insights.

Fondation Lombard Odier is celebrating its 20th anniversary and underlining its long-term commitment to strategic philanthropy with a new environmental programme. Building on two decades of experience in targeted project funding, from 2025 the Foundation will support international initiatives that combine climate protection with tangible social benefits.

We examine the prospects for the US dollar and Treasury bonds after the approval of the Trump administration’s budget.

What trends are family offices experiencing today? Our experts outline the challenges facing wealthy families, and offer advice for multi-generational success.

How do luxury brands balance sustainability objectives with growth? Some firms, such as Piaget, owned by the Richemont group, now see sustainability as essential to customer loyalty and business success.

Geoffroy de Ridder, Head of Technology and Operations at Lombard Odier, shares with The Wall Street Journal how the bank partnered with MongoDB to modernise 250 applications and future-proof its core infrastructure.

The US budget, now passed by Congress, implies an even larger deficit and does little for the American economy. We keep our US economic outlook unchanged.

In the face of geopolitical fragmentation and the slowdown in the US, Europe must reset its priorities. What are the implications for investors? A look back at our most recent Rethink Perspectives event.

Lombard Odier was proud to join three high-profile sustainability events during London Climate Action Week 2025 to bring forests to the heart of climate discussions and help shape the future of nature finance.  

This week we look at the evolution of sustainable investments and how the sector is proving resilient as it adapts to policy instability and pressures.

We examine market impacts of the Iran-Israel conflict and explain why staying invested may be the right move in 2025.

Markets face a new paradigm as US policies reshape global trade and geopolitics. How can investors navigate the risks? Discover our new investment strategy video.

Tax reforms, cybersecurity and business succession: what challenges do Swiss entrepreneurs from the Canton of Vaud face in 2025? We take stock of the situation and consider the obstacles ahead.

Given policy uncertainties and geopolitical tensions, we offer ten investment convictions for the rest of the year.

Luxury assets like wine and watches are moving from collector’s cabinet to portfolios. We explore what’s driving HNWI interest – and the planning needed behind the passion.

In a column for Le Temps, Marc Palahí, Chief Nature Officer at Lombard Odier Investment Managers, explores how investing in nature can transform the economy while tackling climate challenges.

Luxury assets like art make up 20% of UHNWI wealth. We explore global art market trends with Guillaume Cerutti, Chairman of the Board of Christie’s International and President of the Pinault Collection.
 

Trade wars, rare earths, and tech innovation are fuelling a new EV arms race. China leads the charge as legacy automakers scramble to stay in the game.

We examine two scenarios for the Israel-Iran hostilities – escalation and a more likely contained conflict. 

The UK’s transition from the Non-Dom regime to FIG introduces significant tax reforms for HNWIs, necessitating careful planning and compliance. Hear more from our experts.

We look at July’s parliamentary election in Japan, the implications for monetary policy, sovereign bond yields and the equity market. 

AI is revolutionising wildfire response through early detection, prediction, and modelling–offering scalable, high-impact solutions to a growing global threat.

The world’s oceans are one of our most precious natural resources and a vital carbon sink. On World Oceans Day 2025 we look at how we can build a sustainable ‘blue economy’ that creates jobs and growth while restoring marine ecosystems.

In a fragmented, multipolar world, long-term equity investments must reflect evolving geopolitical dynamics. Six thematic strategies—longevity, new gen, technology, net zero, nature, and infrastructure—offer focussed, adaptive opportunities amid structural shifts.

As climate disasters surge, investors face new risks – but also a chance to back the sectors leading the transition to a more resilient, low-carbon world.

With markets repricing global assets after a volatile first half of the year, we offer our macroeconomic and asset class expectations for the rest of 2025. 

Wealth is changing hands and priorities. Lombard Odier Italy’s Managing Director, Alberica Brivio Sforza, explores this shift, the rise of women investors, and how values and ESG are reshaping family wealth.

Sabine Heller and Nannette Hechler-Fayd’herbe tell finews.first why entrepreneurs should avoid viewing their retirement planning in isolation from the rest of their wealth.

Will China become the world’s leading superpower? Read more on how Trump’s tariffs, geopolitical pressures and protectionism continue to redesign global trade.

This week we examine whether the US legislation now before the Senate can boost the outlook for the US economy. 

In an interview with Lombard Odier, Hendrik Heitsch, Director Compliance Programs & ESG at Mercedes-Benz, shares how the company is embracing electrification, sustainability, and innovation to reshape the future of mobility.

In this interview, Marc Palahí, Chief Nature Officer at Lombard Odier, calls for the appointment of Chief Nature Officers able to rethink global finance around planetary limits, channel capital toward nature-based solutions and transform an economic model that is no longer fit for purpose. 

Discover how to make your business transfer in Switzerland a success. Legal, tax, financial and emotional factors all play a role. Experts share key strategies, real life insights and actionable steps to future-proof transactions.

Can stock markets keep up their momentum? We see record share buybacks, sound capex programmes and diminished macroeconomic risks supporting high, single-digit potential.

Despite political pushback, the sustainability transition is accelerating. At Lombard Odier’s Transition Investment Summit, experts identified key investment opportunities in energy, health, nature and tech.

In a conversation with Adel Barakat, our Global Head of Wealth Planning, we sought to understand how to plan a successful wealth transfer, the main challenges in this sensitive process and the mistakes to avoid.  

Xavier Bonna shares his vision for private banking, focussing on sustainability, AI and tech, and holistic, multigenerational wealth management.

After the rebound in US equities, we examine how trade agreements and improving investor sentiment impacts the outlook for US assets.

Our key charts for May 2025 highlight how shifting macroeconomic conditions are accelerating the strategic role of private assets and driving long-term investment opportunities linked to electrification.

Gold prices are volatile, but the precious metal still plays an important diversification role in portfolios. We examine its historical performance alongside that of other alternative havens. 

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?

Despite Trump’s climate rollback, global momentum for clean energy and sustainable growth continues to accelerate, driven by innovation and economics. We examine what’s driving the shift forward.

We look at the impact of higher policy uncertainty on implied equity risk premia (ERP), or the extra return investors expect for owning stocks rather than bonds.

AI can accelerate the transition to a sustainable future. Discover how artist Sofia Crespo is using technology to reconnect us with nature and rethink our relationship with it.

Frédéric Rochat discusses Lombard Odier’s aims to be a “one-stop shop” for Brazilian clients, combining global research with domestic portfolio support.

Discover how private banking in Switzerland offers stability and expert guidance for high-net-worth individuals looking to protect and grow their wealth amidst market volatility.

We look at the trade and economic uncertainties surrounding emerging equities and their valuations, along with the potential for growth.

Michael Strobaek, Global CIO at Lombard Odier, explores the implications of Trump’s tariffs for China and Europe, and how investors should approach asset allocation as uncertainty deepens.

Can the US economy avoid a contraction, and will US financial assets recover? We look at the recent volatility, and the tools to combat it.

What signs should investors be looking for to indicate that a sustainable market rally is underway in financial assets?

The US dollar’s weakness since US tariff announcements reflect the risk to American economic growth and inflation. We examine the implications, and set out our haven preferences.