18.06.2025
Is the dollar losing its lustre?
Peter Kinsella, UBP’s Global Head of FX and Commodity Strategy, discussed the outlook for the USD with Andreas Koenig, Amundi’s Head of Currency Management.
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
16.06.2025
UBP Weekly View - Trade deals in the spotlight
Markets rallied on US–China trade deal progress and soft US inflation data, boosting risk assets and expectations of a Fed rate cut. Yields fell while credit spreads tightened. However, at the end of the week gains faded as Israel–Iran tensions flared up, but this lifted defence stocks. The US dollar weakened, while gold and oil rose on geopolitical tensions.
11.06.2025
De-dollarisation: More heat than light
The US dollar has declined by more than 10% since President Trump took office, driven by policy uncertainty, lower growth expectations, and rising inflation concerns.
10.06.2025
UBP House View - June 2025
As we enter the second half of the year, the fading trade war rhetoric is paving the way for a renewed focus on diversified asset allocations.
06.06.2025
Risk premium: a key to reading markets
The potential of US equities is being tested by the compression of the risk premium.
03.06.2025
Private banking: a changing of the guard in the industry
For the younger generation, private banking is no longer necessarily as attractive a business sector as it was for their predecessors. Nonetheless, these institutions’ recruitment needs remain high, and attracting young talent is becoming an increasingly important issue for them. So how can private banks attract and retain the next generation?
22.05.2025
US-China Trade Talks: A fragile rapprochement
On 12 May, the United States (US) and China established a temporary ‘trade consultation mechanism’, reducing tariffs by 115% for 90 days. While this may ease tensions, high tariffs are still expected to exert upside pressure on US prices, and trade volatility could drag on economic growth in China.
13.05.2025
UBP House View - May 2025
Equity markets welcomed Trump’s 90-day tariff truce by rebounding swiftly. However, we are maintaining a wait-and-see stance during this pause, while hedging against potential US dollar weakness by increasing our exposure to gold.
08.05.2025
One Bank: The strength of teamwork
We recently held UBP’s Wealth & Asset Management Forum at the InterContinental hotel in Geneva. The event brought together 250 people from different – in some cases distant – parts of the group. The guests included many fresh faces following the acquisition of SG Kleinwort Hambros and SG Private Banking Switzerland, as well as some non-acquisition joiners who came to UBP less than a year ago.