Solutions

UBP Investment Advisors S.A. is dedicated to servicing American national or resident investors seeking globally diversified investment advice and wealth management solutions with a Swiss perspective. We provide managerial diversification, and leverage the strengths of our investment expertise, open architecture and multi-currency platform to give our clients increased opportunities for geographical, currency and managerial diversification.

We offer two types of investment approaches: discretionary and advisory portfolio management solutions, tailored to your personal Investment and Risk profiles based on your financial goals and needs.

 

Discretionary solutions:

With a discretionary mandate, you delegate the day to day management of your portfolio to us based on your Investment and Risk profiles. We have four solutions available to you.

Read more

Other services:

Custody diversification through our affiliated custodian.

Read more

Advisory solution:

This portfolio management solution is ideal for clients who seek investment advice, yet wish to make their own investment decisions.

Read more