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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.

 

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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 70 professionals providing services across all our booking centres.

From right to left   

  • Pierre-Emile Schifferli (Head of EAM Geneva)
  • Patrizia Colombini (Head of EAM Zurich & Lugano)
  • Frédéric Toselli (Global Head of EAM)
  • Juan Alvarez (Deputy Global Head of EAM)
  • Anja Karcher (Head of EAM Basel)
  • Christophe Cantala (Head of EAM International)

 

Contact us

01.09.2025

UBP Weekly View - Nvidia disappoints, yet tech stocks advance

While President Trump is pressing for greater influence over the Fed in the pursuit of lower interest rates, US small caps continued to benefit from declining short-term US yields. Attention turned to Nvidia where strong Q2 earnings were eclipsed by underwhelming guidance and geopolitics impacting sales in China, sending the stock lower; even so, global technology equities outperformed. This week, the focus is set to shift to key US macro indicators, namely employment data.

25.08.2025

UBP Weekly View - Markets rally after Jackson Hole symposium

With Fed chairman Jerome Powell opening the door to a rate cut in September, last week’s Jackson Hole symposium reinforced our forecast of two reductions this year. Global equities closed on a positive note, buoyed by the policy easing. However, the impact of tariffs must be fully assessed over the coming weeks.

18.08.2025

UBP Weekly View - US equities scale new peaks

The latest US inflation data confirm that price pressures are set to trend higher in the coming months. Nevertheless, rate cuts remain on the table given the slowdown in the labour market. As earnings season winds down after a solid set of results, market attention will shift to GDP developments and leading indicators, as well as to the Fed’s annual Jackson Hole meeting on Friday.

14.08.2025

Managing cash flows in a fragmented world

Even the slightest regulatory decision or change in the international environment can affect the availability of financing, access to cash, or the perceived solvency of certain counterparties.

13.08.2025

Staying invested remains a strategic lever

Overly defensive positioning has failed to benefit from fluctuations stemming from tariff tensions.

11.08.2025

UBP Weekly View - Rate-cut on the horizon

Relief from US tariffs has fuelled renewed optimism, though commercial frictions remain, notably with India and Switzerland. Hope of a Russia–Ukraine ceasefire and rising expectations of a Federal Reserve rate cut have further buoyed equities. However, with equity valuations increasingly stretched, markets may face bouts of short-term volatility.

08.08.2025

UBP House View - August 2025

While the US earnings season has underpinned the equity rally, emerging risks – such as tariffs slowing the economy and fuelling price pressures – warrant investors’ attention. However, these risks remain insufficient to prompt a shift in our portfolio positioning, and we continue to maintain a broad diversification across asset classes.

04.08.2025

UBP Weekly View - Tech still leading the charge

The United Kingdom, Europe, South Korea, and potentially China in the near future: the list of US-negotiated trade deals continues to grow, yet uncertainty persists with several key partners. At the same time, investor focus is shifting back to economic fundamentals, with softer-than-expected US employment data released on Friday triggering a sell-off. Nonetheless, recent tech earnings results reaffirmed the sector’s enduring dominance.

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