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.
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