Rencan Tian
CEO of UBP Investment Management (Shanghai) Limited, Chinese Equities
瑞锐投资
瑞锐投资管理（上海）有限公司于 2014 年 12 月 31 日成立，是由一个经验丰富的专业投资团队与瑞联银行(“UBP”)共同组建的合资公司。瑞锐投资的注册资本为 3000 万元人民币（490 万美元），是一家在中国注册成立的有限责任公司，并于 2015 年 3 月 11 日在中国证券投资基金业协会 (AMAC) 注册为私募投资基金管理人。
业务活动
瑞锐投资管理（上海）有限公司提供两大投资策略：
股票策略
- 这是一种提供绝对和相对回报的长期策略，它利用专有模型来识别具有长期阿尔法（超额收益）潜力的股票。
- 与大多数竞品相比，持仓时间较长。由于强调基本面研究，该策略的较低换手率带来了更出色的业绩，尤其是在市场剧烈波动时期（敬请注意，过去的业绩并不能保证现在或未来的表现）。
量化策略
- 该策略运用内部设计的专有量化模型提供稳定的回报。
- 期权复制策略可产生企业价值，这在业内独树一帜。
投资者利益
- 为符合条件的委托和产品提供量身定制的服务。
- 通过频繁的电话沟通以及详细的策略与持仓报告，与投资者保持密切联系，并保持高度透明。
- 将深厚的本土知识和对投资需求的深刻了解与瑞联银行的庞大国际网络和广泛资源集于一体。这更便于投资者获取全球信息和策略。
公司特色
扎根中国的本土投资团队
- 一支声誉卓著、经验丰富、往绩优异的专业投资团队。
- 公司投资总监是一位具有广泛股权投资经验的基金经理。
- 具备丰富的投资资源。
- 专门投资 A 股的团队。
- 在管理各种金融工具方面经验老道，包括但不限于股票、衍生品、固定收益和货币市场。
成熟的风险管理框架
- 位于日内瓦的一支训练有素的全球风险管理团队负责实施风险和合规控制措施。
- 全球风险委员会在此基础上实施监督。
全球投资触角
- 能够利用广泛的全球投资团队网络，该网络可以激发投资理念并分享市场信息。
投资管理团队
投资管理团队汇集了 21 位资深专业人士，覆盖投资、研究、销售、营销和合规等领域。
公司架构
管理团队
联系我们
瑞锐投资管理（上海）有限公司
中国上海
浦东新区
新区花园石桥路 66 号
东亚银行金融大厦
12 楼 1205 室
电话：+8621 2062 9980 | www.ubpsh.com
More information
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.
27.03.2024
From trading to pure play: UBP’s Ivan Wong shares the beauty of a boutique bank
The beauty of working for a pure play is the core focus on wealth management, where the business is not subjected to the aggressive risk culture associated with investment banking, nor exposed to the cyclical corporate lending of commercial banking.
01.12.2023
UBP’s Michael Blake on his supercharged strategy
Citywire Asia (27.11.2023) - In a momentous year marked by a mega-merger, ongoing market turmoil and geopolitical uncertainties, Union Bancaire Privée (UBP) has done anything but slow down.
15.11.2023
UBP plans Hong Kong, Greater Bay Area expansion to satisfy growing wealth-management demand
South China Morning Post, Enoch Yiu (15.11.2023) - Over the past five years, Greater China accounts for 75 per cent of UBP’s Asia growth, says Guy de Picciotto.
08.11.2023
UBP doubles down on RMs to capture Southeast Asia wealth boom
Asian Private Banker, Audrey Raj (02.11.2023) - Since Eric Morin took over as head of Southeast Asia, UBP has significantly expanded its team of relationship managers, rapidly increasing its headcount for Southeast Asia as part of its ambitious strategy to capitalise on wealth opportunities in key markets like Singapore, Indonesia, Malaysia, and Thailand.
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