Lombard Odier | Banca privata svizzera dal 1796

We recently hosted our annual Investment Day conference in Geneva – a moment to reflect on the evolving macroeconomic landscape and reaffirm our commitment to delivering excellence in investment management. @Hubert Keller, Senior Managing Partner, opened the day with a powerful message, reminding us of our responsibility as a high-end investment firm: to deliver top-quality service and a differentiated offering tailored to each client. He reaffirmed that sustainability remains a core investment conviction – not just a principle, but a strategic advantage in today’s competitive environment. Building on this, Frédéric Rochat, Managing Partner, highlighted that investment is at the heart of everything we do. He celebrated the exceptional talent across Lombard Odier, showcasing the strength and depth of our investment platform and the dedication of our colleagues. This positioning was brought to life by @Michael Strobaek, Partner and Global CIO, and @Samy Chaar, PhD, Chief Economist and CIO Switzerland, who explored how our strategic insights translate into investment perspectives. They discussed how 2025 marks a shift from high growth to a self-imposed slowdown – not a recession – driven more by business uncertainty than geopolitics. In this context, staying true to our House View is essential. Our performance continues to be shaped by our diverse and dedicated team, delivering bespoke portfolio management that combines global expertise with local relevance. At Lombard Odier, we remain committed to helping our clients navigate complexity with clarity – through forward-looking, customised investment solutions grounded in deep insight and long-term conviction. #investment #rethinkeverything #lombardodier

What does it take to build a truly resilient economy? For @Marc Palahí, our Chief Nature Officer, it begins with rethinking the role of nature in finance. In a column for @Le Temps, he explains why nature must be seen not just as a resource, but as essential infrastructure for our economic system. Chief Nature Officers can help align capital flows with planetary boundaries and accelerate the transition towards nature-based solutions. Read the full column: http://spkl.io/6047A6t8V #nature #sustainability #rethinksustainability #rethinkeverything #lombardodier

In che modo la NextGen sta ridisegnando il futuro della ricchezza? Lombard Odier, in collaborazione con @CUOA Business School, ha recentemente ospitato a Milano un evento stimolante dedicato a uno dei cambiamenti più significativi nella finanza contemporanea: "Generazioni in transizione: il passaggio di ricchezza dai baby boomer alla NextGen." Con circa 68 trilioni di dollari destinati a passare ai Millennials e alla Gen Z entro il 2040, questo passaggio generazionale è destinato a trasformare le strategie di investimento, i valori e il panorama della gestione patrimoniale. Insieme, abbiamo approfondito: ▸Le nuove priorità degli investitori NextGen ▸Le implicazioni economiche e sociali di questo storico trasferimento di ricchezza ▸Le opportunità emergenti e il ruolo di consulenza nel guidare le famiglie attraverso le generazioni. Un sentito ringraziamento a tutti i partecipanti per avere preso parte a questa conversazione ricca di spunti, contribuendo a costruire il futuro della NextGen. @Alberica Brivio Sforza #nextgen #wealthplaning #lombardodier

Wildfires are becoming more intense. Can AI help us stay one step ahead? Europe has been cloaked in an eerie haze this week, as smoke from Canada’s wildfires drifts across continents. Cities from Lyon to Munich and Bern suddenly ranked among the world’s most polluted, a stark symbol of climate change’s growing, borderless reach. Climate change is fuelling more intense and frequent wildfires. AI is becoming a valuable ally in this fight, enhancing early warnings, real-time detection, and fire prediction. But AI alone won’t be enough. Building long-term resilience requires greater investment in nature, smarter land management, and a fundamental transition to a net-zero, nature-positive economy. Explore how AI is transforming wildfire response in our video with the @Financial Times: http://spkl.io/6041fCKV3 #wildfire #ai #sustainability #rethinksustainability #rethinkeverything #lombardodier

The world is changing, is your investment strategy keeping pace? From shifting demographics and AI breakthroughs to the race toward net zero, today's transformations are reshaping economies at their core. At Lombard Odier, we believe these shifts demand a fresh perspective on where and how to invest. Our 2025 Rethink Investments framework focusses on six themes we consider pivotal to the future: longevity, the next generation, technology, net zero, nature, and infrastructure. These are not fleeting trends, they are structural forces shaping the value of tomorrow. Explore the full report: http://spkl.io/6045f7IYP #investment #rethinkinvestment #rethinkeverything #lombardodier

