1. Independent Asset Managers
  2. Our relationship model
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Independent Asset Managers

Our relationship model

Our relationship model

While the financial strength of our Bank is undoubtedly a key stand-out factor, our dedicated team has earned its partners’ trust and business with its expertise and the quality of its services.


A strong partnership

The foundation for a strong partnership between the independent asset manager, the client and the Bank is trust. We have drawn up directives clearly defining the role of each party to this relationship and we run strict quality controls.

This partnership is created when your client opens an account with UBP and makes you their agent by signing a limited power of attorney. As the client’s independent asset manager, you give the investment instructions either directly to UBP or to a broker recognised by UBP for execution on behalf of your client.

An experienced team at your service

The Independent Asset Managers team plays a pivotal role in UBP’s business activities. The department has been growing steadily for two decades and today is made up of over 30 relationship managers with an average of 15 years’ experience.

Our network has spread significantly over the last few years, and we now have over 20 locations worldwide with booking centres in eight jurisdictions. All our support team for independent asset managers is multilingual and knows the ins and outs of their local market perfectly. You can count on your relationship managers to be proactive, transparent, flexible and in tune with your needs, offering you a personalised and efficient service.

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Our areas of expertise

Investment Expertise

Discover all our areas of expertise in investment services.

Our fund range

Funds

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