hero image

We advise, you decide

UBP Advisory is the right service for you if you wish to maintain full control of your investments. Our specialists are on hand to support you in your decision-making process.

Your investment journey with us begins with a thorough understanding of your personal needs, financial goals, and desired level of engagement with our investment experts.

Together, we assess your risk appetite and build an investment strategy in which you play an active role.


Our dedicated Advisory team provides you with swift market access, and proactive, on-demand investment advice across various asset classes. Ever ready to assist, our team offers insights on trading strategies for single securities, bonds, foreign exchange, structured products, funds and alternative investments. 

We propose two levels of engagement so you always maintain complete control:

  • Classic Mandate

You actively manage your portfolio with guidance from your relationship manager and get full access to UBP’s publications to keep you right up to date with the markets.

  • Premium Mandate

You receive personalised and proactive advice from a dedicated investment advisor, alongside your relationship manager, and the Bank’s investment specialists.

 

Contact us

The products or services mentioned above are provided as general information only and are not intended to provide investment or other advice. Not all products or services described are available in all jurisdictions. Past performance is not a guarantee of future results. Any forecast, projection or target, where provided, is indicative only and is not guaranteed in any way. To read our full disclaimer, please refer to UBP legal disclaimer.

Your contact

08.07.2025

UBP Currency Convictions: Who wins when the USD loses?

The prospect of lower oil prices and possible Fed easing is benign for most G10 currencies.

07.07.2025

UBP House View - July 2025

With summer under way, aligning income generation with long-term growth helps reinforce portfolio resilience. A well-balanced allocation remains essential to navigating the coming months with confidence.

07.07.2025

UBP Weekly View - Brighter earnings outlook for US equities

Investor sentiment in equities was buoyed last week by the passage of the ‘Big Beautiful Bill’, signs of US economic resilience, and hopes of easing trade tensions. US equities remain our preferred sector for the second half of the year, underpinned by stronger earnings growth expectations, a persistently weaker dollar, and significant exposure to the technology sector.

04.07.2025

Navigating the markets in the summer of 2025

Risk appetite for equities holds firm, yet diversification is paramount.

30.06.2025

UBP Weekly View - Risk appetite holds firm

The Israel–Iran ceasefire has eased concerns about energy prices, thus curbing inflation pressures and maintaining the prospect of a rate cut by the Federal Reserve this autumn. Investor sentiment remains strong, notably on the technology sector. However, the unpredictability of geopolitical developments, coupled with the looming 90-day tariff-pause deadline, leads us to maintain a broad diversification across asset classes and regions.

23.06.2025

UBP Weekly View - Volatility mounts on Middle East escalation

Despite the escalating geopolitical tensions between Israel, Iran and the US, equity and bond markets are – for now – not pricing in a worst-case scenario. In this context, a diversified allocation is warranted to contain tail risks and mitigate mounting volatility. Gold continues to serve as a hedge against extreme shocks.

Subscribe to our newsletters