1. Investment expertise
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Investment Expertise

We are a full-scale asset manager, providing our clients with access to a large range of high-quality investment solutions, many of which are rated highly by independent agencies across multiple asset classes.

Our fund range

Funds

View all our funds.

Investment expertise

Global & absolute return fixed income

UBP's Global & Absolute Return Fixed Income team is a dedicated group of 12 investment professionals who focus on managing risk and delivering returns for investors.

Investment expertise

Equities

Investment expertise

Responsible Investment

Value creation through responsible investment. UBP continues on its way to enhanced ESG investment standards
Investment expertise

Emerging markets fixed income

The emerging market fixed-income space remains an under-researched asset class that offers attractive alpha opportunities.

Investment expertise

Convertibles

Convertible bonds combine the defensive qualities of fixed-income securities with the upside potential of equities, giving them an asymmetrical return profile.

 

Our experts' views

“Japan is the third-largest economy in the world, and accounts for 10% of global market capitalisation. It lies at the heart of a dynamic Asian economy and trades heavily with fast-growing China.”

Cédric Le Berre, Senior Analyst

Investment expertise

Multi-management & fund research

For over twenty years, Union Bancaire Privée has promoted the merits of open architecture, including exclusive partnerships, as a pillar of its investment strategy.

Our fund range

Funds

View all our funds.

Investment expertise

Asymmetric, multi-asset and volatility strategies

Union Bancaire Privée specialises in convex strategies and a dynamic and tailor-made risk management overlay, setting us apart from our peers.

 

Investment expertise

Asset allocation

According to the investment outlook, we put together an asset allocation that takes into account the latest macroeconomic updates, specific risk profiles and reference currencies. Our most recent global macroeconomic views, asset-class outlook and asset allocation grids are published on a monthly basis.

Insight 30.08.2019

Investing in a time of geopolitical uncertainty

Spotlight - Unlike previous cycles, avoiding economic recession no longer ensures markets can avoid falling into bear market territory.

Investment expertise

Structured Products

At their heart, Structured Products are an innovative way of capturing and potentially profiting from the movements in an underlying asset class whether it goes up, down or sideways.

 

Expertise

Impact investing - Creating the future now

The role of impact investing is to strive to solve the world’s most pressing problems by identifying compelling long-term investments.
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Investment expertise

Alternative investments

Union Bancaire Privée has long been convinced of the significant benefits of alternatives as investment vehicles, including the value and diversity they can create in portfolio construction.