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數百種基金供您挑選,無需任何交易費用

銷售佣金100%回贈

讓您每年節省或高達50%+基金總費用

資產安全至為重要

Endowus 獲香港證監會發牌,並嚴格遵守香港證監會規定的客戶資金規則和客戶證券規則。您的資金都將存放在滙豐的客戶資金戶口中,戶口裡的資金僅用於客户投資,並與Endowus的資產完全分開

Access top funds among the 200+ best-in-class unit trusts now available on Endowus Fund Smart

Access top funds among the 300+ best-in-class unit trusts now available on Endowus Fund Smart

關於

UBP

UBP Asset Management, a division of the Swiss private bank Union Bancaire Privée, UBP SA, manages assets worth 154.4 billion CHF as of Dec 2024, focusing on performance and capital preservation.

Founded in 1969 and headquartered in Geneva, UBP has expanded its presence to over 20 locations globally, supported by more than 300 dedicated staff within its Asset Management division. The firm caters to a diverse client base, including institutional clients and third-party distributors, through conviction-based approaches that stress active management and ESG integration.

This strategy is supported by a robust infrastructure and a commitment to responsible investing, with team members leveraging both internal and external research for superior long-term performance. UBP's ownership by the de Picciotto family underscores its independence and long- term strategic vision.

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UBP

A range of actively managed strategies

Knowing our clients’ concerns and expectations, we have a clear and long-term view on how to position ourselves: as an active manager, who focuses on its key expertise, demonstrating boldness and agility in finding solutions to address the clients’ demands via five business lines:

  • Long-Only Platform: A select range of in-house, actively managed strategies (global and emerging fixed income: global and regional equity: impact: convertible bonds).
  • Alternative Investment Solutions: Access to Pure Alpha and Strategy Alpha (Single manager UCITS, Multi managers and customised mandates).
  • Private Markets Group: Proprietary deal flow to Private Markets such as Real Estate. Private Equity, Private Debt and Infrastructure.
  • Partnerships: Teaming up with unparalleled skills in our clients’ best interests with partners who complement our offering with a common mind-set in terms of product intelligence, client coverage and superior client service.
  • Asset Allocation and DPM: Asset Allocation, Discretionary Portfolio Management, Structured Products and Fore.

Investment expertise through dedicated teams
Within each business line, dedicated and autonomous investment teams, both internal or via partnerships, manage different asset classes to exploit all of the most rewarding sources of return in each market we invest in, applying a bottom-up or a top- down decision process or a blend of both. Each team is composed of experienced professionals and is directly responsible for research, portfolio management and trading. Risk management is an integral part of each investment team’s process.

We offer a range of open funds, domiciled and regulated in different legal jurisdictions. We also have a long-standing experience in managing dedicated mandates that are tailored to clients’ individual needs, objectives and risk profiles.

Awards

Invest now on

零認購費或銷售費用

數百種基金供您挑選,無需任何交易費用

銷售佣金100%回贈

讓您每年節省或高達50%+基金總費用

資產安全至為重要

Endowus 獲香港證監會發牌,並嚴格遵守香港證監會規定的客戶資金規則和客戶證券規則。您的資金都將存放在滙豐的客戶資金戶口中,戶口裡的資金僅用於客户投資,並與Endowus的資產完全分開

Access top funds among the 200+ best-in-class unit trusts now available on Endowus Fund Smart

關於

UBP

獨到之處

UBP

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