Lombard Odier | Swiss Private Bank Since 1796

During our last Rethink Perspectives event, we had the privilege of meeting at the Chandoline Hydraulic Power Station, an iconic location in the Sion landscape, which hosted the Biennale Son – the largest contemporary art fair in Switzerland in autumn. In this unique setting, Jean-Paul Felley, curator and director of the Biennale, shared his vision of an art that challenges our ways of listening, perceiving, and feeling, in resonance with the history of the building and the artworks on display. This moment of artistic reflection also provided an opportunity to address the major economic issues of the moment. @Serge Fehr, Head of the Swiss Domestic Region at Lombard Odier, and @Samy Chaar, PhD, Chief Economist and CIO Switzerland, outlined the driving forces behind this changing regime: the end of a cycle of American outperformance, Europe’s inertia, and a return to the role of the State as a buffer in times of crisis. In this context, is the current slowdown at risk of turning into a recession? Does Europe have the means to reclaim its sovereignty in key sectors such as energy, technology and defence? And, above all, how should portfolios be structured in today’s unstable, fragmented world? These questions were addressed with clarity and commitment, in a place where industrial heritage and contemporary creativity converge to fuel reflection. More here: http://spkl.io/6044Ar16a #biennaleson #economicoutlooks #investmentinsights #macroeconomics #rethinkperspectives #rethinkeverything #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

What are Lombard Odier leaders reading this summer? For the second edition of our "LO Summer Reads" series, we are delighted to feature @Nannette Hechler-Fayd'herbe, CIO EMEA at Lombard Odier. This summer, Nannette has chosen two inspiring titles that have shaped her thinking on leadership and management. The first, "The Future of Management" by Gary Hamel, highlights real-world examples of alternative management models rooted in strong leadership convictions. “I found it incredibly inspiring,” she notes. Her second recommendation, "The Making of a Manager" by Julie Zhuo, offers clear, practical advice and relatable examples for managers at all levels, a valuable read whether you're starting out or looking to refine your approach. These two books offer complementary perspectives on how leadership can evolve in today’s dynamic world. #reading #summer #rethinkeverything #lombardodier

What do recent tax relief cuts mean for entrepreneurs in the UK? The UK’s capping of longstanding Business Property Relief and Agricultural Property Relief rates leaves many entrepreneurs and farmers – who might previously have expected to pass on their business to their heirs free of inheritance tax – facing the prospect of leaving behind potentially crippling tax bills. In response, some entrepreneurs are considering an early business sale – others are planning to gift their business to heirs during their lifetime. An increase in lifetime gifting makes family governance and succession planning all the more important – to give businesses the best chance of long-term success and ensure sufficient distribution for founders after their exit. Discover more: http://spkl.io/6044AJey2 #tax #entrepreneurs #wealthplanning #lombardodier

As we celebrate Swiss National Day 2025, we extend our warmest wishes to our clients and partners in Switzerland and around the world. At Lombard Odier, this is a moment for reflection, not only on our heritage, but on the core values that continue to guide us. Despite today’s economic uncertainties and geopolitical volatility, we remain deeply committed to shaping a future grounded in stability and long-term thinking. We are convinced that investing with purpose is essential for building resilient, forward-looking portfolios for our clients. As we look ahead, we do so with the conviction that, together, we can build a prosperity that endures for generations to come. #switzerland #swissnationalday #rethinkeverything #lombardodier

How green is your ice cream? Food production is responsible for one quarter of global greenhouse gas emissions. Though ice cream is just a tiny part of that, its reliance on the dairy sector means it has an outsized impact, especially when it comes to methane emissions. Italian gelato giant Sammontana is changing that, leading the industry in cutting emissions from energy and food inputs, slashing waste, and shifting to circular business models – already the company has achieved 98% waste recovery; their vegan Amando gelato cuts CO₂2e emission by 32%; and they are set to use only 100% renewable energy by 2027. Their holistic approach to sustainability touches every layer of the value chain – from farm to freezer – creating a blueprint for the wider food industry, as they aim to produce ice cream where every scoop contributes to a cooler, cleaner economy. Discover more about Sammontana’s ‘quiet revolution’: http://spkl.io/6042Ay6eG #food #sustainability #rethinksustainability #lombardodier

