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Expertise

Agility: at the heart of our discretionary management

Your goals and aspirations are unique – so is our approach to discretionary portfolio management.

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Expertise

Swiss & Global Equities

Why Swiss equities now? This market offers equity investors the stability and agility they need to navigate this volatile period. 

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Expertise

European Equities

European equities offer unrivalled opportunities in terms of breadth of sector and market exposure.

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Most read

Insight 10.02.2021

COVID-19: UBP keeps you up to date

Since this coronavirus appeared, UBP has provided its clients with guidance and support as we all tackle this unprecedented global health crisis. We give you regular updates on everything from our own safety protocols and the recommendations issued by the authorities to our experts’ latest analysis on the effects of the pandemic on the world economy and financial markets.

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.

Insight 17.12.2020

UBP Investment Outlook 2021

A Brave New World


Further reading

Insight 04.03.2021

Benefiting from trends in thematic investing

At UBP, thematic investing means devising investment strategies that benefit from megatrends, such as the disruptive forces that are reshaping our economy and our society.

Insight 03.03.2021

Investing amidst a tantrum in US Bond Markets

US 10-year Treasury yields have risen 110 bps from their July, 2020 lows and 60 bps alone in 2021. Using previous bond market ‘tantrums’ going back to 2008 as a reference, a rise to as much as 1.7-2.5% may still lie ahead should the turmoil resume.

Insight 01.03.2021

Agility: at the heart of our discretionary management

Your goals and aspirations are unique – so is our approach to discretionary portfolio management.