1. Newsroom
  2. UBP strengthens capabilities on the US client market
Menu
Press Releases 25.06.2018

UBP strengthens capabilities on the US client market

UBP strengthens capabilities on the US client market

Union Bancaire Privée (“UBP”) has announced the appointment of Deepak Soni as CEO of UBP Investment Advisors SA (“UBP IAS”) with effect from 1 June 2018.


Created by UBP in Geneva in February 2014, UBP IAS is a Swiss company registered with the US Securities and Exchange Commission (SEC) that specialises in the management of investment portfolios for US residents and citizens.

UBP IAS is an independent subsidiary and offers asset management services that are tailored to the needs and profile of each client, taking US regulatory and tax requirements into consideration.

Deepak Soni has over ten years’ experience in managing US clients. After having held positions in business development for client acquisition in the SEC units at Credit Suisse and UBS, he was then CEO of the Vontobel subsidiary dedicated to US clients (Vontobel Swiss Wealth Advisors AG).

In his new role at UBP, he will be in charge of further growing the Bank’s footprint in the US resident market and overseeing the expansion of UBP IAS, in particular the opening of a branch in Zurich.

UBP’s Private Banking CEO Michel Longhini has stated: “We are very pleased to have hired Deepak Soni. His expertise gives us the capacity to offer portfolio management services to US clients in search of diversification. The United States is the world's biggest wealth management market today and is therefore a priority market for UBP.”

Download the .pdf

Download the Press Release in the following languages

 

Asset class

Japanese equities

Why the current outlook makes a compelling case for Japanese equities

Watch the videos

Most read

Press Releases 17.01.2019

Annual results 2018

Union Bancaire Privée announces a net profit of CHF 202.4 million, and net asset inflows of more than 5%

Press Releases 04.03.2019

UBP obtains wholesale bank license in Singapore

UBP announced today that its Singapore branch, Union Bancaire Privée, UBP SA Singapore Branch (UBP Singapore), has received regulatory approval from the Monetary Authority of Singapore (MAS) for a wholesale bank license. UBP Singapore expects to commence operations as a wholesale bank from 1 April 2019.
Press Releases 19.03.2019

A new credit long/short strategy on our alternative UCITS platform

Union Bancaire Privée, UBP SA (“UBP”) is launching a new credit long/short strategy on its alternative UCITS platform in partnership with New York-based alternative investment manager Global Credit Advisers, LLC (“GCA”).


Further reading

Press Releases 19.03.2019

A new credit long/short strategy on our alternative UCITS platform

Union Bancaire Privée, UBP SA (“UBP”) is launching a new credit long/short strategy on its alternative UCITS platform in partnership with New York-based alternative investment manager Global Credit Advisers, LLC (“GCA”).

Press Releases 04.03.2019

UBP obtains wholesale bank license in Singapore

UBP announced today that its Singapore branch, Union Bancaire Privée, UBP SA Singapore Branch (UBP Singapore), has received regulatory approval from the Monetary Authority of Singapore (MAS) for a wholesale bank license. UBP Singapore expects to commence operations as a wholesale bank from 1 April 2019.
Press Releases 17.01.2019

Annual results 2018

Union Bancaire Privée announces a net profit of CHF 202.4 million, and net asset inflows of more than 5%