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Helping you provide top services

Over 200 external asset managers worldwide have selected Union Bancaire Privée as their banking partner. 

New regulatory requirements and the change in client profiles have created a new operating environment for external asset managers (EAMs).

We have been partnering for years with EAMs to help them develop a value-added offering that meets the increasingly complex needs and requirements of their clients.

You have clients who rely on you to provide them with premium investment services. We help you deliver them by facilitating your access to our extensive range of solutions, our long-recognised strategic capabilities, our convictions and our ability to innovate.


Our approach

  • Close ties: Being a bank specialised in the wealth management business, UBP is perfectly in tune with your requirements as an EAM. The combination of our family dimension, a client-centred approach and financial expertise allows us to provide a strong foundation upon which to build close and long-lasting relationships with you.
  • International scope: Our network spans more than 20 locations worldwide, meaning it gives you the choice of booking centres in eight jurisdictions*. These centres provide all the operational services you will need to safeguard and manage your clients’ assets.
  • Conviction: UBP’s long-term vision enables us to make choices based on strong convictions. This key value has been a driving force behind the growth of our business as well as those of our clients.
  • Open architecture: Our open-architecture structure allows your clients to choose from a wide range of products, whether they are managed in-house or not.
  • Strong analysis: As a wealth manager partner you have access to all of our macroeconomic and strategic insights, as well as the analyses and reports published by over 200 in-house financial experts, including the know-how of award-winning fund managers.
  • Expert support: You have access to our experts across the Bank’s divisions, including fund managers, investment specialists, traders, credit structurers, and wealth planners, who are committed to giving you and your clients the support you need in building and managing portfolios.

*Subject to the rules and regulations that apply in the jurisdiction

OUR VALUES

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Client-oriented

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Family-owned and -run

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Financially solid

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Innovative

Your dedicated contacts

At UBP, our EAM Department’s set-up has been designed to deliver the most efficient and comprehensive range of services. Some of our professionals focus solely on our relationships with EAMs and provide access to the Bank’s specialists and to its top decision makers, and others focus exclusively on operations.

These are your own dedicated and trusted contacts at the Bank. RMs puts you in touch with the Bank’s specialists in order to optimise the service given to the end client. These services range from account-opening to setting up structured financing transactions, such as Lombard lending or mortgages, to wealth planning and tailored requests. UBP puts thirty RMs with an average of fifteen years’ experience at your disposal.

A team of dedicated, experienced operations specialists to carry out the execution and booking of clients’ transactions: stock-exchange, forex, loans, deposits, payments, etc.

This gives you access across all major markets:

  • from 8 a.m. to 10 p.m. (CET) for EMEA-based clients
  • from 8 a.m. to 2.30 a.m. SGT (during US summer time) or 3.30 a.m. SGT (during US winter time) for Asia-based clients

and across all financial instruments, including equities, fixed income, forex, derivatives and structured products.

The digital solutions we invest in at UBP are to ensure a service delivery of the highest standard.  

  • Wealth management platform – you put in orders directly and get account statements
  • Data and document feed – so that you can consolidate asset data in your own in-house systems 
  • FIX protocol – place deals on listed equities, bonds, funds, ETFs, etc. directly on your own portfolio management system (PMS), get automated execution, and receive electronic confirmation (available for a selected list of PMS)
  • e-Banking – for your clients to make digital payments, send encrypted e-mails, attend videoconferences, and get full portfolio views including performances, as well as other UBP-related information
     

*Availability of the solution varies depending on the jurisdiction

The team

A dedicated EAM team of over 70 professionals providing services across all our booking centres.

From right to left   

  • Pierre-Emile Schifferli (Head of EAM Geneva)
  • Patrizia Colombini (Head of EAM Zurich & Lugano)
  • Frédéric Toselli (Global Head of EAM)
  • Juan Alvarez (Deputy Global Head of EAM)
  • Anja Karcher (Head of EAM Basel)
  • Christophe Cantala (Head of EAM International)

 

Contact us

06.10.2025

UBP Weekly View - US shutdown delays labour data

The US government shutdown, which began on 1 October, has delayed the release of the closely watched non-farm payrolls report. Other economic data published last week were downbeat, reinforcing our expectation that the Federal Reserve will implement two 25-basis-point rate cuts (on 29 October and 10 December) to counter labour market weakness. Meanwhile, negotiations over government spending between the Democrats and Republicans are set to continue in the run-up to the third-quarter earnings season.

06.10.2025

UBP House View - October 2025

Equities are priced to perfection, yet we remain constructive but cautious, while staying upbeat on gold, where we have raised our conviction rating to 5/5.

03.10.2025

From piano sonatas to private banking: How Teresa Lee’s journey shapes UBP’s Asian ambitions

From the resurgence of Switzerland as a wealth hub, the value of global diversification, and the personal journey that shaped Teresa Lee's leadership philosophy.

29.09.2025

UBP Weekly View - Markets brace for US labour report

Divergent remarks from Federal Reserve members combined with US macroeconomic data that was generally resilient have weighed on optimism for future rate cuts. Attention now turns to this week’s labour market report as a key gauge of job creation, while President Trump is set to meet Democratic and Republican leaders in an effort to avert a government shutdown.

22.09.2025

UBP Weekly View - Macro data to set the tone

Equities progressed following the US central bank’s 25 basis points rate cut to 4.00–4.25%, which helped fuel investor optimism. Alongside the Fed, several central banks, including the Bank of England (BoE) also met, with the latter leaving its rates unchanged at 4%. This week, attention turns to economic indicators.

16.09.2025

Gold moves to new all-time highs

In September, gold rose to new all-time highs, approaching USD 3,700 per oz. The upward move reflected several factors.

15.09.2025

UBP Weekly View - All eyes on central bank meetings

Equities advanced over the week on expectations of a first Fed rate cut on 17 September. Investors will scrutinise the Fed’s commentary for guidance on further potential cuts in October and December, moves which have largely been priced in by the markets. Policy meetings are also scheduled at the Bank of Canada (BoC), the Bank of England (BoE), and the Norges Bank, with the European Central Bank (ECB) having decided last week to leave its key rate unchanged at 2%.

12.09.2025

India: Steadfast amid rising geopolitical challenges

Trade tensions with the United States, marked by 50% tariffs on Indian exports, have dampened sentiment. However, despite trade-related uncertainties, the growth outlook has been revised upwards, reflecting India’s strong long-term potential.

09.09.2025

UBP House View - September 2025

The Fed now appears to prioritise labour market stability over inflation risks, prompting us to reshape our investment strategy and overall asset allocation.

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