UBP-Gestion Institutionnelle SA

UBP-Gestion Institutionnelle SA

UBP-Gestion Institutionnelle SA

Overview
Date Founded

1997

Headquarters

rue Robert-Estienne 8,Geneva, Geneve (Geneva) 1204

Type of Company

Private

Industries

Investment Services & Portfolio Management

Company Description

UBP-GI's investment objective is aimed at capital preservation and seeks absolute returns. They are active investment managers. The firm utilizes proprietary instruments, investment research and draws from their network of experts as part of their decision-making process.They construct portfolios reflecting their clients' risk and return profile, encompassing the conservative to aggressive investor. They may combine assets that range from traditional to structured investments across investment themes and geographic regions. They offer a concentrated number of compartments in equities, bonds and money markets.Multi-management funds selection is driven by both qualitative and quantitative analysis. The qualitative process is based on primary research. The quantitative analysis consists of three stages. First, performance profiles in different market phases are segmented. Then, each fund is analyzed individually using a proprietary tool which develops risk reports for each portfolio. Finally, a weighting model is applied to ensure diversification and balance of the final portfolio.Through UBP's worldwide network, UBP-GI provides access to asset managers in Europe, Asia and the US.

Contact Data
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Executives & Employees

Founding Partner

Co-Chief Executive Officer of Asset Management

Head of Communications

Head of Global & Absolute Fixed Income

Senior Portfolio Manager

Portfolio Manager

Research Analyst

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