Nicolas Laroche
Global Head of Advisory & Asset Allocation
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.
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
24.04.2025
Teresa Lee hits the ground running as UBP’s North Asia boss
More than six months into her role as region head for North Asia at UBP, Teresa Lee is wasting no time making her mark across the markets of Mainland China, Hong Kong, Taiwan – and even the Philippines.
16.04.2025
UBP House View - April 2025
Tactical risk management helped us ride out one of the sharpest market dips since 2020. Gold and cash remain reliable safe havens.
08.04.2025
World growth under tariffs
The tariffs announcement by US President Trump last Wednesday evening exceeded most expectations, raising the average tariff on US imports from 2.5% to 24%, a level not seen since the 1930–40s.
02.04.2025
Technology: providing access to the Chinese market
Supported by innovation and the government, technology is the only Chinese sector offering great visibility.
01.04.2025
Union Bancaire Privée completes acquisition of SG Kleinwort Hambros, strengthening UK presence
Union Bancaire Privée, UBP SA (UBP) announces the successful completion of its acquisition of SG Kleinwort Hambros from Societe Generale, marking a significant milestone in the Bank’s international growth strategy.
