insights.

Harvesting the Magic Money Tree
investment insights

Harvesting the Magic Money Tree

A twenty-year-old economic theory is challenging conventional thinking on debt. Modern Monetary Theory promises spending solutions as the US enters an election year. 

Swiss sustainable finance helps amputees in the DRC walk again
In the newsphilanthropy
In the newsphilanthropy

Swiss sustainable finance helps amputees in the DRC walk again

Orthopedic hospitals in DRC, Mali and Nigeria are under construction thanks to a pioneering social humanitarian bond we supported in 2017, in partnership with the Red Cross. Discover an in-depth report on the project’s development in Le Matin Dimanche and hear more about the rehabilitation of victims of war.

On the brink? US-Iran tensions and their impact on oil, gold and equity markets
investment insights

On the brink? US-Iran tensions and their impact on oil, gold and equity markets

Rising US-Iran tensions are weighing on markets. What kind of impact should investors expect on oil, gold and equity markets, and how can they best protect their portfolios against geopolitical uncertainty?

Investors’ growing appetite for alternative proteins
FT Rethinkfood
FT Rethinkfood

Investors’ growing appetite for alternative proteins

The demand for food protein is rising and investors are looking at what is a fast-growing market. But despite the potential, the industry shows some substantial downsides. Discover the problems in our video with the Financial Times.

EM FX Monthly: Modestly constructive against a wall of worry
investment insights

EM FX Monthly: Modestly constructive against a wall of worry

Recent de-escalation of trade uncertainties should lead to better emerging market currencies performance in 2020. But selectivity is key. Discover our new FX publication, which discusses the EM FX outlook.

Testing Swiss resilience
investment insights

Testing Swiss resilience

Switzerland’s export-oriented economy has slowed dramatically and monetary policy looks set to continue little changed. We look at the implications and outlook for Swiss assets and the franc.

Integrate your plans for retirement and succession
In the newswealth management
In the newswealth management

Integrate your plans for retirement and succession

Almost a quarter of Swiss entrepreneurs plan to sell their company within the next five years. How can they pass down their business? How can they optimise their tax situation? And how can they plan for retirement? Read more from one of our experts her.

How to benefit from Pillar 2 buybacks and tax savings
In the newswealth planning
In the newswealth planning

How to benefit from Pillar 2 buybacks and tax savings

Occupational pensions give you the opportunity to increase your retirement capital while benefiting from tax deductions, whether you are an employee, a business owner or self-employed. Here's how and why.

Q1 2020 Outlook: Post-trade shock hangover
investment insights

Q1 2020 Outlook: Post-trade shock hangover

In 2020, growth will remain slow and yields low. Discover how we position our clients’ portfolios for the challenges ahead.

Lombard Odier supports the IIGCC global investor statement to governments on climate change
corporate

Lombard Odier supports the IIGCC global investor statement to governments on climate change

Lombard Odier supports the updated version of the Global Investor Statement to Governments on Climate Change (IIGCC), issued at the COP 25 and endorsed by a record-breaking 631 investors. As asset managers, we believe it is vital we use our influence to help reduce the systemic risks climate change represents, but also to help accelerate the transition towards a more sustainable economy.

The UK election and the end of the beginning?
investment insights

The UK election and the end of the beginning?

How likely is the Conservatives’ victory on 12 December 2019, and what should investors do if the outcome is a hung parliament? What’s the outlook for the economy and UK assets? 

How embracing adaption keeps us close to the client
corporate

How embracing adaption keeps us close to the client

Our Managing Partner, Alexandre Zeller, gave a speech on the future of Swiss private banking at the British Swiss Chamber of Commerce in Zürich last week. “The Swiss banking industry will flourish in the future as long as it continues to anticipate change and provide value-adding services to clients,” he said.

Salary or dividends – what position should you take in the new tax environment?
In the newswealth management
In the newswealth managementwealth planningentrepreneurs

Salary or dividends – what position should you take in the new tax environment?

Gilles Panchard, Financial Planner and Gerard Leyvraz, Tax Advisor at Lombard Odier Patrimonia analyse the tax treatment of companies and business owners in Switzerland as well as the pension provision challenge. Salary or dividends? Our experts analyse the best strategies to adopt.

