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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

21.07.2025

UBP Weekly View - Banks convey an optimistic tone

US banking giants led the start of the earnings season, with their management expressing confidence about consumer resilience despite economic uncertainty and price pressures, with the latter being confirmed by more solid June US headline inflation data which came in at 2.6% year-on-year. This figure also supported further consolidation of the US dollar, although we expect this to be short-lived. More corporate results are due this week and are likely to play a key role in steering market sentiment.

14.07.2025

UBP Weekly View - Equities steady ahead of earnings season

The fresh salvo of tariffs paused the rally on global equity markets, leaving them broadly stable. Renewed tariff threats are reigniting concerns about global industrial supply chains, generating doubts about whether or not these pressures will erode corporate margins. The upcoming earnings season, which kicks off this week, may offer some hints of an answer.

08.07.2025

UBP Currency Views: Who wins when the USD loses?

The prospect of lower oil prices and possible Fed easing is benign for most G10 currencies.

07.07.2025

UBP House View - July 2025

With summer under way, aligning income generation with long-term growth helps reinforce portfolio resilience. A well-balanced allocation remains essential to navigating the coming months with confidence.

07.07.2025

UBP Weekly View - Brighter earnings outlook for US equities

Investor sentiment in equities was buoyed last week by the passage of the ‘Big Beautiful Bill’, signs of US economic resilience, and hopes of easing trade tensions.

US equities remain our preferred sector for the second half of the year, underpinned by stronger earnings growth expectations, a persistently weaker dollar, and significant exposure to the technology sector.

04.07.2025

Navigating the markets in the summer of 2025

Risk appetite for equities holds firm, yet diversification is paramount.

30.06.2025

UBP Weekly View - Risk appetite holds firm

The Israel–Iran ceasefire has eased concerns about energy prices, thus curbing inflation pressures and maintaining the prospect of a rate cut by the Federal Reserve this autumn. Investor sentiment remains strong, notably on the technology sector. However, the unpredictability of geopolitical developments, coupled with the looming 90-day tariff-pause deadline, leads us to maintain a broad diversification across asset classes and regions.

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.

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