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Equities: diversify and grow

At UBP, we understand equities' vital role in a well-diversified portfolio, and we are committed to helping our clients find the right investment solutions for them.

The power of equities

Equities, also known as stocks, represent ownership stakes in companies, giving investors access to a share of a company’s profits and growth potential. Over the long term, equities have historically delivered higher returns than other asset classes, making them a key component of many investors' portfolios.

However, equity investing also comes with its share of risks. Stocks' values can fluctuate based on various factors, including economic conditions, market sentiment, and company-specific events. This is where the expertise and guidance of a skilled investment partner can add value.


Our approach to equity investing

At UBP, we take a disciplined, research-driven approach to equity investing. Our experienced teams of investment professionals are dedicated to identifying the most compelling opportunities across global markets while carefully managing risk. We provide a range of equity strategies designed to meet the diverse needs and objectives of our clients.

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Global Equities

Our global equity strategies focus on investing in alpha opportunities across sectors and regions. We combine rigorous fundamental analysis with a keen understanding of international market dynamics to identify attractive investments.

 

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Swiss Equities

Our Swiss-based team leverages its deep understanding of local and global markets to uncover high-quality Swiss companies with solid growth potential and sustainable practices across all market caps.

 

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Impact Investing

Our Impact Investing franchise seeks out innovative companies set to capitalise on changing regulations, disruptive technologies, and shifting consumer demands. Our approach focuses on long-term value creation opportunities, while promoting a sustainable future.
 

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Japanese Equities

Our Japanese equities team deploys in-depth research with astute insights into the unique dynamics of the Japanese market to single out opportunities which best fit our clients’ portfolios.

 

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small-and-mid-caps

SMIDs

The small- & mid-cap segment presents a promising investment opening as it is relatively under-researched. It can provide investors with opportunities to capitalise on substantial growth potential, while diversifying beyond mega-cap stocks and/or passive investments.
 

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Your partner in equity investing

The dynamic world of equity markets presents both excitement and challenges. This is where the value of a knowledgeable and experienced partner is truly differentiating. Our dedicated teams across Swiss, global, and Japanese equities are committed to uncovering compelling opportunities while carefully managing risks.

Take the first step towards unlocking equity markets' potential. Contact our specialists today to discuss how our distinctive approaches can help you achieve your investment aspirations. 

 

Get in touch with UBP

06.12.2024

Delving into the small and mid-cap market after the election

Where should investors position themselves following Trump’s re-election? To discuss this, our expert Cédric Le Berre had a chat with our partner Bell Asset Management’s Chief Senior Strategist, Andrew Sleeman.

26.11.2024

Global equity insights for 2025

In their latest podcast, UBP’s Co-Heads of Swiss and Global Equity, Martin Moeller and Eleanor Taylor Jolidon, provide us with their insights into the equity space, and in particular global equities, as the year draws to a close and we move into 2025.

18.11.2024

COP29: will AI be mentioned in the final text?

Artificial intelligence has been discussed at previous climate conferences: as early as 2021 in Glasgow, there were discussions about both the benefits of AI, and the probable need for additional resources to power it.

11.09.2024

Value-creators beat the fade

You might have heard about our Swiss & Global Equity team’s investment approach, which revolves around cash-flow return on investments (known as CFROI – Source: UBS HOLT) and the selection of companies with high and stable CFROI only for some of its portfolios. This is a measure that gives an indication of a company’s ability to create value.

10.09.2024

Nature-positive: a game-changer for economies and societies

We explore the importance of nature in our economies and societies – the concept of 'nature-positive', and how businesses can contribute to this global societal goal – in our interview with Dr Noëlle Kümpel, Senior Advisor at BirdLife International.

04.09.2024

Measuring biodiversity net gain

As part of its partnership with Peace Parks Foundation, UBP is guided by their expertise in biodiversity measurement and applies this knowledge when engaging with the corporate sector. The aim is to help companies learn from the conservation specialists and disclose more accurate data on nature.

25.08.2024

The cost of transition: what are the implications of tariffs?

In a bid to preserve their own industries and reduce their dependency on China, the US and EU recently raised trade barriers against Chinese companies, sparking concerns about the cost and pace of the West’s energy transition. The debate is complex, and environmental and social externalities are a crucial part of it.

09.07.2024

New White Paper covers shareholder voting on remuneration

Research confirms that companies that do not embed sustainability targets into executive remuneration strategies struggle to motivate executives to adopt sustainable practices, leading to misalignment with societal expectations and stakeholder interests.

19.06.2024

Impact investing: looking for diversification in emerging markets

We believe that the time is ripe to consider allocations to emerging equities for impact investors. Mathieu Nègre, Co-Head of Impact Investing, covers both the regional and thematic aspects and shares our outlook.

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