Lombard Odier Asia

Navigating change in today’s wealth management landscape requires both agility and a long-term perspective. At the Banking Summit Asia 2025 in Hong Kong, hosted by FT Live in collaboration with The Banker, Omar Shokur, our Regional Head of Private Clients, joined fellow industry leaders to explore how shifting generational dynamics, market volatility, and technological innovation are reshaping client expectations and investment strategies. Here are some of the key takeaways that Omar shared: - Market Volatility: Despite the volatility and noise in today’s markets, investors appear focussed on earnings, and are willing to look through inflationary pressures and the build-up of debt. We see a growing interest in emerging markets after several quiet years, and recommend that investors adapt and review asset allocation in a dynamic manner. At Lombard Odier, we continue to guide clients back to core asset allocation principles, staying grounded amidst the noise and volatility. - Regional Perspectives: As a Swiss private bank with deep roots in Asia, we see distinct client styles across regions. European clients tend to have a less transactional and more holistic approach to portfolio construction compared to Asian clients. However, structural and secular trends are slowly shifting the model in Asia. Numerous factors – including the complexity and volatility of today’s markets, and intergenerational wealth transfer – are pushing Asian wealth management towards a more holistic approach.  - Technology & AI: AI is also impacting wealth management, from streamlining presentations to enabling deeper client engagement. But while digital interfaces are now essential, human insight and communication remain irreplaceable. Especially in a “relationship” industry such as wealth management. - Private Equity: Interest in private equity is rising, with an emphasis on the optimum model, allocation strategy, and client education. As the industry evolves, we remain committed to delivering clarity, conviction and personalised advice anchored in long-term thinking and human insight. #FTBanking #leadership #wealthmanagement #privatebanking #lombardodierasia

What does Trump’s second presidency mean for markets? That was the central question we explored with esteemed guests at our recent Market Outlook event in Singapore. Our Regional Head of Private Clients, Asia, Omar Shokur, opened the evening with a reflection on how market disruption and volatility have become the new normal. He highlighted how, at Lombard Odier, we rethink through the short-term noise, taking a step back to view the bigger picture, so we can act with clarity, imagination, and conviction. He was joined by John W., our Asia CIO, who presented our latest House View and participated in a dynamic panel discussion alongside Dhiraj Bajaj, CIO of Asia Fixed Income and Equities and Homin Lee, Senior Macro Strategist. Moderated by Nivedita Sunil, our Portfolio Manager and Senior Credit Analyst, the panel unpacked how the intensifying US-China rivalry could shape investor sentiment and long-term strategy. The evening concluded with a lively Q&A session, where clients engaged with our experts in deepening insights and rethinking their own investment outlooks. We would like to say thank you to all who joined us. We look forward to continuing the conversation. #rethinkeverything #rethinkstability #privatebanking #marketoutlook #lombardodierasia 

China’s Fourth Plenum comes at a pivotal time for the world’s second-largest economy. It signals a strategic shift toward economic self-reliance amidst slowing growth, rising geopolitical tensions, and a bold new stance on rare earth exports. From semiconductors to clean energy, the ripple effects could be profound. In his latest byline for The Business Times, John W., our Asia CIO explores the implications for industries, markets, and international relations. Read more here: https://lnkd.in/gRAdp-kM #investmentinsights #privatebanking #rethinkeverything #rethinkstability #lombardodierasia 

In a world that feels increasingly unpredictable, there has never been a greater need for stability. At Lombard Odier, we believe stability isn’t about standing still – it’s about constantly evolving with purpose. For over two centuries, we’ve embraced change as a constant, rethinking how we serve our clients and navigate complexity. Because we know that in times of chaos, stability is not static – it is constantly created. Discover how we #rethinkstability and #rethinkeverything here: http://spkl.io/6043AXjBS #rethinkstability #rethinkeverything #lombardodierasia 

