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        empowering investors.

        Welcome to our “empowering investors” video series. Whether you’re new to investing or looking to sharpen your knowledge, this series will guide you through the essentials of making confident investment choices.

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        From understanding asset classes, to knowing your risk profile, and building a diversified portfolio, our experts explore key concepts that will lay the foundation for your investment journey. 

        At Lombard Odier, our mission is to provide you with the knowledge and necessary tools to make informed choices. No matter your experience level, our aim is that you’ll gain the knowledge to make informed decisions with your wealth.

        For over 220 years, we have provided stability for our clients, and grown stronger through more than 40 financial crises, by constantly re-evaluating and rethinking the world around us. Today, we label this philosophy “rethink everything®”.

        Each episode of our “empowering investors” series is designed to inspire you to “rethink” your approach to wealth and empower you with the knowledge to make informed decisions about your financial future. Let’s get started!

        Episode 1 – Welcome to Lombard Odier’s “Empowering Investors” Video Series


        Investing may seem complex, but it can be foundational to helping you achieve your financial goals. So where should you start? Let’s begin with this introduction video from Rosa Perez Esteve, Head of Special Mandates at Lombard Odier.

        Episode 2 – What is asset allocation? 


        In this episode of our “Empowering Investors” series we explore asset allocation – the process of spreading (or diversifying) your investments across various asset classes such as stocks, bonds, and cash in order to manage risk.

        Nannette Hechler-Fayd’ Herbe, Head of Investment Strategy, Sustainability and Research, and CIO EMEA at Lombard Odier, explains how effective asset allocation supports a successful investment strategy.
         

        Episode 3 – Exploring risk profiles 


        Next, we will explore risk profiles – how comfortable you are with investment risks. Knowing your risk tolerance helps us tailor your portfolio to align with your goals and personal comfort.

        Hilda Ferrero, Head of Client Portfolio Management at Lombard Odier, explains how defining your risk profile can shape your portfolio.

        Episode 4 – Understanding asset classes


        Following that, we’ll dive into asset classes – categories of investments that behave similarly in the market. Each asset class, such as stocks, bonds, or alternatives, carries different risks and rewards.

        Selina Keshavji, Head of Centralised Advisory at Lombard Odier, explains how asset classes form the foundation of successful investing.

        Episode 5 – A deep dive into private assets


        We’ll also focus on private assets, which include investments like private equity and private real estate, that are not traded on public markets. Private assets are often riskier and less liquid than publicly traded assets, but offer unique opportunities for growth.

        Carine Hermon, Head of Private Assets Distribution at Lombard Odier, dives into this growing asset class.
         

        Episode 6 – Behind the scenes of Portfolio Construction 


        In our final episode, we bring together key concepts from our series – asset allocation, risk profiles, and asset classes – to explore the process of portfolio construction. Building a well-balanced portfolio is key to long-term financial success.

        Nanette Hechler-Fayd’ Herbe, Head of Investment Strategy, Sustainability and Research, and CIO EMEA at Lombard Odier, explains how we construct portfolios that align with your financial goals.

        our expertise.

        our private banking and wealth management expertise in the middle east.

        our private banking and wealth management expertise in the middle east.

        With offices in Abu Dhabi and Dubai, our Swiss private banking services are dedicated to meeting our clients’ wealth management needs.
        la maison.

        la maison.

        Lombard Odier is an independent global wealth and asset manager, owned by its Managing Partners. The Group is strongly capitalised with a deep focus on sustainability.
        rethink everything®.

        rethink everything®.

        At Lombard Odier, it is our firm conviction that having the confidence to calmly step back provides the clarity to get ahead – to rethink through the noise, to re-evaluate, rethink, and invest in the way ahead. Discover more on how we rethink everything® here.
        wealth management.

        wealth management.

        As experienced wealth managers, our mission is to support our clients in preserving, growing and passing on their private wealth with a personalised approach
        rethink sustainability.

        rethink sustainability.

        At Lombard Odier, we see opportunities for investment across four major economic systems: Circular Materials, Lean Consumer, Inclusive Health and Clean Energy. Together, these capture an attractive investment opportunity as the global economy transitions to a (CLIC®) Economy.

        where we are.

        Our heritage is Swiss, yet our outlook and mind set are resolutely international. With over 25 offices globally, we are able to serve our clients all over the world.

        private clients.asset management.technology for banking.external asset managers.

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