In fast-changing and sometimes volatile markets, the management of your investments can never just stand still. With our Discretionary Portfolio Management Offering you can have confidence that we are watching over your wealth on a daily basis while never losing sight of the future.
We want you to feel completely comfortable with your chosen wealth management strategy. That is why we take the time to work with you to build a clear understanding of your current and future investment objectives. This includes your attitude towards risk, as well as the investment timeframe that you are working towards.
Union Bancaire Privée has thus developed three discretionary portfolio management services, which cover a range of time frames and levels of sensitivity to volatility:
Meeting your needs via a single, diversified investment accessible through a unitised fund designed to match your risk appetite.
The UBP Scontinvest service builds on UBP’s proprietary investment process to help to meet your wealth objectives via a single, dynamic investment. Scontinvest portfolio mandates draw upon UBP’s long-standing expertise in managing multi-asset discretionary portfolios for high net worth clients and are available over a range of up to five risk profiles across four currencies.
Meeting your investment objectives with a highly personalised level of service and a portfolio designed just for you.
The UBP Bespoke portfolio management service gives you enhanced access to UBP’s proprietary investment process. Your dedicated senior portfolio manager will work closely with you to build a bespoke portfolio that meets your specific investment requirements and complies with your tax regime.
Our investment process
Your portfolio manager constructs your portfolio to match your agreed requirements, applying the strategic asset allocation defined by your investment objectives. This allocation is continually reviewed by the Bank’s Global Investment Committee, which also sets out your tactical asset allocation so that you can capture new market opportunities.