Lombard Odier | Swiss Private Bank Since 1796

Could a strong second quarter mark a peak for bank stocks? We stay constructive on the sector. Some of the drivers behind large US banks’ standout results, including exceptional equity trading revenues, are unlikely to be repeated. But resilient economic growth, improving loan demand and a gradual recovery in capital market activity should drive further earnings growth. In both the US and Europe, solid net interest income and attractive capital returns – with scope for the latter to rise further – underpin the sector. We maintain a positive view on banks and the broader financials sector, which is benefiting from a widening of market leadership beyond technology and a rotation towards cyclical companies. We also monitor risks closely, including banks’ increasing exposure to AI trends, and a potential resurgence of stagflation concerns linked to geopolitical tensions. Read our latest CIO Office Viewpoint for our full analysis: http://spkl.io/60417JeO3 #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

What does it really mean to step away from the company you have built? For many entrepreneurs, a business is more than a company. It is part of their identity. That is why selling or transferring a business goes far beyond the transaction itself. From governance and continuity to family alignment, legacy, and life after exit, every transition raises both strategic and personal questions. Lombard Odier Corporate Advisory explores why anticipating succession early is essential to protect enterprise value, strengthen stakeholder confidence, and help entrepreneurs prepare their next chapter with clarity and purpose. Discover the full insight: http://spkl.io/6047ACckf #entrepreneurs #rethinkeverything #lombardodier

After years of care, expertise, and patience, @Frank P Matthews Ltd has won a Gold Medal at the RHS Chelsea Flower Show 2026 for its celebration of the Malus genus. The recognition comes in the nursery’s 125th year and reflects nearly a decade of preparation, from specialist grafting and careful tree training to the long-term stewardship that has shaped the business across four generations. As proud sponsor of Frank P Matthews at this year’s Chelsea Flower Show, Lombard Odier celebrates an achievement that reflects shared values of long-term thinking and resilience across generations. Read more here to discover the story behind this milestone for Frank P Matthews: @Stephanie Dunn James @Mark Goddard #entrepreneurs #RHSChelsea #ChelseaFlowerShow2026 #rethinkeverything #lombardodier

In a recent article, @Forbes Luxembourg highlights how Lombard Odier integrates contemporary art into its offices in Geneva and Luxembourg as part of its broader approach to culture. Beyond its aesthetic presence, the collection introduces a visual language into private banking, engaging with sustainability as a systemic transition, exploring the wider implications of innovation, and reflecting the social and political dynamics shaping European economies. Through Fondation Philanthropia, this approach also extends to philanthropy as an expression of stewardship. In Luxembourg, it contributes to a changing financial ecosystem where culture can foster dialogue and where complexity is recognised as part of long-term thinking. Read more here: http://spkl.io/6041AAfvD #forbes #art #rethinkeverything #lombardodier

What could financial markets look like over the next decade? Our latest analysis highlights three key charts shaping the long-term investment outlook. Global equities are expected to remain resilient, though the above-average returns of the past decade may be harder to repeat. Bonds, by contrast, are set to reassert their role as a reliable source of income in more balanced portfolios. Against this backdrop, the US dollar appears stretched versus the euro, Swiss franc, and yen. In Switzerland, persistently low rates continue to favour real estate over traditional fixed income as a source of yield. Read more here: http://spkl.io/6048A4pd6 #wealthmanagement #rethinkeverything #lombardodier

Successful entrepreneurs think beyond their business. At Lombard Odier, we guide founders in shaping personal wealth, navigating UK and international tax frameworks, and plan for future generations – so their achievements can endure. As an independent Swiss private bank with over 230 years of experience and a strong balance sheet, we offer stability, discretion, and global expertise. One dedicated banker ensures your investments, wealth planning, and cross‑border structures evolve with your ambitions. Discover how we support entrepreneurs at every stage of their journey: http://spkl.io/6042AFmQn @Dylan Samuel #entrepreneurs #rethinkeverything #lombardodier

How do you truly explore a place like 1Roof? Not only by observing its architecture, but by engaging with the art that lives within it. For the latest LO Society edition dedicated to art, we welcomed our clients to our headquarters for an immersive journey through the works that help define 1Roof’s identity. Moving through the building with @Irina KLEMME, curator of the Pierre Darier and Lombard Odier collections, we examined how each installation was conceived to dialogue with its surroundings – and with those who pass through them. From architectural pieces by Joseph Kosuth and Jesús-Rafael Soto to Window I by Richard Smith, the artworks revealed themselves not as standalone pieces, but as integral elements of the space, shaping perception, movement, and experience. Part of a series of art-focussed encounters launched five years ago, the evening also opened up thoughtful conversations around our cultural vision and the place art holds within our working environment. Thank you to everyone who joined us and contributed to these enriching exchanges. @Frédéric Praz @Michel Zumstein #art #1roof #losociety #lombardodier