Is extreme weather becoming the new normal? In 1984, climate disasters cost the world USD 9.2 bn. By 2024, this figure had surged to USD 320 bn. The long-term trend is clear: physical climate risk is asing in both magnitude and frequency, and so is its impact on portfolios. This World Environment Day, we stand by our conviction that resilient, transition-ready investments are essential for thriving in a changing world. Read more here: http://spkl.io/6041fAIHf #worldenvironmentday #climate #sustainability #rethinksustainabiliy #lombardodier

How is Mercedes-Benz driving the future of sustainable mobility in a rapidly changing world? Through its bold Ambition 2039 strategy, @Mercedes-Benz Group AG is leading the transition to an electric, circular, and net carbon-neutral future. In a recent conversation, Hendrik Heitsch, Director Compliance Programs & ESG, shared how the company is transforming its operations, from pioneering the all-new electric CLA and battery recycling in Kuppenheim to redesigning supply chains and advancing ethical sourcing. Despite shifting regulations and global headwinds, Mercedes-Benz stays the course with flexible production, long-term investment in electrification, and a clear commitment to responsible innovation. Read more: http://spkl.io/6048ffEMw #sustainability #rethinkeverything #lombardodier

From system changes to pain points – is this the era of economics-led sustainability? At Lombard Odier’s Transition Investment Summit, held recently in London, leading thinkers from across multiple disciplines joined invited delegates to explore the changing landscape of sustainable investments. With a keynote speech from renowned academic Professor @Mariana Mazzucato, and contributions from asset owners and experts in sustainable investment analysis, the Summit heard that political headwinds are changing the basis for the sustainability transition – but that the end destination remains unchanged. @Hubert Keller, Lombard Odier’s Senior Managing Partner, said: “Investors can debate many things, but we can’t debate the ‘end-game’. It is simply inevitable that we are moving towards an economic end-state that is fully decarbonised, has a neutral to positive footprint on nature, will be socially constructive, and also will be digitally enabled. At Lombard Odier, this is an investment conviction, and it’s what drives our investment thinking.” Discover more: http://spkl.io/6043f2sj3 #loimsummit #systemchange #rethinkeverything #lombardodier

In a world marked by fragmentation, volatility and generational change, private banking is being redefined. @Xavier Bonna, Managing Partner at Lombard Odier, shares how our model blends heritage with innovation to meet evolving client expectations. Sustainability is no longer optional – it's now essential. Technology enhances personalisation but never replaces human relationships. With a focus on active management, private assets, and family governance, we guide clients across generations with clarity and conviction. Read more here: http://spkl.io/6046fF4Yp #sustainability #tech #rethinkeverything #lombardodier

Senior executives: retirement planning is a matter of strategy. How can you structure your wealth effectively? What should you do with your stock options? What are the implications of relocating abroad? To help you ask the right questions and set clear priorities, explore our latest publication: “A practical guide to optimising your assets before retirement.” Read more here: http://spkl.io/6045fFneb #entrepreneurs #wealthplanning #rethinkeverything #lombardodier

In times of uncertainty, trust matters more than ever. Swiss private banking continues to offer high-net-worth individuals a unique combination of stability, discretion and long-term strategic insight. At Lombard Odier, we bring over 225 years of experience to help clients preserve, grow and pass on their wealth with solutions tailored to their goals, risk appetite and global footprint. From diversified portfolios and private market access to holistic planning, philanthropy and sustainable investing, we provide forward-looking strategies that empower our clients to build enduring legacies in a rapidly changing world. Discover how our personalised approach, global expertise and commitment to sustainability make us a trusted partner for the future: http://spkl.io/6042f0Way #banking #wealthmanagement #rethinkeverything #lombardodier

At our recent LO Women Invest lunch at Browns Hotel, London, we explored "The Psychology of Wealth" with a remarkable group of CEOs, female entrepreneurs, and family office representatives for a dynamic exchange of ideas. @Nannette Hechler-Fayd'herbe, our CIO for EMEA, delivered a clear, data-driven talk on overcoming barriers that often hold women back from investing – from complex jargon to the pressure to fully master the topic before getting started. She encouraged early action, tailored strategies across life stages, and highlighted current opportunities in fixed income for diversification. Senior Wealth Planner @Izzy Holgate offered a fresh perspective on family governance. Using a cruise ship analogy, she illustrated how different family members play different roles and stressed the importance of aligning on shared values and long-term investment goals. Her message: wealth can be more than financial – it’s often the emotional glue that holds families together. The event sparked insightful and lively conversations, underscoring the power of community and peer learning in navigating wealth management. #lowomeninvest #economicoutlooks #investmentinsights #macroeconomics #lombardodier

