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Cross-asset solutions provide access to non-traditional strategies, whether they are based on investment themes, liquid & stable returns or hedging.


The UBP Cross-Asset Solutions Team is a dedicated team of specialists, including quantitative analysts, with extensive experience and a proven track record. The team uses a state-of-the-art, in-house quantitative platform which enables them to provide in-depth studies adapted to clients’ specific needs.

Opportunities

Our innovative Cross-Asset solutions focus on the following three pillars:

  • Investment theme-related
    • Opportunities to participate in megatrends (e.g. “Car of Tomorrow”, sector disruptions)
    • Opportunities arising from specific events (e.g. reforms, elections)
  • Liquid, stable return strategies aiming at providing absolute and relative outperformance by using diversification
    • Across different asset classes
    • Through a risk premia-oriented approach
  • Hedging strategies offering portfolio protection against market downturns with a cost-effective approach compared to a static hedge

Investment philosophy & process

Whether dedicated or commingled, each Cross-Asset solution is efficiently constructed by relying on:

  • A highly liquid and scalable investment universe
  • A focus on risk management
  • A blend of quantitative and qualitative approaches
Funds

Cross-Asset Solutions

  • Investment themes
  • Liquid stable returns
Our Range Offering
Global Head of Cross-Asset Solutions

Philippe Henry

Philippe joined UBP in 2017. He previously ran the global wealth structuring team at Deutsche Bank in London. He is a graduate of French engineering school Ecole Spéciale des Travaux Publics, and holds a postgraduate diploma in Finance from HEC Paris.

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Want to know more about Cross-Asset solutions?

Get in touch with our experts

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Senior Portfolio Manager

Geoffroy Gridel

Geoffroy joined UBP in 2011. Previously he worked for Société Générale, first in the Hedge Fund Structuring team, with volatility arbitrage programs. He graduated from French engineering school Ecole Ponts et Chaussées and holds a postgraduate diploma in Applied Economics from Sciences Po.

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Institutional clients

With a team of more than 200 people, UBP Asset Management has built an on-the-ground presence in the world’s major markets through organic growth and selected partnerships.

Our fund range

Funds

View all our funds.

Insight 24.11.2020

Hidden gems in Swiss & European small caps

Small and mid caps have traditionally recorded higher growth rates and investment returns over the long term than large caps: it is easier to generate a dynamic growth rate from a smaller base. Swiss and European small and medium-sized capitalisations – so-called ‘SMID caps’ – also tend to provide investors with ‘pure play’ exposure to major secular growth trends.