Lombard Odier survey: what are the investment priorities of HNWIs in Switzerland ?
At Lombard Odier, we offer our clients a tailored and sustainable approach to help them achieve their goals. In order to gain a better understanding of the current expectations and concerns of investors, we conducted a survey of 300 high-net-worth Swiss residents (HNWI). In addition to their feelings about the current economic situation and the financial markets, we addressed two main themes: sustainable investment and private assets.
Private assets favoured among Swiss investors
The hunt for new sources of return is boosting investor demand for unlisted or "private" assets, which have often exceeded double-digit performance over the past 20 years1. These alternative investments include private equity, venture capital, real estate and infrastructure.
Our survey results confirm Swiss investors’ growing interest in private assets, the vast majority of whom are seeking to increase their exposure to this asset class in future. The remarkable performance of private assets, and their attractiveness in terms of diversification, make them a particularly relevant investment in the current environment.
Download our second report to find out why there is growing interest in private assets among Swiss investors.
of investors increased their allocation to alternative investments and private assets in 2022
of young Swiss HNWIs expect higher returns than those offered by traditional investments
of German-speakers believe that private assets can offer protection against market downswings
Swiss investors and sustainable finance: aspirations, concerns and future perspectives
At Lombard Odier, sustainability is at the heart of everything we do. It is our conviction that the sustainability revolution represents the greatest investment opportunity in modern history. What do Swiss investors think? Which sustainable topics do they favour? Do they plan to increase their allocations in the current conditions? What is their opinion on greenwashing?
Download our first report to discover their perception of sustainable finance.
of Swiss HNWIs are interested in sustainable investment
of those under 35 believe that sustainable investments will deliver higher returns
consider it important to understand the carbon footprint of their portfolio
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1Lombard Odier research
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