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UBP UK Online - Interim e-banking platform dedicated to ex-Kleinwort Hambros clients
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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.
*Subject to the rules and regulations that apply in the jurisdiction
OUR VALUES
Client-oriented
Family-owned and -run
Financially solid
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:
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.
*Availability of the solution varies depending on the jurisdiction
A dedicated EAM team of over 40 professionals providing services across all our booking centres.
Team Head
Frédéric Toselli
03.06.2025
For the younger generation, private banking is no longer necessarily as attractive a business sector as it was for their predecessors. Nonetheless, these institutions’ recruitment needs remain high, and attracting young talent is becoming an increasingly important issue for them. So how can private banks attract and retain the next generation?
13.05.2025
Equity markets welcomed Trump’s 90-day tariff truce by rebounding swiftly. However, we are maintaining a wait-and-see stance during this pause, while hedging against potential US dollar weakness by increasing our exposure to gold.
08.05.2025
We recently held UBP’s Wealth & Asset Management Forum at the InterContinental hotel in Geneva. The event brought together 250 people from different – in some cases distant – parts of the group. The guests included many fresh faces following the acquisition of SG Kleinwort Hambros and SG Private Banking Switzerland, as well as some non-acquisition joiners who came to UBP less than a year ago.
05.05.2025
On 9 July, President Trump’s 90-day tariff suspension is set to expire. What will this mean for investors?
02.05.2025
Since early November 2024, the gold price has risen from USD 2,600 to highs of above USD 3,500 per ounce. The precious metal received additional support in early February when investors realised that Donald Trump was serious about his tariff programme.
24.04.2025
More than six months into her role as region head for North Asia at UBP, Teresa Lee is wasting no time making her mark across the markets of Mainland China, Hong Kong, Taiwan – and even the Philippines.
01.04.2025
Union Bancaire Privée, UBP SA (UBP) announces the successful completion of its acquisition of SG Kleinwort Hambros from Societe Generale, marking a significant milestone in the Bank’s international growth strategy.
26.03.2025
Observers and investors were expecting the US dollar to go up in value. This was without counting on the new US administration’s erratic policymaking and announcements on tariffs. Where is it going next and what other factors are affecting the greenback?