Which books are inspiring Lombard Odier’s leaders this summer? In the second instalment of LO Summer Reads, Frédéric Rochat, Managing Partner at Lombard Odier, shares a thought-provoking book that’s given him pause this season: What Went Wrong with Capitalism by Ruchir Sharma. This compelling analysis explores how excessive government intervention has contributed to slower growth, widening inequality, and eroding trust. “Sharma offers a clear, data-driven perspective on the global economy’s structural challenges,” says Frédéric. “It’s a timely reminder that true resilience depends on strong governance, innovation, and disciplined markets.” #reading #summer #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

How can UK entrepreneurs be best supported in a time of economic and political uncertainty? Lombard Odier is stepping up its focus on UK entrepreneurs as part of a broader plan to grow its domestic business and support the next generation of wealth creators. Despite today’s uncertainties, we see long-term potential for growth in the UK’s entrepreneurial landscape. Under UK Chief Executive Officer @Mark Goddard, we aim to engage business owners earlier in their journey – before exit or IPO – offering tailored support across succession, ownership, and post-liquidity planning. We believe entrepreneurs need more than investment advice – they seek connection, guidance, and purpose. Discover how Lombard Odier is positioning itself to meet that demand: http://spkl.io/6045AKdOJ #uk #entrepreneurs #wealthplanning #lombardodier

Swiss tax reforms in 2025: what to expect From income tax cuts in Geneva and Vaud to upcoming debates on rental value rules and federal proposals around lump-sum retirement withdrawals, 2025 is shaping up to be a pivotal year for Swiss taxpayers. Some changes have already taken effect, while others await the outcomes of referendums and parliamentary debates. What’s clear, though, is that Switzerland’s tax landscape is evolving rapidly. Discover how we help families and entrepreneurs prepare for change with tailored advice and forward-looking strategies: http://spkl.io/6046AJ3Ly #tax #switzerland #entrepreneurs #lombardodier

Quelle est la véritable empreinte écologique de votre glace ? La production alimentaire est responsable d’un quart des émissions mondiales de gaz à effet de serre. Bien que la production de glaces n'en représente qu'une infime partie, sa dépendance au secteur laitier en accroît fortement l'empreinte environnementale, notamment en ce qui concerne les émissions de méthane. Le géant italien du gelato, Sammontana, est en train de changer la donne. Leader dans la réduction des émissions liées à l’énergie et aux matières premières alimentaires, l’entreprise diminue ses déchets et adopte des modèles économiques circulaires. Sammontana affiche déjà un taux de valorisation des déchets de 98 %, son gelato végétal Amando réduit les émissions de CO₂e de 32 %, et s'engage à n'utiliser que de l'énergie 100% renouvelable d’ici 2027. Cette approche holistique de la durabilité couvre chaque maillon de la chaîne de valeur – de la ferme au congélateur – et constitue un véritable modèle pour l’ensemble du secteur alimentaire. Leur objectif : produire une glace dont chaque portion contribue à une économie plus fraîche et plus propre. Découvrez la « révolution silencieuse » de Sammontana : http://spkl.io/6041Ay6e1 #food #sustainability #rethinksustainability #lombardodier

How are geopolitics, tariffs, and central bank policy shaping investor strategy in today’s world? @Nannette Hechler-Fayd'herbe, CIO EMEA at Lombard Odier, joins @Yousef Gamal El-Din on his podcast "You’re in Business" to discuss how Europe is positioning itself, the ripple effects of US trade policy, and the shifting dynamics of global asset allocation. A former Bloomberg anchor, Yousef conducts thoughtful and informed conversations with leaders at the forefront of finance and policy. Don’t miss this insightful exchange: http://spkl.io/6046AHyky

How can families preserve wealth, with purpose, across generations? Trusts and Waqfs, rooted in Anglo-Saxon and Islamic traditions, offer distinct yet aligned approaches to long-term wealth planning. As families become increasingly international, and their needs evolve, these centuries-old tools are more relevant than ever. Discover how each structure supports succession, governance, and values-driven legacy: http://spkl.io/6043AGIQB #wealthplanning #rethinkeverything #lombardodier