These are your own dedicated and trusted contacts at the Bank. RMs put IAMs 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, and wealth planning and tailored requests. UBP puts thirty RMs with an average of fifteen years’ experience at the disposal of IAMs.
They will facilitate access to our research (Advisory Platform), daily advisory mailing, direct contact with product specialists (fund managers, alternative fund advisors, third-party fund advisory, the private markets team, structured product experts, etc). The Investment Advisor can also refer you to our Discretionary and Advisory teams for the management of actively managed certificates, and for the white-labelling of funds (e.g. ESG, fixed income) in order to use our expertise.
This team deals with administration, order-processing, fund rebates, tailored requests, e-banking, credit cards, DVP/RVP, etc.
The Trading Room’s Direct Access Client team
This gives global access across all major markets from 8:00 a.m. to 10:00 p.m. and across all financial instruments, including equities, bonds, FX, precious metals and structured products.
We give you access to our wealth management IT system, enabling you to put in orders directly and get account statements. We also provide data feeds so that you can consolidate assets in your own fintech systems. In addition, we offer a UBP FX life system, which allows you to place FX deals directly with the bourse online without the need for any intermediary. End clients can use our own e-Banking system which allows them to carry out digital payments, send encrypted e-mails, attend videoconferences, and get the full efficient view of their portfolios including performances, as well as other UBP-related information.
*Availability of the solution varies depending on the jurisdiction