We recently gathered with @Watches of Bath, @Knight Frank and @Berry Bros. & Rudd at the historic @Farleigh House near Bath to explore how luxury assets – from fine watches to rare wines – are increasingly being woven into the wealth strategies of high-net-worth individuals. Opening the evening, Stuart Wright, Private Banker at Lombard Odier, noted a growing shift: while traditional portfolios remain essential, tangible assets are gaining appeal not just for their prestige, but for their potential to preserve value and diversify portfolios in uncertain times. This theme came to life through a compelling case study presented by James Mercer, founder of Watches of Bath. From the vibrant Rolex Stella Dial to the iconic Patek Philippe Nautilus, he illustrated how scarcity, timing, and brand equity influence value – and why understanding resale dynamics is key to navigating the luxury watch market. While watches had guests on the edge of their seats, fine spirits and luxury real estate also drew interest – reflecting the broader appeal of tangible assets among collectors and investors alike. But investing in passion requires more than market insight. Isobel Holgate, Wealth Planner at Lombard Odier, highlighted the importance of structuring ownership with care. While some luxury assets may benefit from capital gains exemptions, inheritance tax and cross-border complexities demand thoughtful planning. As she explained, “Integrating luxury assets into a broader wealth strategy isn’t only about preserving value – it’s also about protecting legacy, across generations and jurisdictions.” At Lombard Odier, we help clients turn personal collections into enduring legacies – seamlessly aligned with their long-term financial goals. Read more here: http://spkl.io/6040ABDNa #successionplanning #wealthplanning #lombardodier

What happens when geopolitics takes the driver’s seat in the global EV race? The global EV race is no longer defined by engineering prowess alone. Trade policy, geopolitical realignment and China’s accelerated innovation are reshaping the automotive industry at its core. In our latest analysis, we examine how new US tariffs are disrupting global value chains, and how China’s strategic investment in EV technology, battery innovation and rare earth supply is challenging the position of traditional market leaders. Discover how the interplay between trade, policy and innovation is driving a new global automotive order: http://spkl.io/6045fhku3 #EV #sustainability #rethinksustainability #rethinkeverything #lombardodier

In an increasingly fragmented world, resilient infrastructure is emerging as a strategic priority. At Lombard Odier, our Rethink Infrastructure theme explores how investment in energy, communications and transport networks is reshaping global value chains. We believe this new capex cycle, broadly distributed across regions, offers long-term opportunities for discerning investors. Discover how we rethink infrastructure in a complex global environment: http://spkl.io/6049fhXIX #investment #rethinkinvestment #rethinkeverything #lombardodier

Today is World Oceans Day. With the theme Catalysing Action for Our Ocean & Climate, we’re spotlighting the critical role oceans play in sustaining life and the global economy. We believe a healthy ocean is essential to a healthy planet. From investing in plastic circularity to protecting blue carbon sinks and rewilding seagrass meadows, we’re proud to support solutions driving a more resilient and regenerative blue economy. Read more here: http://spkl.io/6045f7G7P #worldoceansday #oceans #sustainability #rethinksustainability #lombardodier

What an incredible two days at Lombard Odier’s 2025 Hackathon! Our largest collaborative event brought together eleven multidisciplinary internal teams to turn bold ideas into impactful solutions for the Bank. This year, we partnered with École Polytechnique Fédérale de Lausanne (@EPFL), welcoming talented students who infused fresh perspectives and technical know-how. A special highlight was having an EPFL professor on the jury, bringing academic depth to the closing ceremony. From reimagining client onboarding to leveraging AI for smarter workflows, teams tackled challenges aligned with our strategic priorities, showcasing creativity and teamwork. The energy was electric during the 4-minute “elevator pitch” demos, with participants voting for the most innovative ideas. A huge thank you to everyone involved for making this event a true reflection of Lombard Odier's innovative spirit. Congratulations to all participants for pushing boundaries and reimagining the future of work. #hackathon #banking #rethinkeverything #lombardodier

