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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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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.

14.02.2025

Europe in the crosshairs of US trade policy

At the start of the year, markets dismissed the prospect of US tariffs as mere threats rather than economic realities. But the new Trump administration’s first decisive moves – targeting China, Canada, Mexico, and soon, Europe – have shattered that assumption.

06.02.2025

What investors want: the growing role of private markets

UBP’s Deputy Head of Private Markets Group, Gaetan Aversano, recently took part in a compelling discussion at the IPEM Cannes 2025 conference. The session, titled ‘What wealth clients really want: surprising lessons learned from the field,’ delved into the evolving preferences and needs of wealthy clients, particularly in the realm of private markets.

06.02.2025

UBP House View - February 2025

On his return to the Oval Office, Donald Trump swiftly sparked uncertainty with a trade offensive against Mexico, Canada and China. We expect the return of protectionist policies to fuel market volatility in the months ahead. In this environment, hedge funds and precious metals stand out as resilient investment choices.

03.02.2025

UBP’s Private Markets Outlook 2025

Looking at 2025, macroeconomic shifts and evolving investment strategies are reshaping the outlook for private markets.

29.01.2025

"AI generates an alert in the event of an atypical transaction"

UBP Monaco, as do many private banks, remains very cautious over the use of AI. CEO Sérène El Masri explains why.

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