hero image

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.

 

Contact us for more information

Your contact

Fabrice Roy_225x225.jpg

Fabrice Roy, CFA - Global Head of Managed Mandates

 

16.09.2025

Gold moves to new all-time highs

In September, gold rose to new all-time highs, approaching USD 3,700 per oz. The upward move reflected several factors.

15.09.2025

UBP Weekly View - All eyes on central bank meetings

Equities advanced over the week on expectations of a first Fed rate cut on 17 September. Investors will scrutinise the Fed’s commentary for guidance on further potential cuts in October and December, moves which have largely been priced in by the markets. Policy meetings are also scheduled at the Bank of Canada (BoC), the Bank of England (BoE), and the Norges Bank, with the European Central Bank (ECB) having decided last week to leave its key rate unchanged at 2%.

12.09.2025

India: Steadfast amid rising geopolitical challenges

Trade tensions with the United States, marked by 50% tariffs on Indian exports, have dampened sentiment. However, despite trade-related uncertainties, the growth outlook has been revised upwards, reflecting India’s strong long-term potential.

09.09.2025

UBP House View - September 2025

The Fed now appears to prioritise labour market stability over inflation risks, prompting us to reshape our investment strategy and overall asset allocation.

08.09.2025

UBP Weekly View - Soft US labour data raise Fed rate cut expectations

Without further pressure from the White House, the Fed is set to cut rates in September. Markets are debating whether the move will be 25 or 50 basis points after weak payroll figures, though we continue to expect only a 25-bp cut given the persistent inflationary pressures. The prospect of lower rates has buoyed equities, while attention this week will turn to US inflation data for evidence of tariff-related effects.

08.09.2025

Towards a lower rate era

The start of autumn marks a turning point for the Federal Reserve; our rate outlook is shifting accordingly.

01.09.2025

UBP Weekly View - Nvidia disappoints, yet tech stocks advance

While President Trump is pressing for greater influence over the Fed in the pursuit of lower interest rates, US small caps continued to benefit from declining short-term US yields. Attention turned to Nvidia where strong Q2 earnings were eclipsed by underwhelming guidance and geopolitics impacting sales in China, sending the stock lower; even so, global technology equities outperformed. This week, the focus is set to shift to key US macro indicators, namely employment data.

25.08.2025

UBP Weekly View - Markets rally after Jackson Hole symposium

With Fed chairman Jerome Powell opening the door to a rate cut in September, last week’s Jackson Hole symposium reinforced our forecast of two reductions this year. Global equities closed on a positive note, buoyed by the policy easing. However, the impact of tariffs must be fully assessed over the coming weeks.

25.08.2025

The Opening of 401(k)s to Private Assets

An executive order is opening the door for private assets to access US defined-contribution pension schemes.

Subscribe to our newsletters