insights.

For entrepreneurs, passing on or selling their business is a challenge. This unavoidable rite of passage becomes all the more emotional when the business is a family one.

Entrepreneurs often underestimate the opportunities that a well-designed pension strategy can offer. Yet it is crucial to optimising their wealth and tax situation, providing better protection for their loved ones and boosting employee loyalty.

“Nature-based solutions can contribute to over a third of the emissions reductions needed by 2030 to limit global warming to below 2 degrees Celsius” – an interview with Laura García Vélez, Nature Specialist at Lombard Odier Investment Managers (LOIM), ahead of COP29.

The prospect of another Trump administration has shifted the investment landscape. We examine the opportunities, and implications for financial assets.

We are delighted to have won ‘Best Branding in Private Banking (Europe)’ for the third successive year, at the prestigious FT PWM Global Private Banking Awards. 

Hosted by Michael Strobaek, Global CIO Private Bank and Samy Chaar, Chief Economist and CIO Switzerland, the live event informed our clients of the immediate impact of the US election outcome on our macroeconomic and investment outlook.

We look ahead to a second Trump presidency and its implications for financial assets and the US economy.

As an entrepreneur, identifying the cashflow pitfalls that lie beyond the sale of your business and designing an investment strategy to avoid them is vital if your wealth plan is to succeed. However, the nature of these pitfalls is heavily dependent on the structure of your deal – and no two sale agreements are the same.