Adrian Künzi
CEO UBP Zurich & Head of Wealth Management European Markets
UBP Zurigo
La succursale di Zurigo di Union Bancaire Privée, UBP SA (UBP) è, con 22 miliardi di franchi in gestione, la seconda sede in termini di grandezza della rete globale di UBP. Nella sua ambita sede di Bahnhofstrasse 1, con il suo organico di oltre 230 persone (al 31.12.2022), UBP Zurigo offre servizi di private banking e asset management a clienti privati e istituzionali. UBP Zurigo lavora in stretto contatto con i quattordici uffici d’investimento del Gruppo nel mondo.
Private Banking
I nostri team di Zurigo offrono servizi di qualità, flessibili e personalizzati per rispondere agli obiettivi specifici della clientela privata. Abbiamo sviluppato un’ampia gamma di mandati e servizi di consulenza:
- mandati discrezionali di portfolio management: soluzioni innovative e su misura sintonizzate sulle aspettative e le esigenze d’investimento dei clienti, adeguate ai differenti profili di rischio e con diverse valute di riferimento;
- servizi di consulenza: consulenza proattiva per i clienti che desiderano mantenere il controllo dei loro investimenti continuando ad attingere alla competenza finanziaria e al know-how specifico di UBP;
- mandati «execution only»: soluzioni per i clienti che preferiscono gestire il proprio patrimonio in modo indipendente.
Asset Management
La divisione Asset Management di UBP Zurigo offre il proprio supporto ai clienti istituzionali con soluzioni flessibili che consentano di raggiungere i loro obiettivi.
Le nostre strategie a gestione attiva spaziano da strumenti d’investimento collettivi a mandati su misura e fondi interamente dedicati. In un contesto di mercato in continua trasformazione e sempre più complesso, ci sintonizziamo sulle esigenze d’investimento dei clienti che evolvono nel tempo e rispondiamo con prodotti innovativi. La combinazione della nostra competenza nell’asset management tradizionale e delle nostre conoscenze all’avanguardia in diversificate categorie di asset e strategie d’investimento rendono eccezionale la nostra offerta di prodotti e servizi. La gamma di soluzioni include:
- portfolio management discrezionale
- Impact investing / investimenti socialmente responsabili
- azioni globali nel settore healhcare
Contattateci
Union Bancaire Privée, UBP SA
Bahnhofstrasse 1
CH-8027 Zurich, Switzerland
Tel: +41 58 819 62 00
More information
Filosofia d’investimento
Discover UBP's Asset Management capabilities, provided by a dedicated team of experts committed to your long-term investment goals.
Perché scegliere UBP
Over 200 external asset managers worldwide have selected Union Bancaire Privée as their banking partner.
Private Banking
Since its beginnings, Union Bancaire Privée’s private banking service has provided comprehensive and privileged advice to an international private clientele.
Institutional asset management
The Lugano branch offers ad-hoc investment solutions through investment funds authorised on the Swiss market and in many other European countries. In conjunction with the head office, we can offer alternative investment solutions on request.
Independent asset managers
For more than twenty years, our team of around twenty professionals have devoted themselves exclusively to independent asset managers. In line with the Bank’s values, the service offered is personalised, fast and flexible.
As our partner, you will enjoy privileged access to our banking infrastructure and experts, through three core services – Marketing, Operations and Advisory.
In Ticino, we have a specialised team who deal exclusively with independent asset managers. Clients from independent asset managers can open accounts not only in Lugano, but also in Geneva, Zurich, London, Luxembourg and Nassau.
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