What if 2026 were poised to reshape the way investors think about growth, resilience, and opportunity? Last week, @Amer Malik, Senior Executive Officer of Lombard Odier Middle East Ltd, shared his perspective on the region’s dynamic landscape and the important role Lombard Odier is playing in supporting clients across the Middle East through its growing regional franchise. @Michael Strobaek, Limited Partner and Global Chief Investment Officer, then explored the key forces set to define 2026: a soft but still expanding global economy, resilient emerging markets, moderating inflation, and broadly supportive monetary and fiscal policies. He highlighted how shifting geopolitics, rewired supply chains, and the global race for AI leadership are opening new avenues for returns. At the same time, he underscored that today’s environment continues to reward sharp selectivity, genuine global diversification, and a confident yet disciplined pro‑risk stance. A warm thank you to all participants for making this an insightful, engaging, and energising event. @Bobby Chana #investmentinsights #markets #2026outlook #dubai #lombardodier

Europe’s recent heatwaves have done more than disrupt daily life. Low water levels on the Rhine have limited logistics, warm rivers have forced nuclear power cut-backs, and extreme temperatures affected rail networks. Physical climate risks have suddenly become economic risks. As climate volatility intensifies globally, events such as El Niño can amplify weather extremes, affecting agriculture, energy systems, supply chains and inflation. For investors, the key question is no longer simply which companies are exposed to climate change, but which are prepared for it. We see a key question around adaptation, including resilient infrastructure, water management, sustainable agriculture and climate intelligence solutions. Companies that can anticipate disruptions, adapt operations and build resilience may be better positioned to protect profitability and create long-term value. More here: http://spkl.io/60467ywO0 #climate #rethinkeverything

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

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

As geopolitics accelerates changes already underway in our societies, how should investors respond? Trade tensions, conflict and policy uncertainty are pushing governments and companies towards strategic autonomy and resilience. Thematic equity exposures can help investors look through short-term volatility and focus on durable earnings drivers, as capital is redirected and policy priorities change. Our rethink investments report sets out six long‑term themes, based around changes in demographics, technology, infrastructure, security and the sustainability transition. It builds on our rigorous research and analysis into these themes and the investment opportunities that flow from them. Thematic investing can help diversify equity risk, support discipline during periods of market volatility, and capture value creation across cycles. Read our CIO Office Viewpoint to find out how we are rethinking investments in a multipolar world: http://spkl.io/6043ACuk7 @Arnaud Girardin @Sophie Chardon #economicoutlooks #investmentinsights #rethinkeverything #lombardodier

Senior executives: retirement planning is a matter of strategy. How can I structure my wealth effectively? What’s the best way to manage my stock options? Can I retire early without compromising my lifestyle? What are the implications if I relocate abroad? To help you ask the right questions and set clear priorities, explore our publication: “A practical guide to optimising your assets before retirement.” Read more here: http://spkl.io/6049A74HR #wealthmanagement #rethinkeverything #lombardodier

Lombard Odier has been recognised at the @Financial Times @Professional Wealth Management (PWM) Wealth Tech Awards 2026 with two distinctions: Best Private Bank for Digitally Empowering Relationship Managers and Best Use of Technology in Europe. These awards reflect the depth of our digital ecosystem, including G2 and My LO, developed to deliver seamless, intuitive, and secure experiences for both clients and relationship managers. As @Geoffroy De Ridder explains, “our strongest outcomes are achieved when cross‑functional teams unite to align innovation with client priorities and operational excellence.” As client needs continue to evolve, we remain focussed on advancing our platforms to deliver clarity, confidence, and uncompromising quality in digital wealth management. Read more here: http://spkl.io/6043AADNN #awards #tech #rethinkeverything #rethinkeverything

Cross-views: investing through uncertainty, shaping the future of finance. At a recent conference hosted by Lombard Odier at 1Roof, clients and experts gathered to explore today’s key investment questions, from geopolitics, energy markets, inflation, and interest rates to digital assets and tokenisation. Insights from @Nadine Mottu, Partner and Co-head ‘Grandes Familles’; @Samy Chaar, PhD, Partner, Chief Economist and CIO Switzerland; and Sébastien Dessimoz, Co-founder and Managing Partner at @Taurus SA, highlighted both the resilience of global fundamentals and the ongoing transformation of financial infrastructure. As Samy Chaar noted: “Twelve months after the start of a conflict, markets are generally higher. The key is not the conflict itself, but whether it alters growth, profits, and interest rates. Investors should remain invested as long as the global economy continues to expand.” Between short-term uncertainty and long-term structural change, the challenge remains to stay invested with discipline while identifying the forces reshaping tomorrow’s financial system. Learn more here: http://spkl.io/6043A2NQl #finance #rethinkeverything #lombardodier

Are UK business owners ready for 6 April 2026? From that date, a long standing pillar of UK estate planning will change. Inheritance tax relief on qualifying business assets will fall to 50 percent above GBP 2.5 million, ending more than 30 years of near-total exemption for many entrepreneurs. For owners of high value, illiquid businesses, the question is no longer whether an IHT liability exists, but how it will be funded – and what steps should be taken before the deadline. Wills may need revisiting. Succession strategies may need accelerating. Trust-based planning, where appropriate, must be completed by 5 April 2026. As the window narrows, options diminish. Early, thoughtful planning helps preserve choice and protect both family interests and business continuity. Read our analysis on what business owners should consider now: http://spkl.io/6047ASHaR #UK #tax #rethinkeverything #lombardodier