The dedicated advisors supporting our IAM department can help you structure a portfolio that fully integrates what is best suited to you in terms of risk appetite and return expectations.
Once you have determined your investment approach, our dedicated advisors 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:
- Multi-asset solutions and portfolio construction: Our top-down and bottom-up discretionary multi-asset investment philosophy aims to generate sustained returns over the long term by capturing future growth opportunities.
- Multi-asset allocation : Providing access to the best managers for each asset class is one of UBP’s key skills – we have continuously refined our open architecture for over twenty years.
- Sustainable and responsible investments: At UBP we firmly believe that sustainable and responsible investment strategies are beneficial for long-term risk-adjusted returns.
- Impact investing: Generating a positive social and environmental impact alongside attractive financial returns is the aim of UBP’s impact investing strategies, not just in private equity but in public securities too.
- Fixed income: UBP’s multi-award winning Global & Absolute Return Fixed Income team manages over USD 20 bn worth of assets across global fixed income markets through mutual funds and bespoke mandates.