03.12.2024
The rise of AI agents
After a post-pandemic slump, the software sector is rebounding, with the rise of AI agents poised to drive adoption of generative AI and accelerate revenue growth.
Helping you provide top services
Over 200 external asset managers worldwide have selected Union Bancaire Privée as their banking partner.
New regulatory requirements and the change in client profiles have created a new operating environment for external asset managers (EAMs).
We have been partnering for years with EAMs to help them develop a value-added offering that meets the increasingly complex needs and requirements of their clients.
You have clients who rely on you to provide them with premium investment services. We help you deliver them by facilitating your access to our extensive range of solutions, our long-recognised strategic capabilities, our convictions and our ability to innovate.
Our approach
- Close ties: Being a bank specialised in the wealth management business, UBP is perfectly in tune with your requirements as an EAM. The combination of our family dimension, a client-centred approach and financial expertise allows us to provide a strong foundation upon which to build close and long-lasting relationships with you.
- International scope: Our network spans more than 20 locations worldwide, meaning it gives you the choice of booking centres in eight jurisdictions*. These centres provide all the operational services you will need to safeguard and manage your clients’ assets.
- Conviction: UBP’s long-term vision enables us to make choices based on strong convictions. This key value has been a driving force behind the growth of our business as well as those of our clients.
- Open architecture: Our open-architecture structure allows your clients to choose from a wide range of products, whether they are managed in-house or not.
- Strong analysis: As a wealth manager partner you have access to all of our macroeconomic and strategic insights, as well as the analyses and reports published by over 200 in-house financial experts, including the know-how of award-winning fund managers.
- Expert support: You have access to our experts across the Bank’s divisions, including fund managers, investment specialists, traders, credit structurers, and wealth planners, who are committed to giving you and your clients the support you need in building and managing portfolios.
*Subject to the rules and regulations that apply in the jurisdiction
OUR VALUES
Client-oriented
Family-owned and -run
Financially solid
Innovative
Your dedicated contacts
At UBP, our EAM Department’s set-up has been designed to deliver the most efficient and comprehensive range of services. Some of our professionals focus solely on our relationships with EAMs and provide access to the Bank’s specialists and to its top decision makers, and others focus exclusively on operations.
These are your own dedicated and trusted contacts at the Bank. RMs puts you in touch with the Bank’s specialists in order to optimise the service given to the end client. These services range from account-opening to setting up structured financing transactions, such as Lombard lending or mortgages, to wealth planning and tailored requests. UBP puts thirty RMs with an average of fifteen years’ experience at your disposal.
A team of dedicated, experienced operations specialists to carry out the execution and booking of clients’ transactions: stock-exchange, forex, loans, deposits, payments, etc.
This gives you access across all major markets:
- from 8 a.m. to 10 p.m. (CET) for EMEA-based clients
- from 8 a.m. to 2.30 a.m. SGT (during US summer time) or 3.30 a.m. SGT (during US winter time) for Asia-based clients
and across all financial instruments, including equities, fixed income, forex, derivatives and structured products.
The digital solutions we invest in at UBP are to ensure a service delivery of the highest standard.
- Wealth management platform – you put in orders directly and get account statements
- Data and document feed – so that you can consolidate asset data in your own in-house systems
- FIX protocol – place deals on listed equities, bonds, funds, ETFs, etc. directly on your own portfolio management system (PMS), get automated execution, and receive electronic confirmation (available for a selected list of PMS)
- e-Banking – for your clients to make digital payments, send encrypted e-mails, attend videoconferences, and get full portfolio views including performances, as well as other UBP-related information
*Availability of the solution varies depending on the jurisdiction
The team
A dedicated EAM team of over 40 professionals providing services across all our booking centres.
Team Head
Frédéric Toselli
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