1. Independent Asset Managers
  2. Our product and service offering
Independent Asset Managers

Our product and service offering


Our product and service offering

Our strategic capabilities lie at the heart of our ability to meet all your specific and varied needs, enabling us to offer an extensive range of investment solutions.

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.
  • Alternative investments and private assets: UBP is a pioneer in alternatives, investing in hedge funds since 1972, and one of Europe’s top players in the industry. UBP’s Private Markets Group has developed extensive expertise in private debt and equity.
  • Equities: As Swiss companies tend to operate on a global scale, it is important to have a broad vision and expertise of the global market’s competitive structure when managing Swiss equity. UBP’s Geneva-based Swiss & Global Equity team has been applying its investment approach since 2006.
  • Thematic investing:To us thematic investing is about adopting a long-term horizon and building a no-nonsense portfolio rather than attempting to pick the hottest theme. Our aim is to generate long-term value and outperform the broader equity market by selecting themes, picking the best managers and blending them together in diversified portfolios.
  • Regional market strategies: Thanks to its international office network, UBP has developed significant knowledge of regional equity and debt markets across the world, enabling it to offer clients regionally well-diversified portfolios.
  • Structured products: UBP ranks among Switzerland’s leaders in structured product engineering, which involves effectively transforming an investment idea into a feasible investment solution that responds to clients' specific needs and risk tolerance.
  • Risk management and quantitative overlays: Thorough risk management lies at the heart of UBP’s approach to investment management and represents the starting point for obtaining stable risk-adjusted returns over the long term.
Our areas of expertise

Investment Expertise

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Our fund range


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