insights.

How has Sweden been so successful in nurturing tech champions? And in a strategic race to dominate AI led by the US and China, what role will Europe play? These were some of the questions explored at a Lombard Odier Founders Reception event co-hosted in London with the Swedish Chamber of Commerce for the UK.

Europe enters this new energy shock from a stronger starting point than in 2022. But a potential policy mistake from the European Central Bank could damage growth – we assess the outlook.

We review our portfolio positioning and investment opportunities in the light of historical geopolitical events, and likely scenarios.

In December 2016, an investigation was opened in Switzerland against Banque Lombard Odier & Cie (the ‘Bank’) for alleged money-laundering in relation to the ‘Uzbek case’.

We examine the Middle East conflict’s impact on Asia’s economies. While China’s energy resilience supports growth, others are more import-dependent and have fewer options to offset higher prices.

Macroeconomic outlook and asset tokenisation: we look back at two cross-cutting analyses, from investing in an increasingly fragmented world to structural changes in finance.

Global markets face near-term challenges, yet strengthening visibility and steady growth expectations underpin a constructive view for 2026. Explore more in this exclusive byline for The Business Times by John Woods, our Asia CIO. 
 

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.

From earnings and bubble risks to hyperscaler capex and China tech, discover the key takeaways from our webinar on the next phase of the AI cycle.

Lombard Odier Group announces that its new global headquarters in Bellevue, Geneva, has been awarded the prestigious BREEAM Outstanding certification with the highest score in Switzerland (95.2%).

This week, we look at how sustainable solutions are gaining momentum as the Middle East conflict pushes governments to address their energy and food security risks.

In this interview, Fabio Mancone, Partner and Chief Branding Officer at Lombard Odier, explores why stability must be rethought and how Lombard Odier is redefining wealth management branding for a changing world.

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.

We analyse the costs and benefits of equity hedging, versus the merits of portfolio diversification.

Lombard Odier France publishes a study conducted with HEC Paris Junior Conseil on the long-term continuity of family businesses. In France, family-owned companies represent nearly 65% of GDP and around 70% of employment. Yet intrafamily succession remains marked by significant paradoxes.

Geopolitics is defining markets in 2026, yet disciplined analysis helps investors separate noise from true economic impact. Explore more in this exclusive byline for The Business Times by John Woods, our Asia CIO. 

What would an oil shock look like by region? And what happens to our macroeconomic forecasts under our base scenario of a limited duration conflict in the Middle East?

Lombard Odier writes to Rachel Reeves warning that rising taxes, red tape, and recent policy changes are making the UK a harder place to invest and reinforcing concerns that the Government is anti-business rather than pro-growth. Read the article published in the Sunday Telegraph.

Find out how to choose the ideal private bank for your wealth management needs. Essential criteria, mistakes to avoid, and advice for a successful partnership.

Women retire with less pension income across all major economies, but early planning and informed decisions can narrow the gap. Explore insights from our global review.

Experts and thought leaders examine how US–China technological rivalry, energy risks, and the race for AI leadership are reshaping global growth and investment

For the first time, Lombard Odier Asia wins two accolades at the 15th Asian Private Banker Awards for Distinction 2025, reinforcing our position as a trusted wealth management industry leader. 

The largest wealth transfer in history is under way. Now, Millennials and Gen X are redefining wealth management through sustainability, diversification, and long-term vision.

This week we look at the pressures on the software sector, and its prospects, as AI challenges business models.

We analyse the conflict in the Middle East, its energy‑market risks, and potential macro and market implications under two scenarios - limited and severe escalations.

Japan's offshore wind energy is evolving, with policy reforms and deep-water potential offering meaningful long-term opportunities as the nation shifts toward a cleaner energy future.

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. 

We examine the impact of President Trump’s new global tariffs by country and sector, as well as geopolitical risks and their investment implications.

US–China rivalry, fragmentation, and Europe’s fiscal reawakening: our experts analyse emerging investment cycles in a world increasingly shaped by security imperatives and shifting power dynamics.

Read our 2025 full-year results. Client assets increased, and AuM stood at a record high of CHF 223 billion at the end of December 2025, lifted by solid net new money and top quartile investment performance delivered for clients. 

In this Viewpoint we look at US-Iran tensions, and why our base case remains for a negotiated solution.

Fine and high jewellery are being reshaped by sustainability, technology, and shifting consumer values. From lab-grown diamonds to blockchain provenance, trust now rests on verification – reinforcing jewellery’s role as a resilient luxury asset.

At Rethink Perspectives in Madrid, Lombard Odier experts shared their analyses on the economic and financial outlook for 2026: inflation, technology, currencies, gold, productivity.

We present our long-term, risk-adjusted return expectations for the major asset classes. These are shaped by our macroeconomic assumptions, and underpin our portfolio construction.

This week we highlight the fourth quarter’s strong earnings season, with investors rewarding clear AI monetisation, broadening US leadership, and outperforming emerging markets.

Lombard Odier received the WealthBriefing Swiss Award 2026 for Best Customer Facing Digital Capabilities, recognising its My LO platform and continued investment in client-focussed digital solutions.

We set out the reasons for our recent upgrades to the growth outlooks for the US, euro area and Chinese economies.

How should investors consider the role of sovereign bonds in portfolios? We look at changing demand dynamics, an evolving portfolio role – and the ongoing appeal of the asset class for domestic investors.

In a volatile geopolitical landscape, staying invested remains key. Explore why emerging markets, quality dividends, fixed income, and convertibles offer compelling opportunities in 2026.

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

From US isolationism to the rise of emerging markets, Lombard Odier experts explore how investors can navigate geopolitical upheaval and a changing global order at our latest Rethink Perspectives event.

Our Luxembourg entities will move into a new building in the Cloche d’Or district by the end of 2027. The modern, bright space will welcome clients and nearly 300 employees, reflecting the Group’s commitment to sustainability and innovation.

Asia and emerging markets may lead global performance in 2026 - supported by growth resilience, compelling valuations and selective opportunities across equities and credit. Discover more in this month's byline by John Woods, our Asia CIO, discusses why the base case for Chinese equities into 2026 is constructive, but notes that risks remain.
 

Global instability is rippling through markets. How are we investing for the new world order? Watch our latest video with Samy Chaar, Chief Economist, CIO Switzerland.

Can China’s economy remain resilient in 2026? We examine a stable outlook that benefits emerging market assets, supported by more fiscal stimulus and rising AI investment.

Lombard Odier’s Frédéric Rochat explains why illiquid assets require a personalised approach and why Italy is increasingly attractive to investors.

Discover the five sustainability trends shaping 2026 – from modular clean tech and AI breakthroughs to predictable power, land regeneration, and the shift to proactive healthcare.

We explore the deeper market effects of geopolitical shocks. A robust and disciplined strategic framework goes beyond the headlines to position portfolios to weather such events.