06.12.2024
UBP House View - December 2024
After a strong performance in November driven by the re-election of Donald Trump, US equities remain one of our key convictions.
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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.
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.
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.
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.
Fabrice Roy, CFA - Global Head of Managed Mandates