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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

11.08.2025

UBP Weekly View - Rate-cut on the horizon

Relief from US tariffs has fuelled renewed optimism, though commercial frictions remain, notably with India and Switzerland. Hope of a Russia–Ukraine ceasefire and rising expectations of a Federal Reserve rate cut have further buoyed equities. However, with equity valuations increasingly stretched, markets may face bouts of short-term volatility.

08.08.2025

UBP House View - August 2025

While the US earnings season has underpinned the equity rally, emerging risks – such as tariffs slowing the economy and fuelling price pressures – warrant investors’ attention. However, these risks remain insufficient to prompt a shift in our portfolio positioning, and we continue to maintain a broad diversification across asset classes.

04.08.2025

UBP Weekly View - Tech still leading the charge

The United Kingdom, Europe, South Korea, and potentially China in the near future: the list of US-negotiated trade deals continues to grow, yet uncertainty persists with several key partners. At the same time, investor focus is shifting back to economic fundamentals, with softer-than-expected US employment data released on Friday triggering a sell-off. Nonetheless, recent tech earnings results reaffirmed the sector’s enduring dominance.

28.07.2025

UBP Weekly View - Markets climb on trade deals

Commercial agreements are fuelling market optimism, reinforcing confidence in a clear path for corporate earnings growth. As the earnings season progresses, 34% of S&P 500 constituents have published their results, with 80% surpassing analysts’ estimates. This week, attention will be focussed on key economic data and potential new trade agreements as the 1 August tariff truce deadline approaches.

21.07.2025

UBP Weekly View - Banks convey an optimistic tone

US banking giants led the start of the earnings season, with their management expressing confidence about consumer resilience despite economic uncertainty and price pressures, with the latter being confirmed by more solid June US headline inflation data which came in at 2.6% year-on-year. This figure also supported further consolidation of the US dollar, although we expect this to be short-lived. More corporate results are due this week and are likely to play a key role in steering market sentiment.

14.07.2025

UBP Weekly View - Equities steady ahead of earnings season

The fresh salvo of tariffs paused the rally on global equity markets, leaving them broadly stable. Renewed tariff threats are reigniting concerns about global industrial supply chains, generating doubts about whether or not these pressures will erode corporate margins. The upcoming earnings season, which kicks off this week, may offer some hints of an answer.

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