Lombard Odier | Swiss Private Bank Since 1796

Is AI driving a speculative bubble? “This time is different,” says our Global CIO Private Bank @Michael Strobaek, who sees no sign of worrying excesses. In an interview with leading Swiss newspaper the @NZZ, he discusses how the groundbreaking technology is being adopted widely and at an incredible pace. He expects US-China rivalry to drive the ongoing development of two separate ecosystems, with significant investment in computing power, energy infrastructure, and productivity-enhancing technologies. While upcoming AI-related IPOs may command demanding valuations, continued spending across the ecosystem could sustain investment and economic activity beyond the technology sector alone. Massive spending on AI infrastructure will "pay off one way or another," he notes. Read the full interview: http://spkl.io/60457pfbt #switzerland #AI #rethinkeverything #lombardodier

For Clarins, longevity isn't just a skincare ambition. It's a family ambition. For more than 70 years, the @Groupe Clarins has expanded across the world while remaining true to its roots as a family-owned business. A rare combination of continuity and reinvention. As members of the third generation, cousins, Virginie and Prisca Courtin grew up with the values instilled by founder Jacques Courtin. Today, they are helping ensure those values continue to guide the business while preparing it for the future. In conversation with Lombard Odier, they share their perspective on leadership, succession, family governance and the delicate balance between individual freedom and a collective vision. A thoughtful discussion on legacy, responsibility and what it truly means to pass something on. Read more: http://spkl.io/60447pgRi #rethinkeverything #lombardodier

What makes a business exit successful? Valuation matters. But for many entrepreneurs, the bigger challenge begins after the transaction. A business sale can transform an illiquid asset into significant financial wealth. It can also raise new questions about family, governance, investment and future projects. As @Maxime Dubouloz and @Jules Boudrand, Directors Corporate Advisory, explain: preparing for life after the business can be just as important as preparing the business for sale. Read more here: http://spkl.io/60477rwvR #entrepreneurship #wealthplanning #lombardodier

Can collector cars still deliver attractive returns in today’s market? As the market transitions from post-pandemic optimism to a more selective, data-driven environment, factors such as higher interest rates, digital transformation, and shifting demographics are influencing performance and demand. From rare Ferraris to modern “youngtimers”, what is driving value today, and where could opportunities emerge next? Explore the trends shaping today’s collector car market: http://spkl.io/60427O0ge #cars #rethinkeverything #lombardodier

A first in Switzerland: 1Roof has achieved both @SNBS Platinum and BREEAM Outstanding, the highest certifications awarded by both leading sustainability standards. The dual certification recognises excellence across environmental, social, and economic performance, confirming 1Roof's position as a new benchmark for sustainable buildings. From its connection to GeniLac, which uses water from Lake Geneva for efficient heating and cooling, to high-quality, flexible workspaces designed with wellbeing and collaboration in mind, 1Roof brings sustainability to life in a concrete and measurable way. As @Alexandre Meyer, Managing Partner, highlights: "Achieving the highest levels of two such demanding certifications demonstrates that our Maison is turning its sustainability commitments into tangible results." Explore the story behind this milestone: http://spkl.io/60407yt0k #sustainability #architecture #innovation #lombardodier

Can risk assets sustain their momentum as geopolitical risks recede into the second half of 2026? Our base case is that an interim US–Iran agreement reduces energy uncertainty, allowing oil prices, inflation and bond yields to normalise, while resilient growth and liquidity remain supportive. We expect a broadening of stock market leadership beyond technology as lower oil prices and improved sentiment lift cyclicals and earnings dispersion. In portfolios, we stay overweight global equities with a preference for emerging markets and US small caps, while shifting sector preferences towards financials. We raise government bonds to neutral to lock-in yields, favour selected sovereigns, and maintain exposure to higher-yielding currencies. Diversifiers, including convertibles and alternatives, remain relevant as volatility persists into the US midterm cycle. Read more: http://spkl.io/60417Gebz #CIOViewpoint #rethinkeverything

What does the next chapter of a long-standing partnership look like? For Lombard Odier and @Alpha Japan LO am Ltd., it means bringing our respective investment and distribution capabilities into closer alignment. Building on nearly two decades of collaboration, this new phase expands access to Lombard Odier's global asset management solutions for Japanese institutional investors, while strengthening the distribution of Alpha Japan LO am's specialist Japanese equity strategies across Europe and the UK. As @Jean-Pascal Porcherot, Managing Partner at Lombard Odier Group and Co-Head of @Lombard Odier Investment Managers, comments: “Together, we will deepen access for European investors to a best-in-class pure-play Japanese equities capability, while expanding our ability to serve Japanese institutions and distributors with differentiated asset management solutions across sustainable investment, private assets and systematic strategies.” Read more here: http://spkl.io/604771tf1 #japan #assetmanagement #rethinkeverything #lombardodier

