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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. 

 

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Advisory

UBP's specialists are on hand to support you in your decision-making process.
We suggest; the decision is yours.

 

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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: EquitiesFixed 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

13.03.2025

UBP House View - March 2025

Trump’s activism on the US economy is creating fears of recession. To navigate short-term turbulence, we have tactically scaled back our exposure to macro-sensitive assets, such as US equities, including US midcaps, along with high-yield and emerging-market debt, while increasing our allocation to gold.

04.03.2025

Can US equities sustain their momentum?

US corporate earnings growth is slowing. Unless it picks up again, stocks will become overvalued.

03.03.2025

The case for office conversion

In New York as well as other major metro areas, once-bustling corporate offices are now quieter, leading companies to adjust to a new reality: remote working is no longer a temporary solution but rather a structural shift. Consequently, corporates are actively reducing their office space footprints, significantly increasing vacancies in the sector.

27.02.2025

Silver: onwards and upwards

At UBP, we think that silver is set to rise substantially over the coming weeks and months, reflecting large global inventory shifts and an increasingly compelling valuation profile.

24.02.2025

DeepSeek: Chinese challenger enters the AI race

A new player has shaken the AI industry. DeepSeek, until recently a little-known Chinese start-up has launched DeepSeek-R1, a low-cost AI model challenging OpenAI’s ChatGPT, which is a stark reminder that the US is no longer the only competitor in the global AI race.

20.02.2025

India: Will the economy get its mojo back?

The post-election fiscal tightening in 2024, coupled with persistent inflationary pressures, has cast a shadow over India’s economy.

19.02.2025

New record for gold

Gold can continue to rise above levels of USD 3,000 per oz this year, as supported by several factors.

18.02.2025

Navigating the 2025 Fixed Income Landscape

The year started with volatility in rates, as the 10-year Treasury yield oscillates amid shifting market dynamics.

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