Structured products
A solution for every need
Recognising that each investor is unique, we begin our holistic approach with understanding your personal situation and the objectives you have, whether you opt for a multi-asset managed solution or for making your own investment decisions.
As our priority is to understand your situation, your financial journey starts with an assessment of your needs and your preferences. Our holistic approach takes into consideration your overall wealth, within UBP and outside. You are our partner in designing your investment strategy. We will develop a goal-oriented solution designed to meet your specific objectives and constraints.
Whether a management service, an advisory mandate, or another innovative personalised solution suits you best, our investment expertise will ensure you have access to our institutional capabilities, a flexible integrated model and dedicated ongoing support.
Managed solutions
Discover our diversified and specific strategies based on UBP's Investment Committee’s recommendations, tailored to your objectives and risk tolerance. They are managed actively through our expertise across all asset classes.
Advisory
UBP's specialists are on hand to support you in your decision-making process.
We suggest; the decision is yours.
Our in-house expertise
For over two decades, we have provided our clients with access to leading investment funds, employing meticulous analysis, and continuous monitoring.
Where our expertise brings added value, we offer our in-house UBAM funds and a know-how in a wide array of asset classes: Equities, Fixed income, Alternative investments, Impact investing, Multi-asset
Leverage the power of diversification with our actively managed certificates (AMCs) to seize market opportunities. They are a simple and cost-effective way of participating in the performance of a wide range of asset classes through a strategy basket or tailor-made index without having to buy the underlying assets individually. Contact us for more information
Driven by our commitment to protect and grow your wealth now and for future generations, we are increasingly integrating sustainability into our investment advisory and wealth management activities. Learn more.
Investment Rendezvous
Exploring the key investment trends
13.05.2025
UBP House View - May 2025
Equity markets welcomed Trump’s 90-day tariff truce by rebounding swiftly. However, we are maintaining a wait-and-see stance during this pause, while hedging against potential US dollar weakness by increasing our exposure to gold.
08.05.2025
One Bank: The strength of teamwork
We recently held UBP’s Wealth & Asset Management Forum at the InterContinental hotel in Geneva. The event brought together 250 people from different – in some cases distant – parts of the group. The guests included many fresh faces following the acquisition of SG Kleinwort Hambros and SG Private Banking Switzerland, as well as some non-acquisition joiners who came to UBP less than a year ago.
05.05.2025
90-day tariff truce: what lies ahead?
On 9 July, President Trump’s 90-day tariff suspension is set to expire. What will this mean for investors?
02.05.2025
Demand for gold continues to rise
Since early November 2024, the gold price has risen from USD 2,600 to highs of above USD 3,500 per ounce. The precious metal received additional support in early February when investors realised that Donald Trump was serious about his tariff programme.
24.04.2025
Teresa Lee hits the ground running as UBP’s North Asia boss
More than six months into her role as region head for North Asia at UBP, Teresa Lee is wasting no time making her mark across the markets of Mainland China, Hong Kong, Taiwan – and even the Philippines.
16.04.2025
UBP House View - April 2025
Tactical risk management helped us ride out one of the sharpest market dips since 2020. Gold and cash remain reliable safe havens.
08.04.2025
World growth under tariffs
The tariffs announcement by US President Trump last Wednesday evening exceeded most expectations, raising the average tariff on US imports from 2.5% to 24%, a level not seen since the 1930–40s.
02.04.2025
Technology: providing access to the Chinese market
Supported by innovation and the government, technology is the only Chinese sector offering great visibility.
01.04.2025
Union Bancaire Privée completes acquisition of SG Kleinwort Hambros, strengthening UK presence
Union Bancaire Privée, UBP SA (UBP) announces the successful completion of its acquisition of SG Kleinwort Hambros from Societe Generale, marking a significant milestone in the Bank’s international growth strategy.