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您的财富独一无二，需要和喜好也与众不同。瑞联珍重您的付托，本着全局思维，从透彻了解您的所需和期望起步，全程确保您的资产根据您的意愿和最合适的策略管理。
瑞联与您结伴同行，全面了解您的需要、雄心和限制，并顾及您的投资期、承险水平和计价货币选择，为您制定不同的委托管理策略，从而把握分散型和特定型回报。
多元资产方案以瑞联全球投资委员会的建议基础，汇粹瑞联的所有投资能力，顾及您对周密投资程序、 流动性、透明度和风险监察的需要，通过主动投资于多类资产包括被动式资产， 为您从不同来源获取回报。
多元资产基金
以瑞联投资策略为基础，并由我们主动管理多元化资产。
专属型多元资产组合
专属型多元资产组合根据您的个人需要和限制来设计投资布局，通过搭配多类资产以应对各种市场情况。
您的委托管理方案还可以进一步配对您的喜好和需要，由我们各类资产专家运用多样化投资策略，依据具体投资条款或您希望瞄准的市场情况，为您更细致地定制投资策略，旨在捕捉特定回报来源。
焦点型
明确地聚焦于特定机会并顾及您的要求和期望，以主动管理涵盖多种传统及另类资产的内部管理策略。
机会型
此专门型策略寻求把握因发生特殊情况或市场错置而出现的投资机会。
对可持续发展的志向
我们根据您属意的不同参与程度，协助您将可持续发展的个人偏好和财务目标，适当地整合于委托管理方案之中。
瑞联委托管理团队由35位资深投资组合经理组成，每位经理人都是资历丰厚的投资精英，策略性分驻于我们在全球的办公室，确保能够针对客户所需和目标，量身定制卓越的投资方案。
委托管理团队成员能操多国语言，从事财富管理平均长达15年，善于驾驭复杂多变的金融市场，并精于资产配置、风险管理和证券筛选。通过全球网络，瑞联团队将世界视野和地方观点结合。
Fabrice Roy, CFA - Global Head of Managed Mandates
22.05.2025
On 12 May, the United States (US) and China established a temporary ‘trade consultation mechanism’, reducing tariffs by 115% for 90 days. While this may ease tensions, high tariffs are still expected to exert upside pressure on US prices, and trade volatility could drag on economic growth in China.
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.
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.
16.04.2025
Tactical risk management helped us ride out one of the sharpest market dips since 2020. Gold and cash remain reliable safe havens.
08.04.2025
The tariffs announcement by US President Trump last Wednesday evening exceeded most expectations, raising the average tariff on US imports from 2.5% to 24%, a level not seen since the 1930–40s.
02.04.2025
Supported by innovation and the government, technology is the only Chinese sector offering great visibility.
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.
