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You and your clients have specific and varied needs. Our strategic capabilities and extensive range of investment solutions have been developed so that we can meet them.
Once you have determined your investment approach, we will provide you with access to markets, products and investment themes while proactively engaging with you on the latest market updates and investment opportunities.
You can draw on the full spectrum of our strategic capabilities:
A directly accessible team of sales traders, based in Geneva and Zurich, who:
Our range of structured products is an attractive alternative to traditional investments and caters for many different risk profiles.
Our specialised team provides a broad range of pay-offs tailored to your clients’ risk appetite, diversification requirements and return expectations.
Depending on the structured product’s complexity, we are able to efficiently translate an investment idea into an investable product in just a few hours or a few days.
A click-and-trade platform is also available for a swifter selection and execution of the product.
Access a wide range of asset classes through an actively managed certificate (AMC): a fully flexible and transparent investment vehicle designed for the demanding investor.
An AMC is a structured product which offers investors a simple and cost-effective way of participating in the performance of a wide range of asset classes through a single and synthetic strategy basket or tailor-made index without having to buy the underlying assets individually.
With AMCs, UBP offers external asset managers the ability to externalise the operation, administration and tradability of an investment strategy so that they can focus on their real added value: asset allocation management and client relationships.
In addition, UBP can provide external asset managers with access to the CREAM platform, a single, state-of-the-art platform for centralised and secure access to all certificates. CREAM is an easy-to-use tool which provides various portfolio views and key figures, rebalancing capabilities and access to certificate documents and performance reports.
Through you, your clients can draw on our investment professionals’ extensive expertise to tap into the full potential of global financial markets.
Every year our cutting-edge know-how earns us awards from independent research bodies. These distinctions attest to our ability – and that of our managers and our funds – to combine agility and innovation in our quest for performance.
We offer a broad range of long-only and alternative funds with most of our strategies managed internally.
The Private Markets Group (PMG) is an exclusive UBP team dedicated to professional investors; the team identifies, analyses and selects transactions providing clients with unique investment opportunities. PMG helps those clients diversify their overall portfolio allocation beyond traditional instruments by using tangible assets generally only reserved for institutional investors.
On request, we can analyse your clients’ wealth structure with our highly experienced in-house wealth planning team to help you pinpoint risk areas and identify wealth planning opportunities in line with your clients’ needs and objectives, such as dedicated funds and life insurance.
A dedicated EAM team of over 40 professionals providing services across all our booking centres.
Team Head
Frédéric Toselli
15.10.2024
At Union Bancaire Privée (UBP), External Asset Managers (EAMs) represent around CHF 20 billion in assets under management (AuM), and so the service and support it provides to EAMs is an important part of UBP’s business. We spoke about UBP’s EAM business in Switzerland with those that lead it.
03.10.2024
The Fed’s long-awaited rate cut in September marks the start of a new easing cycle. With the end of the higher-for-longer narrative, investor expectations have shifted, prompting portfolio adjustments and risk premia arbitrage.
01.10.2024
Over the summer months, gold rose to new all-time highs at levels of around USD 2,685 per oz. The nearly relentless rise in the gold price reflects several factors.
16.09.2024
In mid-August, UBP raised its conviction rating on hedge funds from 3/5 to 4/5, reflecting the belief that alternative investments are well-positioned to navigate the shifting market landscape.
13.08.2024
Summer is in full swing, and with it comes first-half results season for Swiss banks. These announcements can sometimes seem like an alphabet soup, with terms like CET1, LCR and NSFR representing financial ratios that are meant to help assess a bank’s solvency.
06.08.2024
The attempted assassination of Donald Trump, Joe Biden's withdrawal from the race, and the rise of Kamala Harris: unexpected twists have emerged in the US presidential election.
05.08.2024
Union Bancaire Privée, UBP SA (UBP) and Societe Generale announced today that they have entered into two exclusive agreements whereby UBP will acquire Societe Generale’s Swiss private banking activities (Societe Generale Private Banking Suisse) as well as their UK and Channel Islands wealth management arm (SG Kleinwort Hambros). Both transactions are expected to be completed by the end of the first quarter of 2025.
25.07.2024
We recently concluded a series of dynamic mid-year Investment Outlook events in key global cities, all with the theme of “Back to the Future.”