We were proud to host the latest Asian edition of our LO Generations client event series in Singapore last month. Designed to spark dialogue around wealth management for the next generation, the two-day programme brought together 30 participants from Singapore, Thailand, Japan, Hong Kong and as far afield as Brazil. We were honoured to welcome our Managing Partner, Xavier Bonna, on his first visit to Asia since assuming his new role. He joined us for a tour and dinner held at The Private Museum, showcasing works by one of Singapore’s foremost realist painters from the 1960s. Xavier shared his vision for Lombard Odier, emphasising sustainable innovation and the importance of maintaining a local presence within a global strategy. He also led a thought-provoking panel discussion on “The Art of Legacy: Inheriting the Past, Rethinking the Present, Creating the Future”, alongside three regional experts and next-gen leaders. Also in attendance were Omar Shokur, Regional Head of Private Clients, Asia; Andrea Meierhofer, Southeast Asia Market Head, Private Clients; Pierre-Yves Lombard, Representative Director and Head of Private Banking, Japan and John W., Chief Investment Officer & Head of Investment Solutions, Asia. The second day of the Summit featured a full-day immersive workshop on portfolio construction and long-term investment strategies, equipping participants with knowledge and practical tools to navigate today’s evolving financial landscape. Beyond the insights and discussions, what truly stood out were the friendships forged. Over two days, participants shared their aspirations, connecting across cultures and geographies. These bonds reflect the spirit of Next Gen clients: building a community where legacy is not just inherited, but shaped together. #privatebanking #rethinkeverything #lombardodierasia 

“We truly believe we have a tier one DPM business.” That was the message from Jack Siu 邵志銘, our Asia Head of Discretionary Portfolio Management, as he shared insights with Asian Private Banker on why clients are turning to professional investment services amid market volatility. From strong performance and inflows to tailored fixed income solutions and long-term portfolio strategies – read the full interview to find out more about our DPM offering, which is built on deep expertise, disciplined processes, and a client-centric approach: https://lnkd.in/gDXS-_wJ #privatebanking #wealthmanagement #rethinkingeverything #lombardodierasia 

We were honoured to co-host this impactful sustainability forum with Kasikorn Asset Management, bringing together institutional investors and provident funds to explore how global sustainability trends are shaping Thailand’s investment landscape. It was a privilege to have our Senior Managing Partner, Hubert Keller, deliver a keynote address on why asset managers and owners must continue to prioritise sustainability – even amid shifting market sentiment. We were also joined by our Limited Partner and Global Head of Strategic Alliances, Vincent Magnenat, in support of our shared commitment to advancing sustainable finance in Asia. The forum sparked meaningful conversations around sustainability and investment, reinforcing the value of collaboration in navigating the evolving ESG landscape. We look forward to many more to come. #rethinksustainability #strategicalliances #lombardodierasia

We were honoured to join leading families and clients at KBank Private Academy (KPBA) The Legend 2025 in Bangkok, for an event hosted by KASIKORNBANK (KBank), our Strategic Alliance partner in Thailand. Joining prominent Thai thought leaders and global investment experts, Pierre-Yves Lombard, our Representative Director and Head of Private Banking, Japan, shared insights with more than thirty high-net-worth Thai clients. Leading a session entitled “The Billionaire Economy: How Leading Ultra-High-Net-Worth Families Manage, Preserve, and Grow Wealth,” Pierre-Yves explored key themes including wealth planning, asset allocation, sustainability and philanthropy, and took part in a fireside chat and Q&A to enable participants to engage directly. We’re proud to collaborate with KBank Private Banking to bring meaningful insights to leading families in Asia – and look forward to more shared learning ahead. #privatebanking #rethinkeverything #strategicalliances #lombardodierasia

With Japanese government bond yields reaching record highs, investors now face a rare moment of choice: keep funds at home or invest abroad. In his latest byline for The Business Times, John W., our Asia CIO, explores why the 30-year Japanese government bond yield could be the world’s most important risk indicator - and what a potential repatriation of USD trillions in overseas assets could mean for global markets. Read his insights here: https://lnkd.in/gXbgefZS #investmentinsights #economicoutlooks #rethinkeverything #lombardodierasia

What does it take to build a resilient portfolio in today’s rapidly changing world? Jack Siu 邵志銘, our Head of Discretionary Portfolio Management, Asia, shares his perspectives in The Business Times' Who's Who in Private Banking feature. He discusses how our investment approach distinguishes between market “noise” and fundamental shifts, and why diversification, rigorous research, and a long-term view are key to building a robust portfolio. Discover Jack’s commentary on how we help investors stay ahead in a complex market environment: https://lnkd.in/g_A6ytJE #investmentinsights #rethinkeverything #lombardodierasia