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.

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.

The bank Lombard Odier teamed up with Bilan magazine and HEG Fribourg (School of Management Fribourg) to conduct an in-depth study of 245 family businesses in French-speaking Switzerland. The study reveals various success factors for the families of entrepreneurs and addresses several themes, such as business transmission and succession, the evolution of corporate culture, performance and innovation.

We are pleased to announce the appointment of Mark Goddard as UK Chief Executive Officer as of 26 November 2024.

Nannette Hechler-Fayd’herbe discusses the Fed’s challenges, Trump’s potential impact on inflation, and why fixed income is outperforming equities in an interview with El Economista.

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.

The office aims to strengthen the Bank’s proximity to its Belgian clients, particularly in the Dutch-speaking area. It forms part of Lombard Odier’s growth strategy in Belgium. 

Frédéric Rochat, our Managing Partner, explores the bank's strategic expansion in Zug, emphasising a selective, long-term growth approach amidst a competitive market, and discusses the proposed Swiss inheritance tax initiative.