Collective and private management
An opportunity worth exploring.
Collective management
With a team of specialized managers based in Paris, UBS LA MAISON de Gestion offers you its expertise in both asset allocation and stock and fund selection.
Private management
Through securities accounts, French PEAs, life insurance policies and funds, we offer our clients financial management based on the proximity and expertise of our management teams.
Collective management
Our in-depth knowledge of all asset classes means we can offer conviction-based management of equities and bonds, and across the entire credit and interest rate market.
We have a decade of macroeconomic and market analysis insights which have enabled us to develop our expertise in diversified and flexible management.
All this, combined with our team’s long experience in using the latest techniques to fine-tune risk and volatility, have contributed to our strong track record.
Private management
Our priority:
- Long-term capital preservation and growth through diversified asset management in equities, bonds and other asset classes, including non-traditional ones.
- Investment in the real economy: we focus on listed companies with strong growth prospects and experienced management teams.
Collective management
Active, diversified and flexible management make up our range of funds and reflect our long-term investment philosophy, whether you are an individual investor, a private manager or an institutional investor.
Equity management
Conviction-based management combining expert stock picking and a market momentum approach. To achieve this, our investment manager and analysts draw on leading research departments, while strengthening their knowledge of companies through regular meetings with their executives.
Their expertise is focused on family businesses, small and mid-cap equities as well as yield stocks, mainly in Europe..
Interest Rate and Credit Management
Bond-picking management using all available instruments, in the Eurozone and the rest of the world, to seize opportunities in an increasingly complex market.
An innovative range of mainly European funds adapted to the particularities of bond markets.
Diversified management
Complementary asset strategies with a long track record, combined with rigorous and precise risk management monitoring, including:
- Discretionary management based on conviction, combining asset allocation expertise with a meticulous selection of direct bonds and equities.
- Flexible management, combining systematic management and selected managers
Private management
Our discretionary management comprises two complementary approaches that can be combined:
- Tailor-made management specific to each client and based on a macro-economic and micro-economic approach by the management teams.
- Discretionary management in line with the economic findings of UBS’s 900 analysts, according to the risk/ return profile of each client.
All our teams benefit from the strength and scale of the UBS Group, which manages over EUR 3,000 billion in assets, combined with a high degree of decision-making autonomy to enable them to meet the requirements of tailor-made and discretionary management mandates.
