Euromoney, is part of the Delinian Group, Delinian Limited, 8 Bouverie Street, London, EC4Y 8AX, Registered in England & Wales, Company number 00954730
Copyright © Delinian Limited and its affiliated companies 2023
Accessibility | Terms of Use | Privacy Policy | Modern Slavery Statement

Asia’s best for discretionary portfolio management 2023: Union Bancaire Privée

Client goals and aspirations have always been unique. So is Union Bancaire Privée’s discretionary portfolio management (DPM) service. But the team did have to contend with big shifts in clients’ risk profiles in the past year, and their eagerness to be involved in all strategic investment decisions at a time of global volatility.

As a result, UBP was a partner to clients looking to grow their assets over time, but in their own idiosyncratic ways.

UBP’s core values of conviction, agility and flexibility helped. With equity allocations, for example, flexibility in 2022 involved quick shifts from being growth-focused to having a more diversified level of exposure. Within UBP’s fixed income allocations, that meant turning defensive, shortening duration and switching to a range of alternative strategies. That’s how the bank managed to steer clear of credit events in Asia and beyond.

UBP’s core values of conviction, agility and flexibility helped

In 2022, returns on different asset classes ranged from 8% to 15%.