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UBP Madrid

UBP Madrid

UBP’s Madrid office operates under the name UBP Gestión Institucional S.A. It was founded in 2001 and has been authorised by the Comisión Nacional del Mercado de Valores to act as Tied Agent of Union Bancaire Privée (Europe) S.A. It employs three members of staff.

Activities

The Madrid office is dedicated to the promotion of UBP’s services and products in the asset management field. To that end, we have relationships with fund distributors, fund-of-fund managers, pension funds, insurance companies and family offices. We promote investment solutions and put prospective clients into contact with relationship managers who give access to investment information and fund managers. Our team also advises on and builds specific mandates based on our different fund managers’ particular expertise.

Unique selling point

The successful growth of UBP Madrid can be attributed to our proximity to our clients, both in terms of location and of communication. Our work is transparent and clients are provided with regular information. They also receive frequent visits from our staff. Our activities are supported by UBP Group, which ensures timely and accurate reporting.

The team

Felipe Lería, Head of Iberia, has been with UBP for over ten years and has almost twenty years’ experience in the sector having worked for several high-profile international banks. 

Contact us

UBP Gestión Institucional SAU
Calle Ortega y Gasset n°22-24, 5° planta | 28006 Madrid
T. +34 910 472 011

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Fraudulent Website Notification

Union Bancaire Privée, UBP SA ("UBP" or “the Bank”) would like to alert all clients and the public to fraudulent websites detected by UBP listed below. UBP would like to advise that these websites have no affiliation or connection whatsoever with the Bank.

Date of detection Fraudulent Website Address
June 8, 2020 westoncapitalbank.com
June 4, 2020 http://ubpinvest.com
June 3, 2020 ubpdirect.com
May 26, 2020 www.e-ubp.com


UBP has taken action deemed necessary and appropriate to protect the interests of its customers, the general public and the Bank. Any clients who have provided personal information or have conducted any financial transactions through these websites, are kindly requested to immediately report to the local Police and to contact their UBP relationship manager or Union Bancaire Privée, UBP SA at +41 58 819 21 11.

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Private Clients

UBP is a pure-play private bank: managing client assets is our core business, meaning we have a specialised, client-centred approach.

Expertise

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UBP in brief

Union Bancaire Privée (UBP) was founded in 1969 by Edgar de Picciotto, whose vision from the outset was to offer investors an astute and innovative wealth management service.

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Investment Expertises

Discover all our areas of expertise in investment services.