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.
22.07.2024
First half-year results 2024
Union Bancaire Privée’s net profit rises by 24.6% to CHF 138.1 million
12.07.2024
Sustainability: an increasingly important consideration for wealth management
In early 2023, Nicolas Barben was appointed UBP’s Group Head of ESG Solutions within the Wealth Management division. We spoke to him about the role of regulation, the evolution of client interest in sustainability, and the performance of sustainable solutions, as well as his top priorities.
11.07.2024
UBP House View - July 2024
Equity markets rallied during the first half of the year, driven by earnings growth, a macro backdrop that was more resilient than expected, and continued appetite for AI winners (the “Magnificent 7”). Looking ahead, we anticipate a broadening of equity markets’ leadership. Read more about our insights in the July edition of UBP’s House View.
10.07.2024
Finnish ex-premier addresses UBP clients
Our annual flagship conference “UBP Looks at Geopolitics” at the prestigious Widder Hotel in Zurich recently brought together nearly 130 clients, prospects, and UBP employees for an evening of dynamic dialogue. The anticipation was palpable as Adrian Künzi introduced the high-profile keynote speaker, Sanna Marin.
17.06.2024
2024 US elections comes into view
Our experts examine the tumultuous US election landscape and historical market behaviour during election years, as well as anticipate the fiscal challenges awaiting the next president amidst record-high US federal debt levels.
14.06.2024
UBP's Strategic Vision of Pure-Play Private Banking in Southeast Asia
Hubbis met with Eric Morin recently to learn more about UBP’s current momentum in Southeast Asia, the bank’s key focus areas, his strategic priorities, and his vision for the future of private banking in the region.
12.06.2024
Structured products: a strategic solution
Structured products have changed a great deal, after a long period in which they were treated with a degree of scepticism by investors, and as a result of tighter regulations. Although the number of clients using them remains very (too) small, they are likely to play a growing role in asset allocation strategies.
11.06.2024
“Forget unrestricted market access to Europe”
The CEO of wealth management bank Union Bancaire Privée is focused on growth through acquisitions.
