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为您的各种投资需要提供方案

投资者各有独特需要,瑞联银行采取全局思维,深入了解您的个人情况和目标,并提供多元化的投资方案对应所需。

瑞联与您并肩而进的投资旅程,从评估您的需要和喜好开始。我们以全局思维出发,综观您的整体财富(不论是由我们管理与否),然后与您协力制定合适的投资策略,开发目标为本的投资方案以满足您的特定目标和应对限制。
不论您属意委托管理服务、投资咨询服务或是创新型个人化方案,瑞联都会确保您受益于我们的机构级投资能力、灵活的整合型管理结构以及始终如一的专门支援。


委托管理方案

以瑞联投资委员会的建议为基础,委托管理方案分别包括旨在获取分散型和特定型回报的投资策略,各策略均依据您的目标和承受风险水平而量身定制,涵盖各类资产并由我们主动管理。

 

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投资咨询服务

瑞联投资专家为您适时呈上投资意见,全力支持您作出投资决策,做到“我们建议,您自主决定”。

 

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瑞联的内部管理专业

瑞联让客户通达分析精湛且监察周密的领先投资基金。
我们的开放式架构除了涵盖第三方投资基金之外,也提供由瑞联资产管理部内部管理的基金,以专业为您的投资增值。

主动管理投资证让您发挥分散投资的力量,主动捕捉市场机遇。瑞联协助客户以具效益的简单方式,善用结构性产品的灵活特性,在不必逐一买进相关资产下,借着参与包含多类资产的一篮子资产或定制型指数的上行或下行走势以获利。 联系我们

本着长久为您和后代妥善守护及增长财富的承诺,瑞联已经扩大将可持续发展因素整合于投资咨询和财富管理服务之中,从而配合您对可持续发展的不同志向。 了解更多.

Investment Rendezvous

Exploring the key investment trends

23.06.2025

UBP Weekly View - Volatility mounts on Middle East escalation

Despite the escalating geopolitical tensions between Israel, Iran and the US, equity and bond markets are – for now – not pricing in a worst-case scenario. In this context, a diversified allocation is warranted to contain tail risks and mitigate mounting volatility. Gold continues to serve as a hedge against extreme shocks.

23.06.2025

“Like a fine dining restaurant”: UBP serves up private markets strategy

UBP is taking a three-pronged approach to elevate its private market business as the Swiss bank seeks to deliver a high-quality experience in the increasingly competitive alternatives space, where virtually all private banks are now offering access to differentiated private market investments.

20.06.2025

Israel–Iran: the dawn of a new global risk regime?

Israel’s ‘pre-emptive’ strikes against Iran on 13 June represent a meaningful escalation in what had been Israel’s ongoing battle against primarily Iranian proxies. The conflict has now shifted towards a direct confrontation between the two regional powers in the Middle East.

18.06.2025

Is the dollar losing its lustre?

Peter Kinsella, UBP’s Global Head of FX and Commodity Strategy, discussed the outlook for the USD with Andreas Koenig, Amundi’s Head of Currency Management.

16.06.2025

UBP Weekly View - Trade deals in the spotlight

Markets rallied on US–China trade deal progress and soft US inflation data, boosting risk assets and expectations of a Fed rate cut. Yields fell while credit spreads tightened. However, at the end of the week gains faded as Israel–Iran tensions flared up, but this lifted defence stocks. The US dollar weakened, while gold and oil rose on geopolitical tensions.

11.06.2025

De-dollarisation: More heat than light

The US dollar has declined by more than 10% since President Trump took office, driven by policy uncertainty, lower growth expectations, and rising inflation concerns.

06.06.2025

Risk premium: a key to reading markets

The potential of US equities is being tested by the compression of the risk premium.

10.06.2025

UBP House View - June 2025

As we enter the second half of the year, the fading trade war rhetoric is paving the way for a renewed focus on diversified asset allocations.

22.05.2025

US-China Trade Talks: A fragile rapprochement

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.

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