insights.

AI expert, Lars Tvede shares his predictions at Lombard Odier’s event on how artificial intelligence, quantum computing and emerging technologies will reshape the employment, energy and healthcare sectors in the next decades.

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.

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.

At the World Forum on Enterprise & Environment 2024, Hubert Keller, our Senior Managing Partner, underscored the pressing need for strategic upstream investment in our food systems.

Look ahead to our 2025 economic outlook. Presented at our Rethink Perspectives event in Geneva, read more on how investors need to balance economic normalisation and persistent risks to maintain resilient portfolios.

Serge Fehr has spent his entire career supporting private clients. We sat down with him in Geneva to learn more about his vision regarding the development of private banking and how to best serve the interests of our clients.

For business owners, financial planning is an essential tool for modelling and building a wealth strategy ready for retirement.