hero image

为您的各种投资需要提供方案

投资者各有独特需要,瑞联银行采取全局思维,深入了解您的个人情况和目标,并提供多元化的投资方案对应所需。

瑞联与您并肩而进的投资旅程,从评估您的需要和喜好开始。我们以全局思维出发,综观您的整体财富(不论是由我们管理与否),然后与您协力制定合适的投资策略,开发目标为本的投资方案以满足您的特定目标和应对限制。
不论您属意委托管理服务、投资咨询服务或是创新型个人化方案,瑞联都会确保您受益于我们的机构级投资能力、灵活的整合型管理结构以及始终如一的专门支援。


委托管理方案

以瑞联投资委员会的建议为基础,委托管理方案分别包括旨在获取分散型和特定型回报的投资策略,各策略均依据您的目标和承受风险水平而量身定制,涵盖各类资产并由我们主动管理。

 

了解更多

投资咨询服务

瑞联投资专家为您适时呈上投资意见,全力支持您作出投资决策,做到“我们建议,您自主决定”。

 

了解更多

瑞联的内部管理专业

瑞联让客户通达分析精湛且监察周密的领先投资基金。
我们的开放式架构除了涵盖第三方投资基金之外,也提供由瑞联资产管理部内部管理的基金,以专业为您的投资增值。

主动管理投资证让您发挥分散投资的力量,主动捕捉市场机遇。瑞联协助客户以具效益的简单方式,善用结构性产品的灵活特性,在不必逐一买进相关资产下,借着参与包含多类资产的一篮子资产或定制型指数的上行或下行走势以获利。 联系我们

本着长久为您和后代妥善守护及增长财富的承诺,瑞联已经扩大将可持续发展因素整合于投资咨询和财富管理服务之中,从而配合您对可持续发展的不同志向。 了解更多.

Investment Rendezvous

Exploring the key investment trends

19.02.2025

New record for gold

Gold can continue to rise above levels of USD 3,000 per oz this year, as supported by several factors.

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.

04.02.2025

The Trump Trade: Interest rates react with a jump

The inevitable increase in interest-rate volatility is clouding the short-term outlook for the credit market.

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.

23.01.2025

Forecasting and AI: finance’s new frontier

In our latest Forex Focus podcast, UBP’s Global Head of FX Strategy Peter Kinsella interviews Saeed Amen of Turnleaf Analytics on the evolution of market research with artificial intelligence.

订阅瑞联通讯