The UBP asset management mandate offers a wide range of diversified portfolios which respond to the needs of a demanding clientele. It allows us to best follow our investment convictions in order to maximise our clients’ assets’ returns, whilst focusing on the long-term preservation of capital.
Determining an investment profile or a particular asset allocation is based on a rigorous evaluation of your personal situation; it is an essential element that goes on to establish a long-term relationship based on lasting trust, itself a fundament of an asset management mandate.
With a focus on capital preservation and the quest for capital gains, our investment profiles allow you to reap the benefits of our renowned management skill-selection expertise in the fields of both alternative and traditional investments.
Portfolio management falls under the auspices of our asset managers and relies on a clear and flexible investment process, whose cornerstone is UBP’s Investment Committee. We manage assets within the framework of a given risk budget, which guarantees that we will always keep to the aims that we have fixed.
Asset Management Mandates |