insights.

In a conversation with father and daughter, Nick Dunn and Stephanie James Dunn, we explore how succession, stewardship, and patient investment have sustained this family business across four generations.

How do I invest in Swiss real estate? Our experts provide three key explanatory graphs along with details about real estate funds and imputed rental value. 

Preparing for your retirement is not just a matter of calculating your pension and setting a departure date: a strategic approach is needed. This transition, often an international one, affects a range of issues: personal, professional, wealth and tax. Is your wealth aligned with this next chapter?

In this series dedicated to the charts that guide investment decisions, we focus on the expected performance across different asset classes over the next 10 years, as well as our currency forecasts for the same period.

Lombard Odier wins Best Private Bank in Europe, the Middle East, France, and Switzerland at the 2026 Euromoney Awards, reinforcing its leadership in independent private banking.

Lombard Odier wins World’s and Europe’s Best Private Bank for Succession Planning at the 2026 Euromoney Awards, recognising our holistic, multi generational expertise.

How will the end of tax on imputed rental value affect property owners? Samuel Meylan, Head of Tax and Legal Advice for Clients Resident in Switzerland at Lombard Odier, explores the key implications of this change. 

Discover the advantages of private banking with Lombard Odier: Swiss stability, bespoke wealth management, sustainable investing, private assets, and global expertise.