The content of our website is not intended for persons resident, or partnerships or corporations organised or incorporated inside the United States (“US Residents”). UBP does not market, solicit or promote its services inside the jurisdiction of the United States at any time. The content provided on the UBP website is intended to be used for general information purposes only. Therefore, nothing on this website is to be construed as an investment recommendation or an offer to buy or sell any security or investment product, nor as a guarantee or the future performance of any security or investment product.
To browse on UBP.com, please confirm that you are not a US resident.
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 Customised
The Customised 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.
Dedicated
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 50 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
16.09.2026
The AI boom has pushed the world’s five hyperscalers (Microsoft, Amazon, Alphabet, Meta and Oracle) into a new era of financing. In 2026, their capital spending is expected to exceed operating cash flow, with investment projected to reach USD 5.6 trillion by 2030, raising fundamental questions about how this unprecedented expansion will be funded.
14.09.2026
Oil’s surge past USD 100 a barrel amid the escalating conflict in the Middle East drove a broad sell-off in government bonds and equities last week, as inflation fears pushed yields sharply higher across the US, eurozone and UK.
11.09.2026
US President Trump’s approval rating is among the lowest for a sitting president in post-World War II US history and leaves an 80% probability that the US House of Representatives will shift to Democratic control, with US Senate facing a 50:50 chance of switching to Democratic control.
08.09.2026
Our outlook for risk assets remains constructive, supported by broadening earnings growth, though tempered by persistent inflation and an oil market showing little sign of easing. Against this backdrop, we are raising our target range for US 10-year yields to 4.25–4.75%, with rising yields and oil prices standing out as the principal risks to our central scenario.
07.09.2026
Wealth Planning often involves some of the most important decisions a family will make. Questions around succession, governance, relocation, philanthropy, and the transfer of wealth can have implications not only for today’s generation, but for those who follow.
07.09.2026
Strong jobs data reignited inflation concerns and increased rate-hike odds, as escalating US-Iran tensions pushed Treasury, Bund, and gilt yields higher, though September Fed odds held steady at 60%.
02.09.2026
The joint US-Japan yen intervention – the first coordinated currency action between the two countries in 15 years – signals how seriously policymakers now regard the yen’s weakness. While the immediate impact was substantial, the medium-to-long-term effectiveness hinges on the fundamentals, and above all on the wide US-Japan rate gap that keeps carry trades attractive and leaves the yen vulnerable unless the Bank of Japan (BoJ) tightens rates further or the US Federal Reserve makes rate cuts. What are the key hurdles the BoJ must overcome to support currency stability without undermining growth?
31.08.2026
Warsh’s hawkish tone on core PCE and rate primacy, backed by resilient data, raised the odds of a September rate hike, while Nvidia’s guidance kept the AI cycle intact, though equity gains stayed narrow and earnings-dependent.
25.08.2026
The key question over these past two years has been whether or not the massive investments in data centres, chips and computer models would translate into equally impressive returns; the latest earnings season has brought with it the proof.
