Lombard Odier | Swiss Private Bank Since 1796

Are UK business owners ready for 6 April 2026? From that date, a long standing pillar of UK estate planning will change. Inheritance tax relief on qualifying business assets will fall to 50 percent above GBP 2.5 million, ending more than 30 years of near-total exemption for many entrepreneurs. For owners of high value, illiquid businesses, the question is no longer whether an IHT liability exists, but how it will be funded – and what steps should be taken before the deadline. Wills may need revisiting. Succession strategies may need accelerating. Trust-based planning, where appropriate, must be completed by 5 April 2026. As the window narrows, options diminish. Early, thoughtful planning helps preserve choice and protect both family interests and business continuity. Read our analysis on what business owners should consider now: http://spkl.io/6047ASHaR #UK #tax #rethinkeverything #lombardodier

How should private assets fit into a client portfolio? In an interview with @Il Sole 24 Ore, Frédéric Rochat, Managing Partner at Lombard Odier, explains why private assets cannot be approached with a one-size-fits-all mindset. Portfolio construction must reflect each client’s profile, existing exposures, and long-term objectives. Private markets can provide access to innovation across technology and life sciences, but they also require careful assessment and bespoke structuring. In today’s volatile and uncertain environment, Italy is emerging as an increasingly attractive destination for entrepreneurs and international families. Discover the full interview: http://spkl.io/6048AU25o #entrepreneurs #privateassets #rethinkeverything #lombardodier

Over the past twenty years, real estate prices have risen in real terms across most countries. Since 2022, however, higher inflation and rising financing costs have made property investment more complex, weighing on demand in many regions. Some markets have nonetheless proved more resilient, including Spain, Dubai, and Singapore. Discover the latest real‑estate trends in Switzerland and internationally, along with our experts’ insights, here: http://spkl.io/6049AmSx3 #realestate #rethinkperspectives #lombardodier

Thinking about selling your business in 2026? Preparing for an exit is an art, not a science – and starting early can make all the difference. From audited accounts and a strong management team to tax planning and engaging the right advisors, there are key steps every entrepreneur should take well ahead of time. Our UK CEO, @Mark Goddard, shares his insights on how to maximise business value and plan for your personal wealth post-sale: http://spkl.io/6043AY8yx #UK #wealthmanagement #rethinkeverything #lombardodier

Today, the world is out of balance. And in times of chaos, we all crave stability. But when others might slow down and dig in, we find balance through movement. rethink stability. rethink investment. rethink everything. Read more here: http://spkl.io/6049Ag1Cz #rethinkstability #rethinkeverything #lombardodier

How do entrepreneurs steer through M&A when markets feel uncertain? @Clearwater, one of Europe’s leading independent mid-market advisory firms, is renowned for its entrepreneurial culture and sector expertise. In our conversation, managing partner @Marcus Archer shares how the firm builds trust with founders, preserves culture while scaling, and navigates today’s volatile dealmaking landscape. From lessons learned during the 2008 crisis to AI adoption and pragmatic ESG, he explains how Clearwater helps entrepreneurs act with clarity and conviction. Read more here: http://spkl.io/6042A5uLY #entrepreneurs #rethinkeverything #lombardodier

What if CO₂ became a raw material? That’s the ambition of @Dioxycle, the deeptech founded by @Sarah Lamaison, PhD and @David Wakerley, PhD. Their electrolyser converts industrial emissions into sustainable ethylene – a breakthrough that could prevent up to 800 million tonnes of CO₂ annually, equal to Germany’s emissions. Backed by Breakthrough Energy (Bill Gates), the company is now scaling from lab to industry to make circular carbon chemistry a reality. Read the full interview here: http://spkl.io/6044A5zfw @Le Figaro #tech #sustainability #rethinksustainability #lombardodier

In an interview with @Le Figaro, Frédéric Rochat, Managing Partner at Lombard Odier, discusses the economic challenges facing France. Despite strong assets such as world-class education, research, energy independence and leading companies, political instability and rising tax pressures threaten the country’s appeal. Frédéric Rochat argues that France must choose competitiveness as the only path to attract talent and investment and to secure long-term prosperity in an increasingly competitive world. Read the full article: http://spkl.io/6045AezX9 #france #rethinkeverything #lombardodier

