmöglichen Bewertung für eine Bank unserer Grösse –, einer stark kapitalisierten Bilanz und unserem klaren Bekenntnis zur langfristigen Vermögenserhaltung und -entwicklung, sind wir bestens aufgestellt, um Sie durch aktuelle und zukünftige Herausforderungen zu begleiten. Besuchen Sie uns in Zürich oder Zug – und setzen Sie auf Stabilität und Weitblick. Wir beraten Sie gerne persönlich. Erfahren Sie mehr: https://lnkd.in/eMBzgRMP #banking #wealthmanagement #rethinkeverything #lombardodier

What are the prospects for the US economy, and can US financial assets, from the dollar to Treasury bills, recover? We take a look at the odds of US assets bouncing back from the extreme volatility of the past few days: http://spkl.io/6040fxuT6 #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Why should everyday products like plastics and perfumes still rely on fossil fuels? This question was the catalyst for the creation of @Bloom Biorenewables, a Swiss green tech company transforming wood into renewable, high-performance alternatives. By tapping into underused plant components like lignin and hemicellulose, Bloom is developing sustainable inputs for fragrances, resins, and food additives. From lab research to a CHF 13 million Series A, Bloom is now scaling up its impact. In this interview, co-founder @Remy Buser discusses the technology, the challenges of industrialisation, and why “de-fossilisation” is key to a net-zero future. Read the full story here: http://spkl.io/6042fa6Yp #tech #wood #recycling #sustainability #rethinksustainability #rethinkeverything

At our recent event on real estate opportunities, hosted by @Patrice Gras, Head of Swiss Client Relations in Geneva at Lombard Odier, we explored the multifaceted dimensions of a sector undergoing significant transformation. From investment opportunities and tax strategies to environmental challenges, real estate is reshaping our landscapes and lifestyles. Our experts explored the key issues impacting this field, especially for entrepreneurs, focusing on the intricacies of tax and legal frameworks and the benefits of options such as contributing assets to a real estate fund. Whether considering a heritage acquisition, a secure investment, or a broader investment strategy, their analyses skillfully balanced opportunity with caution. From wealth planning to credit and in-depth tax comparisons, the discussions provided a wealth of information and insights. #investmentinsights #rethinkeverything #lombardodier

The US has announced a radical trade reset, imposing import duties on the rest of the world that exceeded market expectations. Will there be room for negotiation? Could some of the impacts be offset by tax cuts or deregulation? We examine the macroeconomic and investment implications of this historic shift in trade policy: http://spkl.io/6044fveeM #economicoutlooks #investmentinsights #rethinkeverything #lombardodier