22.07.2024
First half-year results 2024
Union Bancaire Privée’s net profit rises by 24.6% to CHF 138.1 million
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 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 Docu feed – so that you can consolidate assets 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 EAM dedicated team of over 40 professionals servicing form Geneva, Zurich, Basel, and Lugano.
Team Head
Frédéric Toselli
12.07.2024
Sustainability: an increasingly important consideration for wealth management
In early 2023, Nicolas Barben was appointed UBP’s Group Head of ESG Solutions within the Wealth Management division. We spoke to him about the role of regulation, the evolution of client interest in sustainability, and the performance of sustainable solutions, as well as his top priorities.
10.07.2024
Finnish ex-premier addresses UBP clients
Our annual flagship conference “UBP Looks at Geopolitics” at the prestigious Widder Hotel in Zurich recently brought together nearly 130 clients, prospects, and UBP employees for an evening of dynamic dialogue. The anticipation was palpable as Adrian Künzi introduced the high-profile keynote speaker, Sanna Marin.
17.06.2024
2024 US elections comes into view
Our experts examine the tumultuous US election landscape and historical market behaviour during election years, as well as anticipate the fiscal challenges awaiting the next president amidst record-high US federal debt levels.
14.06.2024
UBP's Strategic Vision of Pure-Play Private Banking in Southeast Asia
Hubbis met with Eric Morin recently to learn more about UBP’s current momentum in Southeast Asia, the bank’s key focus areas, his strategic priorities, and his vision for the future of private banking in the region.
12.06.2024
Structured products: a strategic solution
Structured products have changed a great deal, after a long period in which they were treated with a degree of scepticism by investors, and as a result of tighter regulations. Although the number of clients using them remains very (too) small, they are likely to play a growing role in asset allocation strategies.
11.06.2024
“Forget unrestricted market access to Europe”
The CEO of wealth management bank Union Bancaire Privée is focused on growth through acquisitions.
05.06.2024
UBP House View - June 2024
Eased ECB policies will boost Europe's recovery. As US growth normalises, developed market economies should converge in the second half of the year, while recent regional market rallies have reinforced our confidence in the UK and Switzerland.
