Asset Management is at the very heart of Union Bancaire Privée’s services and know-how. The performance of a portfolio depends mostly on asset allocation and Union Bancaire Privée devotes itself to excelling in this field. We are continually setting aside significant resources to our asset-allocation process, which forms the basis for securing above-average returns, whilst at the same time ensuring long-term capital preservation whatever the market conditions.

UBP has always looked to work with the world’s best fund managers. Several of its investment products are regularly singled out and lauded by the largest international rating agencies.

In a constant quest for performance and capital preservation, potential investments are carefully selected by our teams of analysts who offer both direct investment vehicles (equities, bonds etc.) and investment products such as traditional funds, alternative funds of funds, multi-manager funds and structured products. It is by assembling the best products in this way, whilst bearing in mind each product’s unique qualities and how they work together, that UBP can put together diversified portfolios which are able not only to withstand the ups and downs of the markets but also to achieve optimal performances over the long term. See our product range.

Union Bancaire Privée’s Asset Management division brings together various complementary approaches: 

Investment process
An optimal investment strategy constitutes one of our long-term clientele’s main asset-preservation and investment-performance vectors.

Asset Management Mandates
UBP’s asset management mandates offer a wide range of highly diversified portfolios which respond to the needs of a demanding clientele.

Alternative Investments
Thanks to more than thirty years’ experience in alternative investments, UBP offers its clients innovative and diversified products.

Research & Advisory
In terms of investments, sound recommendations can only be made on the basis of efficient and rigorous research, which is precisely what is carried out every day by our Investment Research & Advisory department.

Multi-Management & Fund Research
By selecting the best fund managers in their asset classes, Union Bancaire Privée’s Multi-management & Fund Research team can offer you different investment alternatives, thus reducing risk whilst stabilising long-term performance.