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我们提议,您作定夺

如果您希望自行制定投资决策,那么瑞联银行咨询服务是您的合适之选。

当您在瑞联银行开启投资之旅时,我们首先会全面了解您的个人需求和财务目标,以及您希望与我们的投资专家展开何种程度的互动。

在此基础上,我们将了解您的风险承受能力,然后确定您的财富管理策略。


您可以选择投资组合对众多资产类别的配置水平,而我们将为您提供投资理念和广泛的市场分析,助您实现财务目标。
这个强大的组合让您在制定符合自己需求的投资策略时,还能保持独立性和密切的个人参与。

一旦选择咨询服务,您即可访问瑞联银行庞大的投资和分析知识库,并获得全球咨询团队的投资专家通过深入研究制定的高信念投资理念,帮您做出正确决策。


The products or services mentioned 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.

For full disclaimer, please refer to UBP legal disclaimer.

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.

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.

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