Newsroom

L'Agefi (04.12.2020) - Small- and mid-cap companies (SMID caps) have traditionally delivered superior long-term growth and returns than large caps. They also allow investors to gain exposure to key secular trends. However, finding the most promising companies requires a highly disciplined selection process.

Sphere (07.12.2020) - Rarely in the history of the globalised finance industry have equity markets been so unpredictable. The omnipresent threat of Covid-19 and increasing geopolitical instability have turned short- and medium-term economic and financial forecasting into mere guesswork.

Financial Investigator (20.11.2020) - Frontier debt has grown significantly over the past decade and now warrants serious consideration as a dedicated allocation in investors’ portfolios.

Good With Money (20.11.2020) – Victoria Leggett, Head of Impact Investing at UBP, and Eli Koen, Fund Manager, recently took part in a Good With Money podcast, a series in which experts discuss current ethical investment trends.

Institutional Money (10.11.2020) - Traditional financial theory posits that investors in balanced portfolios, typically weighted 60/40 in favour of equities, would expect to realise capital gains and growth from their equity allocation, whereas their fixed income allocation would offer income and protection.

Monaco For Finance (28.10.2020) - Interview with Sérène El Masri, CEO UBP Monaco.

Le Temps (12.10.2020) - Few have been forced by their environment to go through such a deep professional change as private bankers. While relationship-building and advising remains their core role, their job today does not have much in common with what it was before the 2008 slump.

Institutional Money (08.09.2020) - FRNs offer an attractive risk/reward profile at the effective lower bound

Finews (28.09.2020) - Adrian Kuenzi has taken his next career step at Union Bancaire Privée, he told finews.com in an interview. The bank will keep investing, because the best of cost-cutting program won't help it win new clients.

Hong Kong Economic Times (23.09.2020) - Importance of Risk Management Amidst Volatility.

Finanz und Wirtschaft (19.09.2020) - Since early August, gold prices have traded in a tight range, between 1900 and 2000 per ounce.

Agefi Indices (11.09.2020) - The Covid-19 pandemic has led to an economic downturn worse than the global financial crisis. The response from governments and central banks has been dramatic in both fiscal and monetary terms.

Institutional Money (04.09.2020) - AT1s having benefited from the last decade’s banking reforms, the potential for attractive returns in this asset class could grow considerably in a stabilisation scenario.

Forbes Monaco (31.08.2020) - With the current respite in markets, investors need to re-anchor their portfolios within the rapidly shifting investment landscape.

Environmental Finance (14.08) - There is a strong argument for saying that private education has no place in impact investing because education is a basic public good that should be freely accessible to all. 

Asia Private Banker (17.08) - There have been concerns about a possible exodus of wealth from Hong Kong following the enactment of the National Security Law.