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A comprehensive service

You and your clients have specific and varied needs. Our strategic capabilities and extensive range of investment solutions have been developed so that we can meet them.

Once you have determined your investment approach, we will provide you with access to markets, products and investment themes while proactively engaging with you on the latest market updates and investment opportunities.

You can draw on the full spectrum of our strategic capabilities:


Direct Access Client (DAC) Sales

A directly accessible team of sales traders, based in Geneva and Zurich, who: 

  • Identify your investment objectives and match them with the best-suited sales expert
  • Give you direct access to the trading floor ensuring quick and efficient execution of trades
  • Proactively share the Bank’s views, explain market moves, and highlight relevant news
  • Provide tactical and timely ideas based on our forex, fixed income, structured product, equity and derivative convictions

 

Contact us to learn more

Structured products

Our range of structured products is an attractive alternative to traditional investments and caters for many different risk profiles. 
Our specialised team provides a broad range of pay-offs tailored to your clients’ risk appetite, diversification requirements and return expectations. 

Depending on the structured product’s complexity, we are able to efficiently translate an investment idea into an investable product in just a few hours or a few days.

A click-and-trade platform is also available for a swifter selection and execution of the product.

 

Our structured products expertise

Actively Managed Certificates

Access a wide range of asset classes through an actively managed certificate (AMC): a fully flexible and transparent investment vehicle designed for the demanding investor.

An AMC is a structured product which offers investors a simple and cost-effective way of participating in the performance of a wide range of asset classes through a single and synthetic strategy basket or tailor-made index without having to buy the underlying assets individually.

With AMCs, UBP offers external asset managers the ability to externalise the operation, administration and tradability of an investment strategy so that they can focus on their real added value: asset allocation management and client relationships.

In addition, UBP can provide external asset managers with access to the CREAM platform, a single, state-of-the-art platform for centralised and secure access to all certificates. CREAM is an easy-to-use tool which provides various portfolio views and key figures, rebalancing capabilities and access to certificate documents and performance reports.

 

Contact us to learn more

Traditional and alternative investment funds

Through you, your clients can draw on our investment professionals’ extensive expertise to tap into the full potential of global financial markets. 

Every year our cutting-edge know-how earns us awards from independent research bodies. These distinctions attest to our ability – and that of our managers and our funds – to combine agility and innovation in our quest for performance. 

We offer a broad range of long-only and alternative funds with most of our strategies managed internally.

 

Our alternative investment capabilities

Private Markets

The Private Markets Group (PMG) is an exclusive UBP team dedicated to professional investors; the team identifies, analyses and selects transactions providing clients with unique investment opportunities. PMG helps those clients diversify their overall portfolio allocation beyond traditional instruments by using tangible assets generally only reserved for institutional investors.

 

More about Private Markets Group

Wealth Planning

On request, we can analyse your clients’ wealth structure with our highly experienced in-house wealth planning team to help you pinpoint risk areas and identify wealth planning opportunities in line with your clients’ needs and objectives, such as dedicated funds and life insurance.

 

Our wealth planning expertise
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Learn more about our capabilities and specific offer for EAM

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The team

A dedicated EAM team of over 40 professionals providing services across all our booking centres.

Team Head

Frédéric Toselli

 

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23.06.2025

UBP Weekly View - Volatility mounts on Middle East escalation

Despite the escalating geopolitical tensions between Israel, Iran and the US, equity and bond markets are – for now – not pricing in a worst-case scenario. In this context, a diversified allocation is warranted to contain tail risks and mitigate mounting volatility. Gold continues to serve as a hedge against extreme shocks.

23.06.2025

“Like a fine dining restaurant”: UBP serves up private markets strategy

UBP is taking a three-pronged approach to elevate its private market business as the Swiss bank seeks to deliver a high-quality experience in the increasingly competitive alternatives space, where virtually all private banks are now offering access to differentiated private market investments.

20.06.2025

Israel–Iran: the dawn of a new global risk regime?

Israel’s ‘pre-emptive’ strikes against Iran on 13 June represent a meaningful escalation in what had been Israel’s ongoing battle against primarily Iranian proxies. The conflict has now shifted towards a direct confrontation between the two regional powers in the Middle East.

18.06.2025

Is the dollar losing its lustre?

Peter Kinsella, UBP’s Global Head of FX and Commodity Strategy, discussed the outlook for the USD with Andreas Koenig, Amundi’s Head of Currency Management.

16.06.2025

UBP Weekly View - Trade deals in the spotlight

Markets rallied on US–China trade deal progress and soft US inflation data, boosting risk assets and expectations of a Fed rate cut. Yields fell while credit spreads tightened. However, at the end of the week gains faded as Israel–Iran tensions flared up, but this lifted defence stocks. The US dollar weakened, while gold and oil rose on geopolitical tensions.

10.06.2025

UBP House View - June 2025

As we enter the second half of the year, the fading trade war rhetoric is paving the way for a renewed focus on diversified asset allocations.

06.06.2025

Risk premium: a key to reading markets

The potential of US equities is being tested by the compression of the risk premium.

03.06.2025

Private banking: a changing of the guard in the industry

For the younger generation, private banking is no longer necessarily as attractive a business sector as it was for their predecessors. Nonetheless, these institutions’ recruitment needs remain high, and attracting young talent is becoming an increasingly important issue for them. So how can private banks attract and retain the next generation? 

13.05.2025

UBP House View - May 2025

Equity markets welcomed Trump’s 90-day tariff truce by rebounding swiftly. However, we are maintaining a wait-and-see stance during this pause, while hedging against potential US dollar weakness by increasing our exposure to gold.

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