Managing a portfolio’s currency exposure can significantly enhance returns. At UBP, we actively trade foreign exchange (forex) both within fund strategies and as a stand-alone investment.
The forex space is covered by UBP’s specialist Foreign Exchange Overlay team, which has many years of experience in the field. It uses a two-pronged approach to forex management: active management, allowing UBP to offer its clients portfolio diversification and return opportunities, while systematic, passive hedging allows us to limit risk. The team of experts also undertakes medium-term advisory mandates for its clients.
UBP’s forex Sales Desk provides market intelligence and can help clients to design investment strategies and give them trading ideas. The specialist team provides fundamental and technical analysis which is tailor-made to clients’ needs and it also handles orders in all currencies, including precious metals and their derivatives.
UBP’s investment strategy favours precious metals, especially gold, which is an area in which we have specialised over the years. Our commodity experts focus on four particular areas: precious metals, base metals, energy and soft commodities.
Read our Commodities Monthly - Contact our Commodities team