13.08.2025
Staying invested remains a strategic lever
Overly defensive positioning has failed to benefit from fluctuations stemming from tariff tensions.
UBP Managed Solutions: Tailoring to fit your profile
Your wealth is unique, and defining your specific needs and preferences is at the heart of what we do. From the outset, our holistic approach ensures we manage your assets in alignment with your personal strategy. We value your trust and respect your wishes.
Partnering with you will enable us to identify your needs, define your asset allocation, and implement managed strategies aligned with your ambitions and constraints into a diversified or specific investment approach. These strategies take into consideration your investment horizon and your risk tolerance across different currencies.
Diversified returns
By choosing our multi-asset solutions, you opt for active or passive diversified management, based on the recommendations of our Global Investment Committee, which prioritises a rigorous investment process, liquidity, transparency and risk monitoring, drawing on all our skills.
Multi-Asset Funds
Based on UBP’s Investment Strategy, our Multi-Asset funds are actively managed and diversified.
Multi-Asset Dedicated
The Dedicated asset allocation is designed to best meet your individual needs and constraints with a combination of asset classes, adaptable to market conditions.
Specific returns
For an even more bespoke approach, our experts in all asset classes use a variety of strategies to match your preferences and needs, by setting a clear focus on investment terms or by exploiting certain market conditions:
Focus
Specific approach that incorporates a clear focus on in-house strategies through active management among various asset classes, including alternatives.
Opportunity
Dedicated strategy seeking to benefit from special situations or providing exposure to dislocation.
Sustainability preferences
We combine your sustainability preferences and financial goals across the entire range of solutions with different degrees of personalisation.
The team
UBP’s Managed Mandates team, comprising 35 highly skilled portfolio managers, is strategically positioned around the globe. Each portfolio manager brings a wealth of expertise and extensive experience, ensuring that we deliver superior investment solutions tailored to our clients’ goals.
With an average of 15 years in wealth management, our multilingual teams are adept in navigating complex financial markets, leveraging their profound knowledge of asset allocation, risk management and security selection. Our global presence allows us to combine global expertise with local know-how and to foster a dynamic exchange of best practices.
Your contact
Fabrice Roy, CFA - Global Head of Managed Mandates
11.08.2025
UBP Currency Views
The prospect of continued Fed rate cuts will weigh on the US dollar
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.
17.07.2025
First half-year results 2025
Union Bancaire Privée’s client assets rose by more than 11% to CHF 171.7 billion
