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您和您的客户各有所需，瑞联银行的策略性能力和多样化投资方案能够满足不同需要。
在您决定投资方式之后，我们将为您开辟直达不同市场、产品和主题的投资通路，并且与您并肩同行，让您时刻掌握最新市场形势和投资机遇。
一应俱全的策略性能力已为您准备就绪：
驻于日内瓦和苏黎世的瑞联直通客户服务交易团队全力提供支援：
瑞联结构性产品系列是在传统投资以外的理想另类选择，能够配合您的客户多种不同的风险概况。
我们的产品系列设有多元化的兑付结构，专家团队可以针对不同的承险意欲、分散投资要求和回报预期，为您的客户量身定制结构性产品。
视乎结构性产品的复杂性，我们能够迅速地在短短几小时至几天之内，将投资意念转化为投资产品助您把握投资良机。
通过我们的点击-交易平台，您能够快速筛选和执行投资产品交易。
通过主动管理投资证捕捉多类资产的机遇：这种高度灵活且透明度高的投资工具，专为高要求的投资者而设。
瑞联为投资经理开通CREAM平台，这个先进的一站式中央化平台，让您安全通达所有投资证。CREAM是容易使用的工具，让您综观不同投资组合的现况和主要数据、再平衡资产配置，以及获得投资证交易和表现报告。
您的客户将受益于瑞联广阔的投资专业，全面把握在全球金融市场的投资潜力。
凭着独到眼光和领先能力，瑞联团队每年获得独立研究机构颁授不同的奖项，这些殊荣印证了瑞联投资经理和基金糅合机敏和创新，旨在争取佳绩的实力。
我们备有多样化的纯长仓和另类投资基金，而大部分投资策略均由内部专家管理。
瑞联私募市场部为专业投资者在私募市场发掘、分析和精选独特交易机会，让您的客户投资于通常仅提供予机构投资者的有形资产，与传统资产相辅相成，加强分散投资组合的回报和风险来源。
在您需要时，瑞联资深财富策划团队将剖析您的客户之财富结构，协助您识别风险所在，同时物色能够配合其财富策划需求和目标的机会，例如专门基金和人寿保险。
瑞联第三方资产管理机构团队由 40专家组成，分驻于日内瓦、苏黎世和巴塞尔为客户提供服务。
团队主管
Frédéric Toselli
03.06.2025
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?
13.05.2025
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
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.
05.05.2025
On 9 July, President Trump’s 90-day tariff suspension is set to expire. What will this mean for investors?
02.05.2025
Since early November 2024, the gold price has risen from USD 2,600 to highs of above USD 3,500 per ounce. The precious metal received additional support in early February when investors realised that Donald Trump was serious about his tariff programme.
24.04.2025
More than six months into her role as region head for North Asia at UBP, Teresa Lee is wasting no time making her mark across the markets of Mainland China, Hong Kong, Taiwan – and even the Philippines.
01.04.2025
Union Bancaire Privée, UBP SA (UBP) announces the successful completion of its acquisition of SG Kleinwort Hambros from Societe Generale, marking a significant milestone in the Bank’s international growth strategy.
26.03.2025
Observers and investors were expecting the US dollar to go up in value. This was without counting on the new US administration’s erratic policymaking and announcements on tariffs. Where is it going next and what other factors are affecting the greenback?