Emerging economies, where next?
investment insights

Emerging economies, where next?

Emerging markets look set to recover in 2020 as interest rate cuts feed through to their economies and tensions from the US/China trade dispute stabilise.

Global Investment Strategy 2020: Curing a hangover from trade
investment insights

Global Investment Strategy 2020: Curing a hangover from trade

In 2020, growth will remain slow and yields low. Discover how we position our clients’ portfolios for the challenges ahead.

Selling a start-up in France: how to organise assets following an exit
corporatewealth management
corporatewealth management

Selling a start-up in France: how to organise assets following an exit

When selling your company, many options are available to you. Whether you plan to launch a new project, go travelling, spend some precious time with your family or retire, planning your exit is key. Read what our experts say on how to adapt the planning and management of your wealth.

Can we avoid drowning in a sea of e-waste?
FT Rethinkcircular economy
FT Rethinkcircular economy

Can we avoid drowning in a sea of e-waste?

Can we avoid drowning in a sea of e-waste? The world produces some 50 million tonnes of electronic waste every year. It is becoming ever more important that we extract e-waste’s valuable elements more efficiently and refine the second-hand market for products. But more importantly, consumer habits must change. Watch our FT Rethink video here

The dollar and 2020 US presidential elections: protectionism and trade policies at the forefront
investment insights

The dollar and 2020 US presidential elections: protectionism and trade policies at the forefront

We analyse the potential dollar implications of four presidential contenders – Donald Trump, Elizabeth Warren, Joe Biden and Michael Bloomberg.

Gold: safe-haven role firmly established
investment insights

Gold: safe-haven role firmly established

Persistently negative yields have profound long-term portfolio construction implications. Gold has become a key safe-haven asset.

Could car subscription services disrupt the auto industry?
FT Rethinkmobility
FT Rethinkmobility

Could car subscription services disrupt the auto industry?

Could car subscription services disrupt the auto industry? Watch our FT Rethink video here with Financial Times correspondent Patrick McGee and discover how this Netflix-style model will revolutionise car ownership.

Ten investment convictions for 2020
investment insights

Ten investment convictions for 2020

How might investors position their portfolio for the challenges of 2020? We look at ten themes that have guided our thinking.

Lombard Odier: Rethinking wealth
In the news

Lombard Odier: Rethinking wealth

We explore the secrets behind Lombard Odier’s success as its profile rises in the region. Banker Middle East catches up with Arnaud Leclercq, a limited partner at the Swiss bank.

FX Monthly Outlook 2020: is the dollar heading for a secular decline?
investment insights

FX Monthly Outlook 2020: is the dollar heading for a secular decline?

Dollar resilience this year has been driven by political uncertainty and slowing global growth. As we head into 2020, several risks seem to be dissipating. We see upside in sterling.

Maintaining a comfortable lifestyle after selling a company
In the news

Maintaining a comfortable lifestyle after selling a company

How can you plan for your retirement? How can assets be allocated to ensure optimised post-tax returns? Read more on our case study that analyses the future of a retired entrepreneur after selling his business. 

Do central bankers have a climate change mandate?
investment insights

Do central bankers have a climate change mandate?

If climate change is the greatest threat facing humanity, how can central bankers respond, and should they?

Lombard Odier named Private Bank of the Year
awards

Lombard Odier named Private Bank of the Year

Winning awards again – this time for our outstanding service, performance and our ability to serve clients with cross-border needs by the influential Spear’s Wealth Management Awards 2019. The judges considered factors including innovation, client feedback, changes in assets under management and staff retention.

Eight-year winning streak in the Middle East
awardsAwards middle east
awardsAwards middle east

Eight-year winning streak in the Middle East

For a consecutive 8th year, we're honoured to have been recognised for our local offerings. On 13 November, we’ve been awarded "Best Shariah Compliant Wealth Management Offering" and ‘Best Overall International Private Bank’ by the WealthBriefing MENA Awards 2019 in Dubai. Present in the region for the past 50 years and Shariah compliant since 2018, we're proud to have developed an innovative & bespoke solution for our clients in this fast-growing and strategic region.

