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周全服务尽在其中

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:


直通客户服务销售

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:

  • 协助您识别投资目标并为您配对最合适的销售专家
  • 让您直通交易场且确保迅速和高效率地执行交易
  • 主动呈上瑞联的最新展望、市场走势分析和相关新闻要点
  • 基于我们对外汇、固定收益、结构性产品、股票和衍生品的投资确信度,适时为您提供战术性操作意念

 

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结构性产品

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。
 

 

瑞联结构性产品详情

主动管理投资证

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。

 

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传统和另类投资基金

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。

 

瑞联另类投资能力

私募市场

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。

 

瑞联私募市场产品

财富策划

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。

 

瑞联财富策划专业
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Learn more about our capabilities and specific offer for EAM

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瑞联团队

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

 

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UBP Concludes Global Mid-Year Investment Outlook

We recently concluded a series of dynamic mid-year Investment Outlook events in key global cities, all with the theme of “Back to the Future.” 

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2024年上半年业绩

瑞士瑞联发布2024年上半年业绩,净利润同比增长24.6% 达1.381 亿瑞士法郎

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Sustainability: an increasingly important consideration for wealth management

In early 2023, Nicolas Barben was appointed UBP’s Group Head of ESG Solutions within the Wealth Management division. We spoke to him about the role of regulation, the evolution of client interest in sustainability, and the performance of sustainable solutions, as well as his top priorities.

10.07.2024

Finnish ex-premier addresses UBP clients
Our annual flagship conference “UBP Looks at Geopolitics” at the prestigious Widder Hotel in Zurich recently brought together nearly 130 clients, prospects, and UBP employees for an evening of dynamic dialogue. The anticipation was palpable as Adrian Künzi introduced the high-profile keynote speaker, Sanna Marin.

17.06.2024

2024 US elections comes into view

Our experts examine the tumultuous US election landscape and historical market behaviour during election years, as well as anticipate the fiscal challenges awaiting the next president amidst record-high US federal debt levels.

14.06.2024

UBP's Strategic Vision of Pure-Play Private Banking in Southeast Asia

Hubbis met with Eric Morin recently to learn more about UBP’s current momentum in Southeast Asia, the bank’s key focus areas, his strategic priorities, and his vision for the future of private banking in the region.

12.06.2024

Structured products: a strategic solution

Structured products have changed a great deal, after a long period in which they were treated with a degree of scepticism by investors, and as a result of tighter regulations. Although the number of clients using them remains very (too) small, they are likely to play a growing role in asset allocation strategies.

11.06.2024

“Forget unrestricted market access to Europe”

The CEO of wealth management bank Union Bancaire Privée is focused on growth through acquisitions.

05.06.2024

UBP House View - June 2024

Eased ECB policies will boost Europe's recovery. As US growth normalises, developed market economies should converge in the second half of the year, while recent regional market rallies have reinforced our confidence in the UK and Switzerland.

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