Lombard Odier | Banca privata svizzera dal 1796

How are geopolitics, tariffs, and central bank policy shaping investor strategy in today’s world? @Nannette Hechler-Fayd'herbe, CIO EMEA at Lombard Odier, joins @Yousef Gamal El-Din on his podcast "You’re in Business" to discuss how Europe is positioning itself, the ripple effects of US trade policy, and the shifting dynamics of global asset allocation. A former Bloomberg anchor, Yousef conducts thoughtful and informed conversations with leaders at the forefront of finance and policy. Don’t miss this insightful exchange: http://spkl.io/6046AHyky

How can investors harness the ‘real economy’ with private assets? Speaking at a recent conference highlighting the strategic role private assets can play in portfolio allocation, Thierry Célestin, Head of Private Assets Client Services at Lombard Odier, told delegates that private assets offer diversification and resilience in times of heightened economic volatility. With more than 85% of the economy consisting of unlisted assets, the sector gives privileged access to the real economy and new growth areas such as AI and the clean energy transition. Though private assets performance has been more challenging in recent years, the bigger picture is that private assets have a strong record of enhancing portfolio returns over the long term, Thierry Célestin explained. Discover more about an essential asset class for investors: http://spkl.io/6042AHJ1r #privateassets #rethinkeverything #lombardodier

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

How can families preserve wealth, with purpose, across generations? Trusts and Waqfs, rooted in Anglo-Saxon and Islamic traditions, offer distinct yet aligned approaches to long-term wealth planning. As families become increasingly international, and their needs evolve, these centuries-old tools are more relevant than ever. Discover how each structure supports succession, governance, and values-driven legacy: http://spkl.io/6043AGIQB #wealthplanning #rethinkeverything #lombardodier

Can strong financial performance truly align with strong values? Shariah-compliant investing is no longer a niche. Emerging as a sophisticated, principles-based framework for wealth management, it is resonating deeply with a new generation of high-net-worth individuals across the Middle East. In @MEA Finance Magazine, @Christophe Lalandre, Local Managing Director at our Abu Dhabi Global Market branch, explores how Islamic finance is converging with ethical and sustainable investing and why it now demands the full attention of investment managers. Read the full article on our website: http://spkl.io/6048AE2j8 #wealthmanagement #rethinkeverything #lombardodier

How can private banks modernise at scale in the AI era? To deliver smarter, faster digital services, Lombard Odier rebuilt its portfolio management system and over 250 apps using AI-powered tools from MongoDB. The result: unified database upgrades, testing cycles cut from 3 days to 3 hours and code migration is now 50 times faster. In @The Wall Street Journal, @Geoffroy De Ridder, Head of Technology & Operations, shares how this transformation supports innovation and enhances client services? Read the full article on our website: http://spkl.io/6042ADzbA #AI #tech #rethinkeverything #lombardodier

Tax reforms, business succession, and the surge in cyberattacks: Swiss entrepreneurs are operating in a rapidly evolving environment. How can they protect their wealth, ensure the continuity of their family business, and strengthen their digital resilience? These were the key topics discussed at the 6th annual event organised by Lombard Odier, which brought together over 100 entrepreneurs at the Château de Prangins. Three major themes were addressed: the key tax reforms of 2025, the evolving conditions for the transmission of wealth, and the sharp rise in cyber threats. @Samuel Meylan, Head of Wealth Planning for Switzerland, @Lea Baracchini, Wealth Advisor, and @Frans Imbert-Vier, cybersecurity expert and CEO of UBCOM, shared their expert insights on these crucial issues. The speakers emphasised the importance of a proactive and integrated approach: ▸Anticipating tax changes and structuring wealth accordingly ▸Securing business succession within a shifting legal framework ▸Highlighting the importance of cybersecurity at every level of the company At Lombard Odier, we support entrepreneurs at every stage of their life journey, combining wealth advisory, business structuring, succession planning, tax optimization, and digital governance. Discover highlights of the event: http://spkl.io/6043AB0ST #entrepreneurs #successionplanning #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