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At UBP, we understand equities' vital role in a well-diversified portfolio, and we are committed to helping our clients find the right investment solutions for them.
Equities, also known as stocks, represent ownership stakes in companies, giving investors access to a share of a company’s profits and growth potential. Over the long term, equities have historically delivered higher returns than other asset classes, making them a key component of many investors' portfolios.
However, equity investing also comes with its share of risks. Stocks' values can fluctuate based on various factors, including economic conditions, market sentiment, and company-specific events. This is where the expertise and guidance of a skilled investment partner can add value.
At UBP, we take a disciplined, research-driven approach to equity investing. Our experienced teams of investment professionals are dedicated to identifying the most compelling opportunities across global markets while carefully managing risk. We provide a range of equity strategies designed to meet the diverse needs and objectives of our clients.
Our global equity strategies focus on investing in alpha opportunities across sectors and regions. We combine rigorous fundamental analysis with a keen understanding of international market dynamics to identify attractive investments.
Our Swiss-based team leverages its deep understanding of local and global markets to uncover high-quality Swiss companies with solid growth potential and sustainable practices across all market caps.
Our Impact Investing franchise seeks out innovative companies set to capitalise on changing regulations, disruptive technologies, and shifting consumer demands. Our approach focuses on long-term value creation opportunities, while promoting a sustainable future.
Our Japanese equities team deploys in-depth research with astute insights into the unique dynamics of the Japanese market to single out opportunities which best fit our clients’ portfolios.
The dynamic world of equity markets presents both excitement and challenges. This is where the value of a knowledgeable and experienced partner is truly differentiating. Our dedicated teams across Swiss, global, and Japanese equities are committed to uncovering compelling opportunities while carefully managing risks.
Take the first step towards unlocking equity markets' potential. Contact our specialists today to discuss how our distinctive approaches can help you achieve your investment aspirations.
18.12.2024
From 9–12 December, Building Bridges attracted over 3,000 professionals from banks, insurance companies, big corporations, governments, international organisations, NGOs and academia for more than 70 plenary sessions, discussions, and workshops. Combined with over 6,000 viewers online, attendance at the 2024 edition of Switzerland’s leading sustainable finance event reached a record high.
10.12.2024
In the three years since the launch of our biodiversity strategy, the investment landscape has undergone significant transformations, particularly in the realm of biodiversity and nature finance.
06.12.2024
Where should investors position themselves following Trump’s re-election? To discuss this, our expert Cédric Le Berre had a chat with our partner Bell Asset Management’s Chief Senior Strategist, Andrew Sleeman.
26.11.2024
In their latest podcast, UBP’s Co-Heads of Swiss and Global Equity, Martin Moeller and Eleanor Taylor Jolidon, provide us with their insights into the equity space, and in particular global equities, as the year draws to a close and we move into 2025.
18.11.2024
Artificial intelligence has been discussed at previous climate conferences: as early as 2021 in Glasgow, there were discussions about both the benefits of AI, and the probable need for additional resources to power it.
11.09.2024
You might have heard about our Swiss & Global Equity team’s investment approach, which revolves around cash-flow return on investments (known as CFROI – Source: UBS HOLT) and the selection of companies with high and stable CFROI only for some of its portfolios. This is a measure that gives an indication of a company’s ability to create value.
10.09.2024
We explore the importance of nature in our economies and societies – the concept of 'nature-positive', and how businesses can contribute to this global societal goal – in our interview with Dr Noëlle Kümpel, Senior Advisor at BirdLife International.
04.09.2024
As part of its partnership with Peace Parks Foundation, UBP is guided by their expertise in biodiversity measurement and applies this knowledge when engaging with the corporate sector. The aim is to help companies learn from the conservation specialists and disclose more accurate data on nature.
25.08.2024
In a bid to preserve their own industries and reduce their dependency on China, the US and EU recently raised trade barriers against Chinese companies, sparking concerns about the cost and pace of the West’s energy transition. The debate is complex, and environmental and social externalities are a crucial part of it.
