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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。

 

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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”。

 

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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。 Contact us for more information

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。 Learn more.

22.07.2024

2024年上半年业绩

瑞士瑞联发布2024年上半年业绩,净利润同比增长24.6% 达1.381 亿瑞士法郎

12.07.2024

Sustainability: an increasingly important consideration for wealth management

In early 2023, Nicolas Barben was appointed UBP’s Group Head of ESG Solutions within the Wealth Management division. We spoke to him about the role of regulation, the evolution of client interest in sustainability, and the performance of sustainable solutions, as well as his top priorities.

11.07.2024

UBP House View - July 2024

Equity markets rallied during the first half of the year, driven by earnings growth, a macro backdrop that was more resilient than expected, and continued appetite for AI winners (the “Magnificent 7”). Looking ahead, we anticipate a broadening of equity markets’ leadership. Read more about our insights in the July edition of UBP’s House View.

10.07.2024

Finnish ex-premier addresses UBP clients
Our annual flagship conference “UBP Looks at Geopolitics” at the prestigious Widder Hotel in Zurich recently brought together nearly 130 clients, prospects, and UBP employees for an evening of dynamic dialogue. The anticipation was palpable as Adrian Künzi introduced the high-profile keynote speaker, Sanna Marin.

17.06.2024

2024 US elections comes into view

Our experts examine the tumultuous US election landscape and historical market behaviour during election years, as well as anticipate the fiscal challenges awaiting the next president amidst record-high US federal debt levels.

14.06.2024

UBP's Strategic Vision of Pure-Play Private Banking in Southeast Asia

Hubbis met with Eric Morin recently to learn more about UBP’s current momentum in Southeast Asia, the bank’s key focus areas, his strategic priorities, and his vision for the future of private banking in the region.

12.06.2024

Structured products: a strategic solution

Structured products have changed a great deal, after a long period in which they were treated with a degree of scepticism by investors, and as a result of tighter regulations. Although the number of clients using them remains very (too) small, they are likely to play a growing role in asset allocation strategies.

11.06.2024

“Forget unrestricted market access to Europe”

The CEO of wealth management bank Union Bancaire Privée is focused on growth through acquisitions.

05.06.2024

UBP House View - June 2024

Eased ECB policies will boost Europe's recovery. As US growth normalises, developed market economies should converge in the second half of the year, while recent regional market rallies have reinforced our confidence in the UK and Switzerland.

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