Another option is to manage your account independently (execution only). This type of active and independent asset management will suit you if you are familiar with complex investments and global financial markets, and wish to keep control over the final investment decisions.
Although you manage your assets independently, you will have access to our advisory service, which will be happy to provide product and market information, as well as exhaustive reports, as often as you wish.
Control of your investments, with a direct access to UBP’s platform
We offer you a dedicated service, through which you will have access to our experts’ macroeconomic views and general asset-allocation recommendations. You will also have access to our list of preferred investment products, i.e. how our portfolio managers would chose to implement the conclusions of our Investment Committee. If you wish to have further and more detailed information, we can also provide you with specific asset-allocation recommendations, whether these are currency-, commodity-, equity-, fixed-income- or hedge fund-oriented.
Trading
UBP is a major player in trading markets and our trading services offer our clients the possibility to trade a complete range of products across all asset classes. Our quality platform meets the latest MiFID (European Markets in Financial Instruments Directive) requirements and means we can provide fast and reliable deal and order management. We offer an extensive range of financial products and trading operations and our experts, who are highly skilled in the use of an open-architecture structure, select and assure the support and development of specific products which best respond to our clients’ needs.
Our reputation and expertise, both of which have been built up over a long period, have seen us develop a strong network of counterparties, ensuring that our clients have the best possible market access and attractive opportunities. Moreover, UBP ranks amongst the leaders in structured-product development in Switzerland.
Although you manage your assets independently, you will have access to our advisory service, which will be happy to provide product and market information, as well as exhaustive reports, as often as you wish.
Control of your investments, with a direct access to UBP’s platform
We offer you a dedicated service, through which you will have access to our experts’ macroeconomic views and general asset-allocation recommendations. You will also have access to our list of preferred investment products, i.e. how our portfolio managers would chose to implement the conclusions of our Investment Committee. If you wish to have further and more detailed information, we can also provide you with specific asset-allocation recommendations, whether these are currency-, commodity-, equity-, fixed-income- or hedge fund-oriented.
Trading
UBP is a major player in trading markets and our trading services offer our clients the possibility to trade a complete range of products across all asset classes. Our quality platform meets the latest MiFID (European Markets in Financial Instruments Directive) requirements and means we can provide fast and reliable deal and order management. We offer an extensive range of financial products and trading operations and our experts, who are highly skilled in the use of an open-architecture structure, select and assure the support and development of specific products which best respond to our clients’ needs.
Our reputation and expertise, both of which have been built up over a long period, have seen us develop a strong network of counterparties, ensuring that our clients have the best possible market access and attractive opportunities. Moreover, UBP ranks amongst the leaders in structured-product development in Switzerland.
