UBP Milão

A sucursal de Milão da Union Bancaire Privée (Europe) S.A., uma filial luxemburguesa da Union Bancaire Privée, UBP SA em Genebra, situa-se no centro do distrito financeiro de Milão. Foi criada em 2012 enquanto prestadora de serviços de gestão de ativos que promove fundos.

Os serviços de gestão de ativos são prestados por um equipo de profissionais seniores com vasta experiência nas respetivas áreas de especialização.

Gestão de ativos

Os clientes do departamento de Gestão de Ativos do escritório da UBP Milão incluem fundos de pensões, distribuidores de fundos e fundações bancárias. A sucursal fornece soluções de investimento e serviços de gestão de conta. Tal inclui informação sobre fundos promovidos e geridos pelo Grupo UBP, bem como acesso por certos subfundos a vários gestores de carteiras externos ao Grupo. A nossa equipa presta também aconselhamento e elabora mandatos específicos com base no conhecimento especializado dos nossos gestores de fundos.

Desde a fundação, os ativos sob gestão da sucursal aumentaram quase sete vezes, totalizando hoje cerca de 1,5 mil milhões de euros. Este crescimento bem-sucedido pode ser atribuído à proximidade com os nossos clientes, tanto no que toca à localização quanto à comunicação. O nosso trabalho é transparente – os nossos clientes recebem informação regular e visitas frequentes dos nossos colaboradores. As nossas atividades de marketing são asseguradas pelo Grupo UBP, que elabora um reporting atempado e preciso.

A Equipa de Gestão

  • Luca Trabattoni picture
    Itália
    Biography

    Luca Trabattoni

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

text-over-image homepage image

Contacte-nos

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

Contacte-nos

Documentação

Documentação jurídica

Pillar 3 Disclosure Report

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Informação específica a investidores

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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Informação geral para os clientes

Deposit guarantee scheme (FGDL)

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Investor protection (SIIL)

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Proteção de dados

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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Filosofia de investimento

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

Um parceiro de eleição

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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