1. Investment expertise
  2. Multi-Asset Allocation
Investment expertise

Multi-Asset Allocation

Multi-Asset Allocation

There is no magic formula when it comes to selecting a good fund manager and building a well-balanced fund of funds. Sound knowledge of the managers, financial environment and market structure is the starting point for making good decisions about a multi-asset allocation portfolio.

No single organisation has the resources and expertise to outperform consistently in every market and across all asset classes. Providing access to the best managers the team has selected is one of UBP’s key skills – we have worked with an open architecture for over twenty years for our multi-asset portfolio construction.


  • Long-only thematic and balanced solutions using different risk profiles
  • A team of experienced multi-asset investment professionals who use a proprietary investment process
  • A selection of talented managers with specific and identifiable skills
  • Alpha generation achieved through manager selection and by blending investment styles
  • Active portfolio and risk management, focusing on the benefits of decorrelation

Investment philosophy and process:

We look to invest in concentrated portfolios of high-conviction funds sourced from within the whole universe of long-only UCITS funds using our proprietary manager-selection process.

The best funds within each “behavioural group” are then singled out and analysed thoroughly. The funds are matched to different risk profiles’ exposure to global equities, and the remainder will be invested in fixed-income funds. As for the Secular Trends strategy, it has exposure to our four trends (climate change, demographics, consumption patterns and disruptive innovation) and gives investors enhanced access to the best managers the team has selected in each thematic.

Blending managers with a no-nonsense feature is embedded in the team’s DNA. Often overlooked, this aspect is paramount in successfully managing multi-asset allocation portfolios.

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Head of Multi-Management Funds Research

Didier Chan-Voc-Chun

Didier joined UBP in 2011 as a Head of Asset Allocation. Before this he gained a great deal of experience in several positions in London and Paris. Didier holds an MSc in Engineering Mathematics and a Certificate of Financial Analyst from EFFAS & SFAF.

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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.

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Insight 11.07.2024

UBP House View - July 2024

Equity markets rallied during the first half of the year, driven by earnings growth, a macro backdrop that was more resilient than expected, and continued appetite for AI winners (the “Magnificent 7”). Looking ahead, we anticipate a broadening of equity markets’ leadership. Read more about our insights in the July edition of UBP’s House View.