What if a building could help us rethink the way we work, service our clients, and care for our environment? Our new headquarters, 1Roof, designed by @Herzog & de Meuron on the shores of Lake Geneva, brings that vision to life. Connected to GeniLac, Geneva’s renewable thermal energy network, it harnesses the lake’s natural coolness to heat and cool our offices, reducing our carbon footprint in Geneva by 25%. With deep balconies, a green roof and a rainwater recovery system, 1Roof has been designed to meet the highest sustainability standards, including Minergie P, SNBS and BREEAM. More than a workplace, it reflects our commitment to innovation, sustainability and a long-term vision of banking for the future. Watch our video in partnership with the @Financial Times and read more here: http://spkl.io/6043AeKTD #1roof #architecture #sustainability #rethinkeverything #rethinksustainability #lombardodier

What drives an entrepreneur’s success beyond the business itself? We believe it lies in the ability to make informed, long-term decisions – especially when it comes to valuation, succession or the sale of a company. Through our Corporate Advisory service, we support entrepreneurs through each of these key milestones. We are pleased to share the successful transfer of @Contexa, a leading provider of volumetric dosing solutions for the fragrance and flavour industry, to its management team – @Daniel Schupbach, @Alain Fournier and @Claudia Baldovin. It has been a privilege to advise and accompany the shareholders throughout this transaction. Read more here: http://spkl.io/6046Aj4QE #entrepreneur #rethinkeverything #lombardodier

How do you truly explore a place like 1Roof? Not only by observing its architecture, but by engaging with the art that lives within it. For the latest LO Society edition dedicated to art, we welcomed our clients to our headquarters for an immersive journey through the works that help define 1Roof’s identity. Moving through the building with @Irina KLEMME, curator of the Pierre Darier and Lombard Odier collections, we examined how each installation was conceived to dialogue with its surroundings – and with those who pass through them. From architectural pieces by Joseph Kosuth and Jesús-Rafael Soto to Window I by Richard Smith, the artworks revealed themselves not as standalone pieces, but as integral elements of the space, shaping perception, movement, and experience. Part of a series of art-focussed encounters launched five years ago, the evening also opened up thoughtful conversations around our cultural vision and the place art holds within our working environment. Thank you to everyone who joined us and contributed to these enriching exchanges. @Frédéric Praz @Michel Zumstein #art #1roof #losociety #lombardodier

What if 2026 were poised to reshape the way investors think about growth, resilience, and opportunity? Last week, @Amer Malik, Senior Executive Officer of Lombard Odier Middle East Ltd, shared his perspective on the region’s dynamic landscape and the important role Lombard Odier is playing in supporting clients across the Middle East through its growing regional franchise. @Michael Strobaek, Limited Partner and Global Chief Investment Officer, then explored the key forces set to define 2026: a soft but still expanding global economy, resilient emerging markets, moderating inflation, and broadly supportive monetary and fiscal policies. He highlighted how shifting geopolitics, rewired supply chains, and the global race for AI leadership are opening new avenues for returns. At the same time, he underscored that today’s environment continues to reward sharp selectivity, genuine global diversification, and a confident yet disciplined pro‑risk stance. A warm thank you to all participants for making this an insightful, engaging, and energising event. @Bobby Chana #investmentinsights #markets #2026outlook #dubai #lombardodier

What sustainability trends should investors watch in 2026? Sustainable investing has entered a new phase. As political support fades, the transition is increasingly driven by economics – cost, scalability, and performance. In 2025, sustainability moved decisively from ideology to fundamentals. Modular clean technologies, AI-enabled systems, predictable renewable power, land-efficient food production, and preventive healthcare are reshaping competitiveness across energy, industry, food, and health. Discover five key trends that show why sustainability is no longer about constraint or compliance, but about building a more resilient and economically efficient system: http://spkl.io/6041AqXHH #sustainability #AI #rethinksustainability #rethinkeverything #lombardodier

Did you know that, as AI power demand is set to accelerate in 2026, liquid cooling is becoming a structural requirement rather than an option? It is rapidly emerging as the backbone of next-generation data centre infrastructure. High density AI racks are pushing beyond the limits of air cooling, making liquid-based solutions essential for efficiency, stability, and scalability. Despite higher upfront costs, liquid cooling is already cost effective at elevated power densities, while enabling stronger performance, improved sustainability, and longer hardware lifespans. Discover why cooling is becoming a defining competitive advantage in the AI infrastructure race: http://spkl.io/6040AWjN2 #rethinkeverything #lombardodier

Will AI deliver on its promises? Our strategic research suggests that productivity gains in the decade ahead may exceed the boost provided by the widespread adoption of the internet and PCs in the early 2000s. We also set out AI’s wider economic impacts, including its gradual implications for the employment market, as well as the differing priorities in the AI race between the US and China. More here: http://spkl.io/6048AmQuw #IA #rethinkeverything #lombardodier

