Core holdings

    Core holdings form the heart of our investors’ long-term asset allocations, and we use a mix of in-house investment teams and carefully-selected external managers to provide our clients with access to the best investment solutions available. We have considerable in-house expertise, a Swiss equities team with an excellent track record, we recently recruited an award-winning European equities team, and we have established strong long-term relationships with a number of top-quality external equity fund managers.

    Fixed income

    UBP Asset Management has developed considerable expertise in fixed income management over the past 25 years. As well as offering a wide range of ready-made funds across a number of fixed income strategies, our dedicated teams can tailor their products to our clients’ individual requirements.

    Our long-only fixed income team in Geneva manages a range of cash-enhanced, government bond, investment-grade credit and high yield funds, focusing on bonds from the euro zone and the US.

    Equities  

    In-house
    Our European equities team in London has a long track record of outperforming the benchmark in both bullish and bearish periods for the stock markets. Focusing primarily on stock selection, it also uses sector and country allocation as sources of return. Composed of two co-heads and two assistant fund managers with long experience of working with each other. The team runs a pan-European equity fund that concentrates on stocks with strong international profiles – particularly those with exposure to emerging markets, which offer better growth prospects than domestic European markets. Our Swiss equities team in Geneva has a track record of consistently beating the benchmark and runs two actively-managed, concentrated Swiss equities with differing focuses.

    Externally-managed
    UBP has a long history of working with talented external investment managers. Doing this enables us to provide our clients with access to the best talent available. The managers we work with are selected as the result of exhaustive quantitative and qualitative analysis by our in-house long-only fund selection team, which also monitors the chosen managers on an ongoing basis to ensure that they keep to their stated investment processes and produce returns in line with expectations.