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.
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.
Custody diversification through our affiliated custodian.