Practising what we preach
corporate

Practising what we preach

On 8-9 November, 90 universities across the globe came together at the 2019 McGill International Portfolio Challenge in Montreal to discuss the challenges of transitioning a pension plan from dependency on fossil fuel revenues to more environmentally sustainable investments.

Hear from our Senior Managing Partner, Patrick Odier, who opened the ceremony with a statement on the Sustainability Revolution.

The global economy is bottoming out
investment insights

The global economy is bottoming out

Is the worst of the trade-induced slowdown behind us? The world economy is showing signs of a recession-free slowdown, and there might be progress in US-China trade relations. The cycle might not be over yet. 

Open Science: Good for scientists, good for society
corporate

Open Science: Good for scientists, good for society

On World Science Day for Peace and Development 2019, hear the story of Dr Tara Nanut and discover why Open Science is the future of discovery.

How the next economic revolution is changing the face of investment
corporate

How the next economic revolution is changing the face of investment

Sustainable investing is the future and a future that will drive returns for our clients. “Focusing investment on sustainability is a question of arithmetic and not only morality or ethics.” Hear from our Managing Partner Hubert Keller’s keynote speech at Bloomberg’s ‘The Future of Finance’ event in Zürich.

Business as a force for good – Patrick Odier at the FT Wealth Summit
corporate

Business as a force for good – Patrick Odier at the FT Wealth Summit

Read more on Patrick Odier, Senior Managing Partner at Lombard Odier Group, viewpoint at the FT Wealth Summit. Sustainability and technology are shaping the way we identify the talent and allow us to give our clients best-in-class services, today and in the future.

The race for the White House heats up, but the dollar looks likely to cool
investment insights

The race for the White House heats up, but the dollar looks likely to cool

In one year from now, we will know if Donald Trump has won a second mandate or lost to a Democrat challenger. Joe Biden and Elizabeth Warren are building momentum. Investors need to be ready for more volatility.

Brand Strategy and Islamic Services Win Flagship Industry Awards
awardsAwards middle east
awardsAwards middle east

Brand Strategy and Islamic Services Win Flagship Industry Awards

Our brand strategy and our Islamic offering have received prestigious industry recognitions at the PWM/The Banker Global Private Banking Awards 2019 on October 31st in London. We’re honoured to see our expertise and personalised services recognised. Lombard Odier aims to continue to rethink wealth management and to provide our clients with exceptional solutions and services.  

Lombard Odier celebrates thirtieth anniversary of its Vevey office
media releases

Lombard Odier celebrates thirtieth anniversary of its Vevey office

With a unique 30-year presence on the Rivera, Lombard Odier is continuing to grow strongly in the domestic market thanks primarily to its global approach to wealth. Discover more on the expertise and personalized offering of our Vevey office.

Urban Mining: A literal gold mine
rethink sustainabilitycircular economy
rethink sustainabilitycircular economy

Urban Mining: A literal gold mine

Today, we are burying the world in a mountain of electronic waste. Unwanted computers, laptops, tablets and mobile phones are creating a huge health and environmental hazard. Yet inside these electronic goods lies a treasure trove. Metals as varied as copper, silver, gold and cobalt can be found inside these electronic items. E-trash mining is a growing industry where innovative firms are mining spent batteries and other electronic waste in order to rebuild products, extend their life or extract the valuable materials contained within. Read more from our experts here.

Permeable cities: Adapting to climate change
rethink sustainabilityclimate change
rethink sustainabilityclimate change

Permeable cities: Adapting to climate change

Sponge Cities, pioneered in China, offer a sustainable urban planning model with permeable infrastructure that holds, cleans and drains rainwater. Companies are creating technology to build porous roads that absorb water and cool the environment, are designing plant-covered rooftops for water collection and recycling, and are developing urban wetlands that retain and filter water. They are creating smart, sustainable cities - cities that can absorb water like sponges. Read more from our experts here.

The future of farming: digitally disrupted and very precise
rethink sustainabilityfood
rethink sustainabilityfood

The future of farming: digitally disrupted and very precise

The agricultural industry requires a rethink. We cannot keep up with rising populations; continue the overexploitation of our land and carry on chemically polluting our soil. What’s the solution? Precision agriculture is paving the way towards sustainable food systems. And there is a huge opportunity for investors. Read more from FT columnist, Merryn Somerset Webb.   

