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.
Investment Rendezvous
Exploring the key investment trends
08.04.2025
World growth under tariffs
The tariffs announcement by US President Trump last Wednesday evening exceeded most expectations, raising the average tariff on US imports from 2.5% to 24%, a level not seen since the 1930–40s.
02.04.2025
Technology: providing access to the Chinese market
Supported by innovation and the government, technology is the only Chinese sector offering great visibility.
01.04.2025
Union Bancaire Privée completes acquisition of SG Kleinwort Hambros, strengthening UK presence
Union Bancaire Privée, UBP SA (UBP) announces the successful completion of its acquisition of SG Kleinwort Hambros from Societe Generale, marking a significant milestone in the Bank’s international growth strategy.
26.03.2025
The Dollar and the Donald
Observers and investors were expecting the US dollar to go up in value. This was without counting on the new US administration’s erratic policymaking and announcements on tariffs. Where is it going next and what other factors are affecting the greenback?
19.03.2025
Europe: rewriting its future
The US–Europe relations prevailing since World War II are shifting.
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.
