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 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.