Lombard Odier | Swiss Private Bank Since 1796

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

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

In a recent interview with @Valor Econômico, Frédéric Rochat, Managing Partner at Lombard Odier, discussed how the Swiss private bank is strengthening its presence in Brazil’s dynamic wealth management market. After entering the market in 2020 to support offshore investments, Lombard Odier is now expanding into onshore advisory, offering Brazilian clients a unified wealth management experience, both locally and globally. With over USD 200 billion under management, and a boutique presence in Brazil, Frédéric Rochat explains that Lombard Odier is staying true to its philosophy of long-term, personalised wealth stewardship, prioritising deep relationships over product-led models, especially in today’s high-rate environment. Read the full interview here: http://spkl.io/6042fIIVk #brazil #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

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

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

We are honoured to have won four @Euromoney Private Banking Awards for our Middle East offering, including Best Pure Play Private Bank, and Best for Discretionary Portfolio Management, both for the Middle East and the UAE. These awards reflect our commitment to delivering bespoke, high-performing wealth management solutions, from our long-term investment philosophy to our innovative Shariah-compliant discretionary mandate. "Having the ability to tailor investment solutions for our clients in line with our House View is a key differentiator for us. The positive economic and demographic trends we are witnessing across the Middle East confirm that our strategy to be close to our clients is the right one, by offering both onshore and offshore coverage," says @Ali Janoudi, Head of New Markets at Lombard Odier. Find out what sets us apart: http://spkl.io/6049fvw0W #awards #banking #wealthmanagement #rethinkeverything #lombardodier

What does it take to age with vitality and serenity? At Lombard Odier, we believe the key is preparation – nurturing both our health and our wealth. After all, longevity isn’t just about living longer; it’s about ensuring quality of life, both physically and financially. Our recent LO Women event in Lausanne, "Prévention et Prévoyance", brought this vision to life. Hosted by @Nathalie Dubroca and @Véronique ROSSIRE POT, Private Client Relationship Managers, it explored how proactive health prevention – including insights into the gut microbiome – can foster lifelong well-being. We also shared expert strategies for managing wealth with confidence, ensuring financial peace of mind for the years ahead. By combining health prevention with thoughtful financial and wealth planning, we lay a strong foundation for navigating each stage of life. #lowomen #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

Senior executives: retirement planning is a matter of strategy. How can you structure your wealth effectively? What should you do with your stock options? What are the implications of relocating abroad? To help you ask the right questions and set clear priorities, explore our latest publication: “A practical guide to optimising your assets before retirement.” Read more here: http://spkl.io/6045fFneb #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

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

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

We’re proud to have been named the UK’s Best Pure Play/Boutique Private Bank and the UK’s Best for Succession Planning at the Euromoney Private Banking Awards 2025. These awards highlight our commitment to bespoke wealth management, expert succession planning and a long-term approach to investment, helping UK clients at home and abroad manage and transition their wealth across generations. "We're thrilled that our Lombard Odier UK team has won this award. As a boutique advisor to UK entrepreneurs, executives, and family offices, we're delighted that Euromoney has recognised our firm's excellence. We thank our clients and external network for their trust and look forward to further growth in 2025," says @Mark Goddard, CEO UK at Lombard Odier. Discover why we’ve been recognised: http://spkl.io/6047fvRov #awards #banking #wealthmanagement #rethinkeverything #lombardodier

What is the impact of the UK's fiscal adjustments on its economy? Could the UK follow Germany’s lead with a ‘whatever it takes’ pledge to invest in the country’s infrastructure? We look at how slowing growth, higher sovereign yields and the UK government’s own spending rules have undermined its ability to respond to new budget demands, and the urgent need to expand the economy: http://spkl.io/6044fvHl6 #economicoutlooks #investmentinsights #rethinkeverything #lombardodier