Accelerating the transition to a sustainable future
rethink sustainabilityclimate change
rethink sustainabilityclimate change

Accelerating the transition to a sustainable future

Investors need to wake up. Our current models are unsustainable and technology is the key to delivering a lean, circular economy where inequalities are reduced, and growth does not negatively impact the environment or society. The companies who adapt will be the winners of the future. We call these companies the Eagles. Read more from Didier Rabattu, Head of Equities, Lombard Odier Investment Managers.

Ciao Mario Draghi, Bienvenue Christine Lagarde
investment insights

Ciao Mario Draghi, Bienvenue Christine Lagarde

Mario Draghi’s bold monetary policy left a lasting legacy. Christine Lagarde’s era will require a different set of tools and further coordination with governments to encourage fiscal spending. Will she be able to help the ECB step back from its saviour role and create a united monetary and fiscal policy framework?

Lombard Odier wins first Islamic finance award
awardsAwards middle east
awardsAwards middle east

Lombard Odier wins first Islamic finance award

Presented at the 2019 Islamic Business & Finance Awards, the win recognises our growing Middle Eastern franchise and commitment to innovative Islamic finance.

FX Monthly: It’s all about sterling
investment insights

FX Monthly: It’s all about sterling

With the recent US-China trade truce and the risk of a no-deal Brexit dissipating, we see some opportunities in FX markets.

Sustainability: the economic argument for investors
In the news

Sustainability: the economic argument for investors

Healthcare, energy, food, mobility - all these sectors must be rethought in order to align with the transition to a sustainable growth model. Hubert Keller explains how this transition is a unique investment opportunity may offer significant returns.

Through the Brexit fog: no-deal risk dissipates
investment insights

Through the Brexit fog: no-deal risk dissipates

The risk of a no-deal Brexit is dissipating. The UK parliament postponed the vote on the revised Withdrawal Agreement, and adopted the Letwin amendment, which seeks to prevent a no-deal Brexit. It seems unlikely that the UK will crash out of the EU without a deal. We look at the costs to the UK economy and implications for sterling.

Patrick Odier participates in The World Forum for a Responsible Economy
corporate

Patrick Odier participates in The World Forum for a Responsible Economy

A conference for corporate representatives and entrepreneurs focusing on sustainability and impact, the Forum included a panel featuring our Senior Managing Partner, Patrick Odier, on sustainable finance

Digitalisation – added value for asset managers and their clients
In the news

Digitalisation – added value for asset managers and their clients

In the face of regulatory change, operational efficiency has become crucial. Cost reduction is achieved through tailor-made digital solutions, adapted to the needs of external asset managers. The personalised, tailor-made approach that is at the heart of the relationship between external asset managers and their clients will be strengthened. 

FBN Next Generation Lombard Odier Award 2019 champions the next generation of entrepreneurs
media releasespartnerships
media releasespartnerships

FBN Next Generation Lombard Odier Award 2019 champions the next generation of entrepreneurs

The winner of the 2019 FBN NxG Lombard Odier Award has been revealed. A partnership between the Family Business Network and Lombard Odier, our Award recognises intrapreneurial and entrepreneurial projects initiated by the next generation of family business owners. Discover the winner and learn more about the finalists.

How Danone is sustainably disrupting the food industry – an interview with Blandine Stefani, B Corp Director, Danone
rethink sustainabilityfood
rethink sustainabilityfood

How Danone is sustainably disrupting the food industry – an interview with Blandine Stefani, B Corp Director, Danone

When it comes to sustainability in food, one company is determined to lead the way. We spoke to Blandine Stefani, Danone’s B Corp Director, about why sustainability is good business.

Brexit: close to a breakthrough?
investment insights

Brexit: close to a breakthrough?

The UK and the EU might be inching closer to a Brexit deal. Discover what the potential agreement means for GBP and watch the full video.

US recession - are we nearly there yet?
investment insights

US recession - are we nearly there yet?

With US politics in turmoil, the US economy is sending conflicting health signals. We look at the economic indicators and ask how worried investors should be about a US recession.

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