Stiamo entrando nella più grande transizione di ricchezza della storia. Con il trasferimento patrimoniale da parte della generazione dei baby boomer, emergono nuove priorità: le nuove generazioni pongono maggiore attenzione al valore di lungo periodo, alla sostenibilità e all’impatto sociale. Le donne, destinatarie di una parte significativa di questa ricchezza, spesso adottano un approccio agli investimenti distintivo. Lombard Odier è al fianco delle famiglie in questo momento cruciale, offrendo soluzioni per preservare il patrimonio e trasmettere valori attraverso le generazioni. Scopri di più da @Alberica Brivio Sforza, Managing Director di Lombard Odier Italia su come questa trasformazione sta prendendo forma nel contesto italiano: http://spkl.io/6041fAeQW #wealthplanning #rethinkeverything #lombardodier

How will global markets navigate a slowing US economy and evolving trade dynamics? At our recent "The Chief Economist meeting", @Samy Chaar, PhD, Global Chief Economist at Lombard Odier shared five key insights for investors in 2025. Key takeaways: 1. US economic slowdown: growth is cooling, with a transactional tariff approach shaping US-UK and US-China relations 2. Recession outlook: no recession remains our base case but the Fed is likely to ease if inflation expectations stay anchored 3. China stimulus: PBoC cut rates to counter slowdown 4. Market sentiment: improved post-US-China trade prospects, with upside in developed and emerging stocks 5. Investment strategy: we are overweight fixed income whilst favouring corporate credit. These insights highlight a dynamic global economy navigating slower growth, strategic trade policies, and resilient markets. @Laurent Pellet, Partner and Global Head of EAM at Lombard Odier, commented: "Our annual roundtables with our Chief Economist have become a key moment – a unique opportunity to exchange views with our EAM partners in an intimate setting that fosters open dialogue." #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

The great wealth transfer is underway. With the next generation set to inherit USD 31 trillion over the coming decade, managing family wealth is a complex and critical endeavour. It’s not just about finances – it’s about preserving legacy, values, and family unity. In a recent interview, @Adel Barakat, Global Head of Wealth Planning at Lombard Odier, shares expert strategies to navigate this intricate process. “Open communication is the Achilles’ heel of families,” he notes, emphasising early planning and transparent dialogue to prevent conflicts. From respecting generational differences to drafting a family constitution, discover practical steps to pass on your family’s “DNA” alongside assets. Read more here: http://spkl.io/6042f2UKC #wealthmanagement #successionplanning #rethinkeverything #lombardodier

This month’s Must-See Charts spotlight two big shifts that are reshaping the future of investing and our response to them. Private assets are unlocking long-term growth in clean energy, healthcare, and tech and the electrification boom is creating powerful opportunities as electricity demand surges. It is not just about riding out volatility, it is about strategically positioning for what’s next. See how it all connects – in one clear view: http://spkl.io/6046fF0s6 #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

In a recent interview with @Valor Econômico, Frédéric Rochat, Managing Partner at Lombard Odier, discussed how the Swiss private bank is strengthening its presence in Brazil’s dynamic wealth management market. After entering the market in 2020 to support offshore investments, Lombard Odier is now expanding into onshore advisory, offering Brazilian clients a unified wealth management experience, both locally and globally. With over USD 200 billion under management, and a boutique presence in Brazil, Frédéric Rochat explains that Lombard Odier is staying true to its philosophy of long-term, personalised wealth stewardship, prioritising deep relationships over product-led models, especially in today’s high-rate environment. Read the full interview here: http://spkl.io/6042fIIVk #brazil #wealthmanagement #rethinkeverything #lombardodier

Lombard Odier is proud to sponsor the "Private Business of the Year" award at the 2025 UK Private Business Awards – a celebration of the most outstanding private businesses across the UK. At Lombard Odier, entrepreneurship is not just a value – it’s in our DNA. For almost 230 years, we’ve partnered with visionary founders and family businesses, helping them to grow, adapt, and thrive. As a privately owned bank, built by entrepreneurs for entrepreneurs, we understand the highs and lows of building a business, as well as its long-term legacy. "This sponsorship reflects our strong commitment to UK entrepreneurship and resonates with our identity as an independent, privately owned firm. We place entrepreneurs at the heart of our strategy and seek to be the private bank of reference for entrepreneurs and their families – not just today, but over the long term, generation after generation." says @Mark Goddard, CEO UK at Lombard Odier. #entrepreneurs #award #lombardodier