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Analisi 28.04.2016

UBP in a new partnership with Portland Hill Capital LLP

UBP in a new partnership with Portland Hill Capital LLP

UBP has partnered up with Portland Hill, an independent asset manager focused on fundamental catalyst-driven investing across liquid asset classes.


Founder & CIO Thierry Lucas spent most of his 20+ years career in public markets with a focus on Equity Long/Short, Event-Driven and Risk Arbitrage strategies across the capital structure.

Learn more with our short interview of Thierry Lucas.

Expertise

Azioni globali

Investire in società con una creazione di valore superiore e sostenibile.


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Analisi 26.04.2024

Swiss equities back on the radar

Following a relatively lacklustre performance in 2023 and the Swiss National Bank’s recent interest rate cut, is now the time to revisit the Swiss equity opportunity set? In this Investment Rendez-Vous podcast, Eleanor Taylor Jolidon, co-head of UBP’s Swiss and Global Equity team, walks us through Swiss business models, current valuations and industries of particular interest.

Analisi 12.04.2024

UBP House View - April 2024

The unexpected interest rate cut by the Swiss National Bank marks the beginning of a new cycle of global easing, paving the way for new investment opportunities in the broader market. This has bolstered the Bank’s confidence in the Swiss and UK markets, which have been lagging behind the US indices. In addition, we have locked in gains on gold, which was the top performer in March.

Analisi 05.04.2024

Private Debt: A Time-Honoured Market Perspective

Our experts explore the origins of private debt—a market with a history spanning over 4,000 years, set to provide the next wave of opportunities for investors.