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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
14.08.2024
Earlier in August, global equity markets tumbled due to disappointing US macro data and the unwinding of the Yen carry trade. However, as we expect elevated market volatility until the US Presidential election in November, it may be premature to consider buying the dip.
13.08.2024
Summer is in full swing, and with it comes first-half results season for Swiss banks. These announcements can sometimes seem like an alphabet soup, with terms like CET1, LCR and NSFR representing financial ratios that are meant to help assess a bank’s solvency.
06.08.2024
The attempted assassination of Donald Trump, Joe Biden's withdrawal from the race, and the rise of Kamala Harris: unexpected twists have emerged in the US presidential election.
05.08.2024
瑞士瑞联（Union Bancaire Privée, UBP SA）与法国兴业银行（Societe Generale，下称“法兴”）今天宣布已经签定两项独家协议，瑞士瑞联将收购法兴旗下在瑞士的私人银行业务（Societe Generale Private Banking Suisse）以及在英国和海峡群岛的财富管理业务（SG Kleinwort Hambros），预期两项交易将在 2025 年一季度末完成交割。
12.07.2024
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.
11.07.2024
Equity markets rallied during the first half of the year, driven by earnings growth, a macro backdrop that was more resilient than expected, and continued appetite for AI winners (the “Magnificent 7”). Looking ahead, we anticipate a broadening of equity markets’ leadership. Read more about our insights in the July edition of UBP’s House View.
10.07.2024
