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Discretionary Portfolio Management

Discretionary Portfolio Management

If you would like us to actively manage your investment portfolio on your behalf and receive a high level of personal service to underpin your individual investment objectives over time, then our Discretionary Portfolio Management Offering is the best solution for you


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:

Scontinvest

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.

Core

Meeting your objectives by leaving the day-to-day investment decisions to highly qualified experts with a risk-focused portfolio matched to your specific requirements.

Our investment professionals will take the time to pinpoint the risk profile best suited to you, out of our wide range of Core portfolios, which are available in four reference currencies. Your portfolio will be managed according to UBP’s proprietary investment process. It can also be adapted to the tax regime of your country of residence.

Bespoke

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 approach to managing your portfolio

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.
 

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For several years now, the Bank, its managers and its funds have regularly received awards from independent research institutes.