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A solution for every need

Recognising that each investor is unique, we begin our holistic approach with understanding your personal situation and the objectives you have, whether you opt for a multi-asset managed solution or for making your own investment decisions.

As our priority is to understand your situation, your financial journey starts with an assessment of your needs and your preferences. Our holistic approach takes into consideration your overall wealth, within UBP and outside. You are our partner in designing your investment strategy. We will develop a goal-oriented solution designed to meet your specific objectives and constraints.
Whether a management service, an advisory mandate, or another innovative personalised solution suits you best, our investment expertise will ensure you have access to our institutional capabilities, a flexible integrated model and dedicated ongoing support.


Managed solutions

Discover our diversified and specific strategies based on UBP's Investment Committee’s recommendations, tailored to your objectives and risk tolerance. They are managed actively through our expertise across all asset classes. 

 

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Advisory

UBP's specialists are on hand to support you in your decision-making process.
We suggest; the decision is yours.

 

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Our in-house expertise

For over two decades, we have provided our clients with access to leading investment funds, employing meticulous analysis, and continuous monitoring. 
Where our expertise brings added value, we offer our in-house UBAM funds and a know-how in a wide array of asset classes: EquitiesFixed income, Alternative investments, Impact investing, Multi-asset

Leverage the power of diversification with our actively managed certificates (AMCs) to seize market opportunities. They are a simple and cost-effective way of participating in the performance of a wide range of asset classes through a strategy basket or tailor-made index without having to buy the underlying assets individually. Contact us for more information

Driven by our commitment to protect and grow your wealth now and for future generations, we are increasingly integrating sustainability into our investment advisory and wealth management activities. Learn more.

Investment Rendezvous

Exploring the key investment trends

15.09.2025

UBP Weekly View - All eyes on central bank meetings

Equities advanced over the week on expectations of a first Fed rate cut on 17 September. Investors will scrutinise the Fed’s commentary for guidance on further potential cuts in October and December, moves which have largely been priced in by the markets. Policy meetings are also scheduled at the Bank of Canada (BoC), the Bank of England (BoE), and the Norges Bank, with the European Central Bank (ECB) having decided last week to leave its key rate unchanged at 2%.

12.09.2025

India: Steadfast amid rising geopolitical challenges

Trade tensions with the United States, marked by 50% tariffs on Indian exports, have dampened sentiment. However, despite trade-related uncertainties, the growth outlook has been revised upwards, reflecting India’s strong long-term potential.

09.09.2025

UBP House View - September 2025

The Fed now appears to prioritise labour market stability over inflation risks, prompting us to reshape our investment strategy and overall asset allocation.

08.09.2025

UBP Weekly View - Soft US labour data raise Fed rate cut expectations

Without further pressure from the White House, the Fed is set to cut rates in September. Markets are debating whether the move will be 25 or 50 basis points after weak payroll figures, though we continue to expect only a 25-bp cut given the persistent inflationary pressures. The prospect of lower rates has buoyed equities, while attention this week will turn to US inflation data for evidence of tariff-related effects.

08.09.2025

Towards a lower rate era

The start of autumn marks a turning point for the Federal Reserve; our rate outlook is shifting accordingly.

01.09.2025

UBP Weekly View - Nvidia disappoints, yet tech stocks advance

While President Trump is pressing for greater influence over the Fed in the pursuit of lower interest rates, US small caps continued to benefit from declining short-term US yields. Attention turned to Nvidia where strong Q2 earnings were eclipsed by underwhelming guidance and geopolitics impacting sales in China, sending the stock lower; even so, global technology equities outperformed. This week, the focus is set to shift to key US macro indicators, namely employment data.

25.08.2025

UBP Weekly View - Markets rally after Jackson Hole symposium

With Fed chairman Jerome Powell opening the door to a rate cut in September, last week’s Jackson Hole symposium reinforced our forecast of two reductions this year. Global equities closed on a positive note, buoyed by the policy easing. However, the impact of tariffs must be fully assessed over the coming weeks.

25.08.2025

The Opening of 401(k)s to Private Assets

An executive order is opening the door for private assets to access US defined-contribution pension schemes.

18.08.2025

UBP Weekly View - US equities scale new peaks

The latest US inflation data confirm that price pressures are set to trend higher in the coming months. Nevertheless, rate cuts remain on the table given the slowdown in the labour market. As earnings season winds down after a solid set of results, market attention will shift to GDP developments and leading indicators, as well as to the Fed’s annual Jackson Hole meeting on Friday.

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