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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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17.01.2025

UBP House View - January 2025

Trump's agenda of higher tariffs, tax cuts, and stricter immigration measures could, if actually implemented, spur inflationary pressures, thus curbing the momentum for interest rate cuts. This ‘higher-for-longer’ interest rate environment favours hedge funds over fixed income investments – an asset class we have downgraded from 3/5 to 2/5.

Trump likely to ‘move fast and break things’ to reshape the US and the world order

Investing in resilient corporates which can weather such rapid transformation – and also the prospect that changes may not take place smoothly – will be key

Europe at another crossroads

For UBP’s Investment Outlook 2025, Europe is entering a pivotal year. According to Norman Villamin, the continent’s fragmented economy has come to a crossroads where challenges and transformation intersect.

Where to invest in Fixed Income

In this podcast, our expert Mohammed Kazmi, Senior Portfolio Manager & Chief Strategist for Fixed Income, shares insights into the anticipated landscape for interest rates and credit markets in 2025.

What are the prospects for Gold & Silver

In this podcast our Global Head of Forex Strategy Peter Kinsella sheds some light on the mechanisms behind gold’s spectacular rise.

06.12.2024

UBP House View - December 2024

After a strong performance in November driven by the re-election of Donald Trump, US equities remain one of our key convictions.

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