Bonds/fixed income

Fixed-income instruments form the backbone of many of our private clients’ portfolios. From active trading to buy-and-hold strategies, finding, buying and selling the right bond for a client can be a challenge.

UBP has seen its fixed-income expertise go from strength to strength over the past twenty-five years. Our teams of portfolio managers and investment specialists bring together an average of fifteen years’ investment experience and strong track records, enabling them to offer our clients a wide range of off-the-shelf products, as well as tailor-made solutions, depending on your individual requirements.

Our specialists conduct thorough fundamental analyses and invest in different universes depending on a client’s investment objectives and strategies. Close interaction between our various fixed-income teams is an important part of the investment process, as it allows them to create outstanding, tailor-made products.

Emerging Markets
Emerging Markets have become a strategic part of UBP’s client portfolios, given their better economic positioning and a superior cyclical and structural outlook compared with developed markets.

Global, long-only strategies
Our long-only, fixed-income team invests in the major markets in the fixed-income space, with a focus on money-market, corporate, and sovereign low-risk, AAA-rated bonds, including Swiss bonds. All positions are closely monitored by a vastly-experienced team of specialists.

Absolute-return strategies
Absolute-return investments are in UBP’s DNA, and we have specialised in this field for a number of years, enabling us to grow strong, in-house capabilities.

This investment strategy, which aims to protect capital and generate positive returns regardless of market conditions, is flexible in its approach and able to adapt to all market environments. Our team of specialists employs a variety of techniques to identify investment opportunities, which aim to maximise long-term performance.