The long-term commitment to our clients is the cornerstone of our strategy.
Your needs
Defining your objectives and needs is at the heart of our wealth management process. At UBP, we have a clear approach which allows you to choose from two options when it comes to the management of your assets: you can opt to manage your assets yourself, using our platform to execute the orders (execution-only), or you can sign a discretionary mandate with UBP, through which you delegate investment decisions to us.
 | Monitoring Over the lifetime of our relationship, we keep track of any changes to your personal or business circumstances. We follow your portfolio construction with various tools to ensure that your investment profile still meets your needs. Outstanding service also means flexibility and our model is dynamic. If there are any changes in your personal or business circumstances we can rapidly adjust your investments accordingly. Reporting We regularly provide you with in-depth, detailed investment reports so that you can follow your portfolio’s performance and the achievement of your financial objective. |
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