08.11.2024
Gold: still a shining investment
Since the beginning of the year, gold prices have risen by nearly 40%, outpacing every major developed market equity index – even the S&P 500.
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
06.11.2024
Trump’s Comeback: Implications for markets
With voting now completed across the continental United States, it is confirmed that Donald Trump is making a comeback to the White House.
15.10.2024
Selective growth through uncompromising quality of service
At Union Bancaire Privée (UBP), External Asset Managers (EAMs) represent around CHF 20 billion in assets under management (AuM), and so the service and support it provides to EAMs is an important part of UBP’s business. We spoke about UBP’s EAM business in Switzerland with those that lead it.
03.10.2024
The Fed pivot: What are the implications for private market investors?
The Fed’s long-awaited rate cut in September marks the start of a new easing cycle. With the end of the higher-for-longer narrative, investor expectations have shifted, prompting portfolio adjustments and risk premia arbitrage.
01.10.2024
The gold rush continues
Over the summer months, gold rose to new all-time highs at levels of around USD 2,685 per oz. The nearly relentless rise in the gold price reflects several factors.
16.09.2024
How market shifts are benefiting hedge funds
In mid-August, UBP raised its conviction rating on hedge funds from 3/5 to 4/5, reflecting the belief that alternative investments are well-positioned to navigate the shifting market landscape.
13.08.2024
Solving the solvency jargon
Summer is in full swing, and with it comes first-half results season for Swiss banks. These announcements can sometimes seem like an alphabet soup, with terms like CET1, LCR and NSFR representing financial ratios that are meant to help assess a bank’s solvency.
06.08.2024
2024 US Elections: a new start
The attempted assassination of Donald Trump, Joe Biden's withdrawal from the race, and the rise of Kamala Harris: unexpected twists have emerged in the US presidential election.
05.08.2024
UBP signs two exclusive agreements to acquire Societe Generale’s international private banking operations in the UK and in Switzerland
Union Bancaire Privée, UBP SA (UBP) and Societe Generale announced today that they have entered into two exclusive agreements whereby UBP will acquire Societe Generale’s Swiss private banking activities (Societe Generale Private Banking Suisse) as well as their UK and Channel Islands wealth management arm (SG Kleinwort Hambros). Both transactions are expected to be completed by the end of the first quarter of 2025.