insights.

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.

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.

We examine the implications of President Trump’s latest tariff threats against NATO allies over their support for Greenland, including an increased European willingness to retaliate.

Independence, long-term vision, and personalised asset management are driving Lombard Odier's growth in Spain, one of its key European markets.

Optimise your wealth in the UAE: our experts explore tax, succession, and governance issues for investors and high-net-worth families

Discover how our investment convictions for 2026 sit against a backdrop of high asset valuations and a fast-changing global economy.

As AI power demands surge into 2026, liquid cooling is becoming the essential technology keeping data centres efficient, stable, and future-ready.

Wealth management in Switzerland: structuring, investment, taxation and intergenerational transfer. Find out about Lombard Odier's holistic approach.

We set out the results of our strategic research into the long-term economic and geopolitical implications of artificial intelligence.

Find out more about the trends in the real estate market in Switzerland and abroad. An analysis of investment prospects, tax impact, and strategies. 

We examine the potential impacts of the US strike on Venezuela, from emerging market volatility to the energy sector, and outline our tactical portfolio positioning.

What ties insurers and private asset managers together? We examine closer ties between the two, and the implications for investors.

Investing, like sailing, requires a balance of strategic objectives and tactical skill. We analyse three approaches to portfolio construction, and highlight the most powerful strategy for the long-run.

Discover the history and traditions of Geneva’s L’Escalade festival, from its roots in a 1602 act of resistance to its modern celebrations. Explore how Lombard Odier honours this defining moment in Genevan identity through cherished customs and shared heritage.

Lombard Odier earns an Effie Award for its bold campaign “Rethinking Through the Noise,” celebrating marketing effectiveness.

Discover how the classic car market is evolving, from global growth and off-market dynamics to generational shifts and Ferrari’s central role.

Geopolitics, tariffs, and next-gen expectations are reshaping the luxury sector. We examine how brands across fashion, watches, and automotive are adapting to shifting markets.

How should investors strategically position their portfolio for the years ahead? We adjust our Strategic Asset Allocation, a framework based on long-term expected returns.

What if technology finally made healthcare more human? French Assurtech unicorn Alan is reinventing access to care by means of transparency, prevention and ongoing innovation.

Our Senior Managing Partner, Hubert Keller, explains how pain points and superior economics are driving a sustainable economic shift, new investment opportunities, and Switzerland’s wealth management strength.

Diversity, NextGen, sustainability, AI: Édouard de Saint Pierre reveals how Lombard Odier is reinventing private banking and preparing the new generation of investors.

At our latest Rethink Perspectives, we examined how security, sovereignty, and fragmentation will reshape the global economy in 2026. In this new world order, how can portfolios be steered sustainably?

Can equities rally into year-end, and what’s the outlook for 2026? We examine our investment strategy and preferences, as we embrace a broader opportunity set.

Markets defied 2025’s volatility, but 2026 will bring more tests - tariffs, policy uncertainty, and high valuations. Our Outlook 2026 video examines the risks and opportunities for investors.

Discover how Marcus Archer steers Clearwater through today’s volatile M&A landscape, building trust with entrepreneurs, balancing AI with judgement, and scaling without losing culture.

Black Friday is evolving as AI tools and e-commerce challengers reshape the global retail landscape, while growing sustainability concerns highlight environmental trade-offs.

The product of five years of research, Dioxycle has developed a technology that can recycle CO2 into essential chemical compounds. A pioneering start-up supported by Bill Gates, committed to decarbonising global industry.

What will the UK Autumn Budget have in store – and how should investors view UK assets?

David Fournier appointed Head of French-speaking Switzerland. He succeeds Stéphane Pedraja as part of a long-standing transition plan.

America’s ageing dams are prompting a rethink of water management, where ecological, recovery, resilient infrastructure and social needs converge, offering long-term investment opportunities.