As 2025 draws to a close, we take a moment to reflect on a world still in erratic motion, shaped by geopolitical shifts, technological acceleration, environmental urgency, and profound economic transformation. What once felt certain now feels less predictable. What appeared stable has lost its equilibrium. In times of imbalance, it can be hard to find our bearings. History shows that stability is not static. It is something that must be constantly re-created. It emerges through perspective, adaptability, and a long-term view that looks beyond immediate contingencies. As the festive season approaches, we extend our warmest wishes to you and your loved ones for a joyful and peaceful end to the year. May 2026 be a year of renewed balance, clarity, and opportunity – and a future full of promise. Read more here: http://spkl.io/6048AYVNE #seasonsgreetings #holidayseason #rethinkeverything #lombardodier

What drives meaningful innovation in our industry? At Lombard Odier, we excel at combining forward-thinking investment strategies with a longstanding commitment to sustainability. We are proud that this approach has been recognised at the BFC Private Banking Awards, where our Milan office received the “Innovative & Sustainable Strategies” award. This distinction reflects the dedication of our Milan team and the expertise of our Maison in providing responsible and sophisticated wealth management solutions. The ceremony was held at the Italian Stock Exchange, a symbolic venue for the financial sector, and was attended by @Alberica Brivio Sforza, Local Managing Director Milan and part of her team. This recognition reaffirms the principles that guide our work: excellence, innovation and sustainability across all markets. #awards #wealthmanagement #rethinkeverything #lombardodier

The surge in family offices in the Middle East reflects a profound shift in how the region’s leading families manage and preserve their wealth. Drawing on insights from our latest succession survey and the expertise of @Joëlle de Cerjat Santa Cruz, Senior Wealth Planner Middle East, we explore the growing need for structured governance, diversified investment strategies and long-term clarity as generational transitions accelerate. This evolution points to a maturing private wealth landscape in which continuity, cohesion and purpose are now critical. Discover more in our guide on succession’s "silent crisis": http://spkl.io/6040A5uo4 #middleeast #wealthmanagement #rethinkeverything #lombardodier

Black Friday 2024 offered a clear view into a rapidly changing e-commerce landscape. Global online sales reached USD 314.9bn as platforms such as Temu, Shein and TikTok Shop expanded, while traditional players saw muted results. AI and alternative data are now shaping demand in real time, influencing visibility, pricing and logistics across the retail chain. Yet the momentum comes with environmental pressures. Ultra-fast fashion orders rose sharply over the 2024 Cyber weekend, contributing to an estimated 1.2mn tonnes of CO₂ from deliveries alone and highlighting the need for circularity, repair and greater traceability. Looking ahead to 2025, forecasts point to another strong Cyber Week, with rising price sensitivity pushing consumers toward AI-powered research, deal-optimisation and social-driven discovery – making this the first holiday season where AI could meaningfully shape shopping at scale. Black Friday now serves as a lens on the forces reshaping retail: technological, environmental and behavioural. Read more and explore our latest insights: http://spkl.io/6049A5KVR #blackfriday #sustainability #rethinksustainability #lombardodier

At our recent Lombard Odier Women Roundtable, we explored how leadership, resilience and purpose can shape success in times of transformation. We were delighted to welcome @Iina Käpynen, Marketing Director, and @Willemijn van der Feltz-Wijsman, Finance Director at @HEINEKEN Switzerland, who shared their insights on navigating change and creating impact in a dynamic business environment. Closing the session, @Nannette Hechler-Fayd'herbe, CIO EMEA at Lombard Odier, offered reflections from the latest edition of Women Invest – “Love and Wealth.” A networking lunch rounded off the event, sparking meaningful conversations and connections among inspiring leaders. Together, we reaffirmed the importance of women leading change – not only in business, but across all spheres of influence. @Sabine Heller #womeninvest #womenleadingchange #lombardodier

Vertical farming is entering a more mature stage. Recent failures, including @Plenty®’s restructuring, signal a necessary correction as the sector shifts from ambitious automation to commercially viable, energy-efficient models. The fundamentals remain strong: higher yields on minimal land, 90% less water use, pesticide-free production and reliable year-round output – all increasingly important as climate pressures challenge global food systems. With governments and retailers seeking greater supply-chain resilience, several operators are now proving profitability at scale. The industry is moving from promise to disciplined execution. Watch our video in partnership with the @Financial Times to explore how vertical farming is evolving: http://spkl.io/6046AdGQQ #farming #sustainability #rethinksustainability #lombardodier