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You seek flexibility and opportunities. We structure products that offer an appealing alternative to traditional financial assets.
Structured products present a compelling alternative to direct financial assets due to their adaptability and extensive customisation options. They can cater to specific requirements using a broad array of underlying securities and accommodate diverse market expectations depending on your risk profile.
Once you have defined the solution to meet your specific needs, you have access to our open architecture of 15 top-tier issuers, ensuring best execution covering both quantitative and qualitative aspects, and our experts are ready to support you at every step.
Following this, we provide proactive life-cycle monitoring to ensure your investments are continuously optimised.
We transform an investment idea into actionable solutions with multiple advantages:
Improved asset allocation
Use structured products to improve the strategic allocation of your portfolio.
Cross asset classes
Without increasing the risk of your portfolio, you can increase your exposure to risky assets. You can add new asset classes with low correlation to those you already hold and enhance your diversification by country and sector.
Tactical opportunities
You can also perform tactical short-term trades, such as betting on a market trend or an event that you want to take advantage of.
We provide five categories of investment solutions tailored to your objectives and desired level of risks and returns:
These defensive investment solutions are suitable for investors seeking returns with the safety of predefined and unconditional capital protection at maturity.
These are solutions designed for investors seeking regular coupons and willing to forgo potential upside exposure to the underlying asset. This category entails downside buffers to reduce the risk of loss in comparison to a direct investment in the underlying.
Participation products are created to optimise participation in the performance of an underlying asset. This is achieved through enhancements such as downside buffers to minimise risks compared to a direct investment in the underlying or leverages to amplify returns.
Credit-linked products are tailored for investors seeking to enhance returns compared to traditional bond investments, through instruments for which the risks associated with credit events involve both the issuer and the reference debtor.
Commonly referred to as warrants, these products are designed for investors seeking to capitalise on the upward or downward movements of an underlying asset in exchange for a premium payment.
Our experienced specialists have wide-ranging and in-depth expertise with structured products. In addition, they have access to the know-how of over 200 in-house investment specialists.
Members in the team
12
Avg years of experience
15
Volume overseen
CHF 4 billion
Team Head
Jeremy Bellaïche, Global Head of Structured Products
17.01.2025
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.
07.01.2025
Investing in resilient corporates which can weather such rapid transformation – and also the prospect that changes may not take place smoothly – will be key
06.01.2025
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.
17.12.2024
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.
13.12.2024
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
After a strong performance in November driven by the re-election of Donald Trump, US equities remain one of our key convictions.
03.12.2024
After a post-pandemic slump, the software sector is rebounding, with the rise of AI agents poised to drive adoption of generative AI and accelerate revenue growth.
29.11.2024
In this podcast, our Chief Economist Patrice Gautry talks about the UBP Global Investment Committee’s views on economic growth, inflation, and interest rates in 2025.
28.11.2024
Emerging market (EM) corporate bonds have faced considerable challenges in recent years, with rising geopolitical tensions, defaults in China’s real estate sector, and elevated global interest rates dampening investor appetite; however, the tide may be turning. A shift in the global interest rate environment – marked by a rate cut by the US Federal Reserve and a fresh economic stimulus package in China – offers an opportunity to revisit this often-overlooked asset class.
Glossary
Structured products are highly flexible, efficient instruments which match almost any investment objective, and, unlike traditional investment instruments, they can also generate positive returns in falling or stagnant markets.
Structured products are designed to meet specific risk/return profiles and/or diversification requirements that cannot be achieved with traditional investment instruments. They can be structured to most asset classes, offering a tailor-made alternative to direct investments. They are, therefore, ideal for customising an investment solution to a client’s needs and preferences.
Products can be engineered across all pay-off categories (capital protection, yield enhancement, participation and leverage) and within all asset classes (equities, fixed income, foreign exchange and commodities).