How will the UK’s 2026 carried interest tax changes affect private equity professionals? From 6 April 2026, carried interest is taxed as income rather than capital gains, changing the framework for fund managers and internationally mobile executives. For those with cross-border careers, the analysis goes beyond headline tax rates – the location of services performed, UK workdays, and future residence plans can all influence the outcome. Will your carry qualify? And how might UK services and future residence plans affect your position? Explore what the new rules could mean for you: http://spkl.io/60467E6b8 #UK #privateequity #rethinkeverything #lombardodier

What will define the next era of wealth management? In a recent feature by @Trends-Tendances, Lombard Odier shared its perspective on the how the Belgian private banking landscape is being reshaped by entrepreneurship, global diversification, and the largest intergenerational wealth transfer in history. As expectations evolve, transparency, impact, and long-term partnerships are becoming central to how families manage and preserve their wealth across generations. Read more: http://spkl.io/60447BGPO #belgium #wealthmanagement #rethinkeverything #lombardodier

What should a private bank’s headquarters say about the institution it represents? We are proud that 1Roof has now been recognised as “Best Headquarters” at the 2026 @Monocle Design Awards, with the project featured in Monocle’s May issue. As Hubert Keller, Senior Managing Partner at Lombard Odier, puts it: “It’s more than a building, it represents who we are today.” For Lombard Odier, 1Roof was conceived as more than a workplace. Bringing together more than 2,000 employees previously spread across six sites in Geneva, the @Herzog & de Meuron-designed building on the shores of Lake Geneva reflects our long-term vision and our values of integrity, openness and sustainability. Discover more about the thinking behind 1Roof: http://spkl.io/6045AhkSS ©@Hannes Heinzer MarisMezulis #architecture #rethinkeverything #lombardodier

European equities continue to face scrutiny – but are investors overlooking the region’s long-term strengths? In an interview with @De Standaard , @Michael Strobaek, Lombard Odier’s Chief Investment Officer, explains why we continue to see opportunity in both European equities and emerging markets despite ongoing geopolitical and economic uncertainty. “European equities are cheap, and Europe still has companies that form a strong industrial backbone,” he notes. From energy security to the global AI race, discover his perspective on the forces shaping markets – and why staying invested remains key: http://spkl.io/6045ACmxF #economicoutlooks #rethinkeverything #lombardodier

Did you know that a second pillar buyback can help you reduce your taxes while securing a stronger retirement income? Beyond improving your financial position today, this approach helps you preserve your lifestyle and peace of mind for the long term. In our latest article, explore how to plan your buyback effectively – with key steps, financing insights, and practical advice to make the most of your pension assets. More here: http://spkl.io/60477pLRL @Gilles Panchard #rehtinkeverything #lombardodier

Does true leadership begin when we stop trying to control everything? In this second episode of Season 2 of Voices of Entrepreneurs, @Caroline Poissonnier, @Mathieu Flamini and @Edouard de Saint Pierre share and compare their experiences across family business governance, entrepreneurship, elite sport and supporting companies through key stages of their development. Their journeys point to a different view of leadership: leading means setting a clear direction, helping talent grow and bringing people together around shared values. But above all, it also means accepting that you cannot control everything: surrounding yourself with the right people, trusting them, evolving the business without losing its DNA and, one day, recognising that it must be able to continue growing without you. Read the article: http://spkl.io/60447p1M0 @Le Figaro #lefigaro #leadership #rethinkeverything #lombardodier

EUR 33 trillion. That is the amount held in savings by European households. Yet as Europe seeks to strengthen its competitiveness, too little of this capital is invested in the infrastructure, innovation, artificial intelligence and strategic industries that will shape its future growth. In a recent article published in @Le Temps, @Michael Strobaek, Global Chief Investment Officer, explains why one of Europe’s key challenges is to channel more capital towards its economic and strategic priorities. Read more: http://spkl.io/60447reNq #europe #wealthmanagement #rethinkeverything #lombardodier

Confidence is a critical ingredient for growth. In an interview with @The Daily Telegraph, Lombard Odier's UK CEO @Mark Goddard explores why policy certainty, access to long-term capital, and the right environment for entrepreneurs and investors are key to unlocking the UK’s growth potential. From venture capital to pensions and scale-up funding, creating the certainty and confidence to invest could be as important as providing capital. Explore Mark Goddard’s full perspective: http://spkl.io/60407rPfE #UK #entrepreneurs #rethinkeverything #lombardodier

The future of wealth management will be hybrid, but its heart will remain human. In an opinion piece published in @Le Temps, @Serge Fehr, Limited Partner and Head of Domestic Switzerland at Lombard Odier, explains that while technology and AI will enhance analysis and precision in wealth management, they cannot replace what remains essential: listening, human expertise and trust. More than ever, the banker remains a long-term partner, supporting clients across every dimension of their wealth, with an approach shaped by centuries of experience serving families. Discover Serge Fehr’s perspective on the future of wealth management: http://spkl.io/60457rpYB #wealthmanagement #rethinkeverything #lombardodier

