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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.
09.07.2024
Research confirms that companies that do not embed sustainability targets into executive remuneration strategies struggle to motivate executives to adopt sustainable practices, leading to misalignment with societal expectations and stakeholder interests.
19.06.2024
We believe that the time is ripe to consider allocations to emerging equities for impact investors. Mathieu Nègre, Co-Head of Impact Investing, covers both the regional and thematic aspects and shares our outlook.
11.06.2024
2023 offered a mixed bag for sustainability. While economic anxieties dominated the news cycle, significant strides were made in recognising the interconnectedness of environmental and financial well-being.
21.05.2024
UBP’s impact team believes in the pivotal role regenerative agriculture has to play in addressing environmental challenges and fostering long-term prosperity. This theme can provide fertile ground for investors looking at impact investing.
26.04.2024
Following a relatively lacklustre performance in 2023 and the Swiss National Bank’s recent interest rate cut, is now the time to revisit the Swiss equity opportunity set? In this Investment Rendez-Vous podcast, Eleanor Taylor Jolidon, co-head of UBP’s Swiss and Global Equity team, walks us through Swiss business models, current valuations and industries of particular interest.
17.04.2024
As 2023’s concentrated market rally is extending into 2024, equity investors are worried about a potential consolidation or pullback.
27.03.2024
As the “Magnificent 7” generate risks in the segment, diversification within equities becomes key. Global small- and mid-cap (SMID) stocks, represented by the MSCI World SMID Cap Index, are emerging as a compelling option.
12.03.2024
Investors may find the strong fundamentals and stable economic, political and social aspects of Switzerland attractive in terms of equity investments in a year which may be dominated by geopolitical newsflow.
