UBP Milan

The Milan branch of Union Bancaire Privée (Europe) S.A., a Luxembourg-based subsidiary of Union Bancaire Privée, UBP SA in Geneva, is situated in the heart of Milan’s financial district. It was set up in 2012 as an asset management service provider promoting funds.

Asset Management services are provided by a team of senior professionals with extensive experience in their fields of expertise.

Asset Management

The clients of the UBP Milan office’s Asset Management division include pension funds, fund distributors, and bank foundations. The branch provides investment solutions and relationship management services. This includes information about funds promoted and managed by the UBP Group as well as access through certain sub-funds to various portfolio managers external to the Group. Our team also advises on and builds specific mandates based on our fund managers’ particular expertise.

Since being set up, the branch’s assets under management have grown nearly sevenfold, and today total some EUR 1.5 billion. This successful growth can be attributed to our closeness to our clients, both in terms of location and of communication. Our work is transparent – our clients are regularly updated and also receive frequent visits from our staff. Our marketing activities are provided by the UBP Group, ensuring regular and concise reporting.

The management team

  • Luca Trabattoni

    Country Head Italy & Mediterranean Countries, Union Bancaire Privée (Europe) S.A., Milan Branch

text-over-image homepage image

Contact us

Union Bancaire Privée (Europe) S.A., Succursale di Milano
Via Brera 5 | 20121 Milan | Italy
Tel.: +39 02 87 33 85 00 | Fax: +39 02 87 33 85 99

Contact us

Documents

Legal documentation

Pillar 3 Disclosure Report

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Information spécifique des Investisseurs

General informations on MIFID II

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Caratteristiche e rischi di alcune operazioni finanziarie

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Politica di esecuzione degli ordini

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Information on the identity of execution venues and on the quality of execution (RTS 28)

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Politica in materia di conflitti d’interessi

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Exemption from the obligation to provide collateral for forward currency transactions

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Clients general information

Deposit guarantee scheme (FGDL)

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Investor protection (SIIL)

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Data Protection

Privacy Notice for Customers and visitors of the UBP website

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Privacy Notices for Counterparties (including Suppliers, Prospective Counterparties and Candidates)

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Investment philosophy

Discover UBP's Asset Management capabilities, provided by a dedicated team of experts committed to your long-term investment goals.

A partner of choice

Over 200 external asset managers worldwide have selected Union Bancaire Privée as their banking partner. 

Fraudulent Website Notification

Union Bancaire Privée, UBP SA ("UBP" or “the Bank”) would like to alert all clients and the public to fraudulent websites detected by UBP listed below. UBP would like to advise that these websites have no affiliation or connection whatsoever with the Bank.

Date of detection Fraudulent Website Address
June 30, 2024 ubprivateonline[.]com/login
May 29, 2024 ubpconnect[.]cftest6[.]cn/my[.]logout[.]php3?errorcode=19
May 21, 2024 unionbnkaireprivee[.]com
May 8, 2024 Ub900[.]net
April 10, 2024 Ub600[.]com
March 20, 2024 ubp-asset[.]org
March 12, 2024 ubpbk[.]online/en
March 6, 2024 ubp-asset[.]com
February 18, 2024 ubpholdings[.]com
December 28, 2023 ubprivee[.]com
November 7, 2023 unionbancarteprive[.]world
September 25, 2023 ubponline-hk[.]com
September 22, 2023 unionbancair88[.]com
September 21, 2023 unionbancairff[.]com
September 21, 2023 unionbancairfff[.]com
unionbancairfff1[.]com  
September 15, 2023 unionbancairepqqq[.]com
unionbancairepfff[.]com
unionbpriveeeee[.]com
September 14, 2023 ubponlines[.]com/ub/home
September 7, 2023 superaldi-vip[.]org
September 7, 2023 ubpam[.]vip
March 16, 2023 citiheritagebank[.]com
March 16, 2023 ubponline[.]com/eπ/user_access[.]php
March 14, 2023 unionbanscaireprivee[.]wordpress[.]com
March 06, 2023 20min-fx[.]com/?_=%2Fen%23PyGkTmb3gaxOcC1ltbBGw7IzkQ%3D%3D
September 20, 2022 wnitebit[.]com
September 12, 2022 www[.]ubp[.]lt
August 12, 2022 ubponline[.]com/en/en[.]html
July 25, 2022 ubpassetmanagers[.]com
June 20, 2022 ebanking[.]ubp[.]re
June 20, 2022 ubpassetmanagement[.]com
June 7, 2022 www[.]ubp-online[.]com/
June 2, 2022 @ubp-am.net
June 2, 2022 prénom-nom@ubp-am.net
May 31, 2022 ubpassetmangement[.]com
May 19, 2022 prénom.nom[@]ubp-france.net
February 10, 2022 ubp-france[.]net
February 2, 2022 client-am-ubp[.]com/users/sign_in
February 1, 2022 am-ubp[.]com
November 17, 2021 Ubp-france[.]com
November 5, 2021 Ubp[.]re
October 26, 2021 ibank[.]unibponline[.]com
October 25, 2021 Ubp-investments[.]com
October 25, 2021 unionbancaireonline[.]com
August 20, 2021 www.ubp-wm[.]com
June 23, 2021 ubp-clientportal[.]com/login
May 17, 2021 ubponline[.]com
April 7, 2021 kaspib[.]com
February 23, 2021 https://www.ubp-hk[.]com
February 5, 2021 http://www.ubpsingapore[.]com and http://www.ubphk[.]com
October 12, 2020 https://ubpinvestment.org/ch/
September 7, 2020 www.union-bgi.com
July 28, 2020 ub-gi.com
July 24, 2020 ubpinvest.org
June 8, 2020 westoncapitalbank.com
June 4, 2020 http://ubpinvest.com
June 3, 2020 ubpdirect.com
May 26, 2020 www.e-ubp.com


UBP has taken action deemed necessary and appropriate to protect the interests of its customers, the general public and the Bank. Any clients who have provided personal information or have conducted any financial transactions through these websites, are kindly requested to immediately report to the local Police and to contact their UBP relationship manager or Union Bancaire Privée, UBP SA at +41 58 819 21 11.

*AMF

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