Opportunities in Philanthropy · the Lombard Odier Experience

Monday 24 September 2018

Brown's Hotel · Albemarle Street · Mayfair · London W1S 4BP


Lombard Odier is pleased to invite you to discuss new trends in philanthropy, and how we work
to seize them – building on a long record of experience, while innovating to take social impact to the next level.
In addition, guest speaker Richard Ross, will share his family’s journey with Rosetrees Trust,
a UK Medical Research Charity.

Please confirm your presence before Monday 17 September 2018.


    • 12.00 pm

      Welcome drinks

    • 12.20 pm


      Duncan MacIntyre · CEO UK · Lombard Odier (Europe) S.A.

    • 12.25 pm

      Opening Keynotes & Conversations: Philanthropy

      Dr Maximilian Martin · Global Head of Philanthropy
      Lombard Odier Group
      Mr Richard Ross · Chairman of Rosetrees Trust

    • 1.10 pm


    • 2.00 pm

      End of event


Dr Maximilian Martin · Global Head of Philanthropy · Lombard Odier Group

Dr Maximilian Martin · Global Head of Philanthropy · Lombard Odier Group

Dr Maximilian Martin is the Global Head of Philanthropy at Lombard Odier. In 2003, he created Europe’s first university course on social entrepreneurship. From 2004-2009, he created and led UBS’ philanthropic services and impact investing offering. In 2011, he founded Impact Economy. In 2013, the UK Cabinet Office invited him to write the Primer on impact investing “Status of the Social Impact Investing Market” for the G8 policy makers’ conference. In 2014, he created the Apparel Innovation Consortium (AIC), bringing financing and world-class manufacturing principles to  bear on the world’s #2 polluting industry that employs 80% women. Published by Springer in 2016, his book “Building the Impact Economy: Our Future, Yea or Nay” develops a comprehensive framework for creating sustainable new business approaches. Max holds an MA in anthropology from Indiana University, a MPA from Harvard University, and a Ph.D. in (economic) anthropology from the University of Hamburg. Employers and lecturing appointments have included McKinsey & Company, Schwab Foundation for Social Entrepreneurship, UBS, Harvard University, the University of Geneva and University of St. Gallen. He served as Founding Faculty in Residence at Ashoka U, training senior faculty in Asia and the Americas on social entrepreneurship, and serves on the advisory board of the Emmy Award winning series on climate change, “Years of Living Dangerously.”

Mr Richard Ross · Chairman of Rosetrees Trust

Mr Richard Ross · Chairman of Rosetrees Trust

Richard Ross is the grandson of immigrants who came to London at the start of the 20th Century. His father (Nat)  left school at 13 and his mother (Teresa) at 14, but being intelligent, thinking, hardworking people they slowly built up a business which Richard joined in 1967, having gained a degree in economics from LSE and qualified as a chartered accountant. The business was already successful by then and by 1987 when Nat and Teresa celebrated their Golden Anniversary it was even more successful.
Nat and Teresa wanted to give back to society so in 1987 they formed a charity (Rosetrees) to allocate part of the family wealth to helping others, less well off in society. Like many new charities there was a will to help others, but no detailed plan as to which precise area of charity or how this would be achieved. 
 Richard will describe the family journey from the concept to the practical implementation and hopes it will help anyone starting the path to philanthropy and if already engaged, some ideas as to how to achieve maximum impact for the amounts gifted.


Brown's Hotel
Albemarle Street
London W1S 4BP

your itinerary


Sarah-Jane Ind
T +44 (0) 203 206 6132