Can nature become a new form of economic infrastructure? As climate risks intensify, degraded ecosystems are increasingly translating into financial risk, from rising insurance losses to greater exposure across assets and supply chains. Conversely, healthy soils, forests, and watersheds can help strengthen resilience, support economic stability, and protect long-term value. With an estimated USD 7 trillion nature finance gap to close, private capital will be essential to scaling regenerative agriculture, sustainable forestry, and other nature-based solutions. Read more here to explore why investing in nature could become essential to protecting future growth: http://spkl.io/60407POMg #nature #rethinksustainability #rethinkeverything #lombardodier

Entrepreneurs’ decisions do not simply add up; they form a continuum. Each one already prepares the next, sometimes years in advance. During a discussion between experts, @Patrice Gras, Head of Swiss clients in Geneva, alongside @Maxime Dubouloz, Corporate Advisory Director, @Samuel Meylan, Head of Wealth Planning for Switzerland at LO Patrimonia, and @Benoit Ricou, Private Banker, shared their perspectives on the key moments that shape an entrepreneurial journey. One clear takeaway emerges: growth decisions are more effective when viewed through a holistic lens, because they already influence governance, wealth structuring, and the conditions for a future transfer. Because when the time comes to transfer or sell the business, the room for manoeuvre is largely defined. Organisation, governance, and the ability to operate without the founder are what reveal a company’s true value, not solely its financial performance. Read more here: http://spkl.io/60467Je52 #entrepreneurship #succession #governance #lombardodier

What if second-hand becomes the default choice, not the alternative? @Vinted shows this shift is already happening. The platform has become a European leader, driven by the rise of the circular economy, digital habits, and stronger price sensitivity. Its advantage is clear. It makes second-hand simple, reliable, and cost-efficient. Therefore, it creates a powerful network effect where buyers and sellers reinforce each other. The strategy goes further. With @Vinted Go and Vinted Pay, logistics and payments are integrated. As a result, transaction costs fall and volumes increase. After 15 years, the model is now profitable and still expanding, including beyond Europe. Vinted is no longer just a resale platform. It is building the infrastructure of re-commerce. Read more here: http://spkl.io/60467yISA #recommerce #circulareconomy #lombardodier

Are central banks set to repeat their 2022 response? In an interview with @L'Echo, our Chief Economist @Samy Chaar, PhD explains why today’s inflation looks different. While price pressures are driven largely by energy, wage growth and domestic inflation remain subdued – suggesting central banks are unlikely to respond as aggressively as they did in 2022. The Federal Reserve may remain cautious on rate cuts until energy-driven inflation eases, even as economic conditions stay resilient. Against this backdrop, we believe the greater risk for investors may be being out of the market rather than staying invested. Read the full article: http://spkl.io/6047712K3 #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

What separates entrepreneurs who scale successfully from those who stall? At a recent Lombard Odier event, leading UK founders shared insights into what it takes to build, scale, and exit a business successfully. The entrepreneurs who succeed solve mission-critical problems, embrace uncertainty, build trusted teams, and plan for succession long before an exit is on the horizon. From authenticity and resilience to relationships and legacy, the founders reinforced a simple truth: there is no blueprint for entrepreneurial success – but the choices founders make, and the people they surround themselves with, can make all the difference. Discover insights from leading UK entrepreneurs: http://spkl.io/60487EgOq #UK #entrepreneurs #rethinkeverything #lombardodier

How can investors turn today’s uncertainty into sustainable opportunities? Geopolitical tensions, market volatility, rising oil prices, and persistent inflation create an environment in which familiar reference points can quickly become blurred. Yet sound wealth management is not about reacting to every market movement; rather, it rests on a holistic vision encompassing asset allocation, tax planning, liquidity management, wealth transfer, family governance, and long-term objectives. At Lombard Odier, we support our clients through a disciplined and integrated approach, helping them make decisions in a methodical and considered manner rather than out of short-term anxiety. Learn more: http://spkl.io/604878Zgo @Le Temps #wealthmanagement #rethinkeverything #lombardodier

How is private banking evolving in an increasingly uncertain world? In an interview with @Funds Society España, @Iván Basa Segimón, Managing Director of Lombard Odier in Spain, explains why today’s market volatility is not slowing private banking growth, but raising expectations around expertise, technology, and personalised advice. From intergenerational wealth transfers to artificial intelligence and long-term relationships, the interview reveals how the industry is adapting to a new era of wealth management. Read more here: http://spkl.io/60417BURl #spain #wealthmanagement #rethinkeverything #lombardodier

How can investment risk oversight remain consistent across business lines, asset classes, and geographies in an increasingly complex environment? To address this crucial issue, we are expanding our existing engagement with @Bloomberg. Announcing the move today, @Alexandre Meyer, Managing Partner at Lombard Odier, said, “"As part of the transformation of our target operating model, we are rolling out Bloomberg-developed investment risk solutions across our Wealth Management and Private Banking activities, following their long-standing use in Asset Management.” Discover more about our collaboration with Bloomberg: http://spkl.io/604876UYE #mediarealease #rethinkeverything