瑞联银行伦敦分行

瑞联银行伦敦分行在1991年设立,提供资产和财富管理服务。办公室座落于伦敦心脏地区马里波恩(Marylebone),聘用逾130名人员(截至2022年12月31日)。

资产管理

驻于瑞联银行伦敦分行的资产管理团队专责管理以下多样化的投资策略,包括:

这些策略备有不同的投资结构供财富管理和资产管理客户选择,这包括可转让证券集合投资计划(UCITS)或是卢森堡或爱尔兰另类投资基金(AIF) 。

伦敦分行也是瑞联银行旗下部分另类投资和基金管理的总部。自1972年以来,瑞联银行已经是 对冲基金 的投资先驱,提供一系列对冲基金投资组合管理和单个对冲基金投资方案。我们的 另类投资 团队以投资确信度为本,通过行之有效的投资程序,从而协助分散型组合以抵御利率和市场波动的影响。


财富管理

我们的财富管理服务聚焦于为每一位客户,量身定制灵活且切合需要和目标的个性化理财方案。

我们的服务:

应俱全的投资服务

  • 全权委托投资组合管理服务 — 备有一系列计价货币和风险程度以配合不同客户的风险概况。
  • 投资咨询服务   — 适合热衷于自主投资但又希望受益于瑞联银行的经验和识见之客户。
  • 纯执行委托组合 — 专为喜爱独立管理其资产的客户而设。

投资管理实力雄厚

  • 瑞联银行在传统和另类资产管理的实力备受肯定。
  • 我们特有的综合型业务模式让高净值客户能够享受机构级资产管理服务,以及全方位的财富和风险管理资源。
  • 瑞联银行伦敦分行汇聚集团的全球专业以及对各类资产和市场的卓识。

伦巴德贷款和杠杆贷款(仅提供予高净值客户)

受规管和不受规管的房屋抵押贷款

  • 我们为有意购置房地产作投资用途的客户,提供不受规管的房屋抵押贷款。
  • 至于涵盖自住物业的受规管房贷,则以纯执行方式(不含投资咨询意见)提供予高净值客户。

全球税务和财富策划

瑞联银行的专责财富策划团队驻于瑞士日内瓦,为客户量身定制特有的财富策划方案。

  • 我们将引导客户 规划财富管理和遗产传承 (应要求而提供)。
  • 我们将协助客户考量投资组合管理和相关产品的税务安排及影响(应要求而提供)。
  • 我们已为英国无住所居民(Non-domiciled residents)建立具效益的账户分离结构。

私人市场部

瑞联银行 私人市场部 为客户开发和创设私募债权及/或私募股权投资机会。

由于财富管理客户未必能够经常涉足私募资产,我们的私募投资服务专为专业投资者和合格高净值投资者(或根据相关法律下的同类投资者)而设,协助客户构建私募资产投资组合。

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对客户的承担

瑞联银行遵循英国财务报告委员会(Financial Reporting Council)的《管理守则》(Stewardship Code),重视我们对所有客户所承担的责任,并采取严格措施旨在:

  • 于任何时候以专业和符合道德的方式行事
  • 经常本着客户的利益而行事
  • 行事不偏不倚且客观中立
  • 有技巧、效率和勤勉地办事
  • 遵守所有管限资本市场的适用法律、规定和规则 

Accessibility

We want our banking services to be accessible to everyone. Please let us know if you have any additional support needs by contacting your Relationship Manager. There are several ways we can assist you, including providing adapted materials or extra support from our employees.

管理团队

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联系我们

Union Bancaire Privée, UBP SA, London Branch
Seymour Mews House
26–37 Seymour Mews London | W1H 6BN
T +44 20 73 69 13 50 | F +44 20 73 69 04 60

联系我们

监管信息

Client Privacy Notice

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GDPR Privacy Notice for counterparties

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Asset Management Equities Order Execution Policy and Fixed Income Order Execution Policy

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Conflicts Policy Statement

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Modern Slavery and Human Trafficking Statement 2021

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投资理念

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

首选伙伴

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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