CORPORATE INFORMATION
What is your management structure?
UBP is a family business. Edgar de Picciotto – the bank’s founder – is the Chairman and his son, Guy, the Chief Executive Officer. He is the President of the Executive Committee, which is centred on the bank’s four pillars ( Private Banking, Asset Management, Treasury & Trading and Operations).
What are UBP’s key numbers?
| NET PROFIT (IN CHF MILLIONS): 176 ASSETS UNDER MANAGEMENT (IN CHF MILLIONS): 72 000 BALANCE SHEET TOTAL (IN CHF MILLIONS): 18 000 | TIER 1 CAPITAL RATIO: 22.1 % SHAREHOLDERS' EQUITY (IN CHF MILLIONS): 1 706 RETURN ON EQUITY: 10.6 % HEADCOUNT: 1500 |
How can I apply for a job?
You can apply for a job or an apprenticeship by following this link
What is your approach to risk management?
UBP’s global risk-management approach is an integrated and continuous process and relies on two perspectives: strategic risk-management on the one hand and tactical risk-management on the other.
It pursues two crucial aims: maximising clients’ assets and seizing opportunities, as well as balancing capital preservation and capital optimisation. It is also tasked with ensuring that UBP meets regulatory requirements at all times.
What are UBP’s main areas of expertise?
- UBP’s two main business divisions are Private Banking and Asset management. The Bank is also a major player in trading markets
- The Bank uses its renowned wealth management expertise to provide outstanding services and transparency in its long-term relationships with its clients;
- As a major asset-management player in Switzerland, UBP has a global reach and a high level of expertise in the development of long-only and alternative products;
- Our trading services offer our clients the possibility to trade a complete range of products across all asset classes. Moreover, UBP ranks amongst the leaders in structured-product development in Switzerland.
What is MiFID and is UBP subject to it?
The European Markets in Financial Instruments Directive (MiFID) is a European Union law, which aims at increasing competition and consumer protection in investment services.
UBP is a major player in trading markets. Our quality platform meets the latest MiFID requirements, which means we can provide fast and reliable deal and order management.
CLIENT INFORMATION
What services do you offer for high net worth individuals?
Our wealth and estate planning services are for private clients who want to maximise wealth protection, see their wealth grow and pass it down the generations, both safely and confidentially. Our services are put together to cover all major events in your life and those of your family; these include, among others, tax, retirement and inheritance planning, private insurance, and the creation of legal structures.
As a private client, may I manage my account independently?
Yes, you may, through our “execution-only” business. This type of active and independent asset management will suit you if you are familiar with complex investments and global financial markets, and wish to keep control over the final investment decisions.
How should I proceed if I am an independent asset manager interested in a partnership with UBP?
For over twenty years, independent asset managers have held a strategic importance at UBP. Today, more than one hundred independent asset managers around the world have chosen Union Bancaire Privée and we are proud to have earned their trust. The service we offer is personalised, fast and flexible, complemented by a transparent remuneration scheme.
I represent a pension fund and am interested in learning more about UBP’s services. Who should I contact?
Please get in touch with our client service team.
What service do you offer to fund resellers?
UBP sees itself as a natural partner for third-party fund distributors and offers the following services:
- Alpha-oriented access to core asset classes through our range of funds. This covers also those asset classes where we see the most exciting new opportunities for investors;
- Our wide range of funds includes a variety of options that can suit your end investors’ needs;
- Client education: regular updates, ideas on new products and investment opportunities, and training seminars.
What are the highlights of your strategic benchmark?
- Emphasis on diversification: making the portfolio more robust and capturing broader opportunities;
- Major emerging-market bias: structural debt and equity re-rating in the emerging world;
- Hedge fund allocations: hedge funds are an innovative investment solution providing alpha, diversification and de-correlation benefits;
- Emphasis on emerging debt, as well as investment-grade, corporate and convertible bonds.
What are the advantages of investing in Hedge Funds?
UBP believes the basic value proposition of hedge funds is still there. Hedge funds provide diversification and alpha and have the advantage of being de-correlated from the markets. More information about our expertise in hedge funds
