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We advise, you decide

UBP Advisory is the right service for you if you wish to maintain full control of your investments. Our specialists are on hand to support you in your decision-making process.

Your investment journey with us begins with a thorough understanding of your personal needs, financial goals, and desired level of engagement with our investment experts.

Together, we assess your risk appetite and build an investment strategy in which you play an active role.


Our dedicated Advisory team provides you with swift market access, and proactive, on-demand investment advice across various asset classes. Ever ready to assist, our team offers insights on trading strategies for single securities, bonds, foreign exchange, structured products, funds and alternative investments. 

We propose two levels of engagement so you always maintain complete control:

  • Classic Mandate

You actively manage your portfolio with guidance from your relationship manager and get full access to UBP’s publications to keep you right up to date with the markets.

  • Premium Mandate

You receive personalised and proactive advice from a dedicated investment advisor, alongside your relationship manager, and the Bank’s investment specialists.

 

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The products or services mentioned above are provided as general information only and are not intended to provide investment or other advice. Not all products or services described are available in all jurisdictions. Past performance is not a guarantee of future results. Any forecast, projection or target, where provided, is indicative only and is not guaranteed in any way. To read our full disclaimer, please refer to UBP legal disclaimer.

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12.11.2025

UBP House View - November 2025

In the US, stronger corporate investment, resilient household spending, and the prospect of monetary easing led us to upgrade our outlook on US growth for 2026. This improved economic momentum reinforces our high-yield bond conviction of 4/5 and reaffirms our positive stance on US equities of 4/5.

10.11.2025

UBP Weekly View - Markets seek economic support

Scepticism and fatigue surrounding artificial intelligence (AI), coupled with the ongoing US government shutdown and mounting concerns about the labour market, weighed on investor sentiment. The global technology sector declined, despite a steady stream of upbeat news related to AI. As the earnings season draws to a close, markets are now looking for supportive macroeconomic signals to restore confidence.

03.11.2025

UBP Weekly View - Fed caution and resilient earnings

The Fed's 25-bp rate cut, paired with Powell's cautious tone on further rate reductions, led to mixed market reactions. Despite this, strong earnings, particularly in the tech sector, supported equities, while bond yields rose. The USD strengthened amid JPY weakness, and gold consolidated at around USD 4,000. With the eurozone showing modest growth and US consumer confidence declining, investors are focused on another heavy week of earnings and key data releases for further direction.

27.10.2025

UBP Weekly View - Resilience returns to markets

Resilient macro data, softer inflation and strong corporate earnings have helped global markets recover, with equities reaching new highs and bonds extending gains. Expectations of further Fed rate cuts supported sentiment, while the USD strengthened amid JPY weakness and gold consolidation. However, with valuations near cycle peaks and policy uncertainty still looming, investors remain focused on upcoming central bank meetings for direction.

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