Luca Trabattoni
Country Head Italy & Mediterranean Countries, Union Bancaire Privée (Europe) S.A., Milan Branch
UBP Milan
The Milan branch of Union Bancaire Privée (Europe) S.A., a Luxembourg-based subsidiary of Union Bancaire Privée, UBP SA in Geneva, is situated in the heart of Milan’s financial district. It was set up in 2012 as an asset management service provider promoting funds.
Asset Management services are provided by a team of senior professionals with extensive experience in their fields of expertise.
Asset Management
The clients of the UBP Milan office’s Asset Management division include pension funds, fund distributors, and bank foundations. The branch provides investment solutions and relationship management services. This includes information about funds promoted and managed by the UBP Group as well as access through certain sub-funds to various portfolio managers external to the Group. Our team also advises on and builds specific mandates based on our fund managers’ particular expertise.
Since being set up, the branch’s assets under management have grown nearly sevenfold, and today total some EUR 1.5 billion. This successful growth can be attributed to our closeness to our clients, both in terms of location and of communication. Our work is transparent – our clients are regularly updated and also receive frequent visits from our staff. Our marketing activities are provided by the UBP Group, ensuring regular and concise reporting.
The management team
Contact us
Union Bancaire Privée (Europe) S.A., Succursale di Milano
Via Brera 5 | 20121 Milan | Italy
Tel.: +39 02 87 33 85 00 | Fax: +39 02 87 33 85 99
General informations on MIFID II |
Caratteristiche e rischi di alcune operazioni finanziarie |
Politica di esecuzione degli ordini |
Information on the identity of execution venues and on the quality of execution (RTS 28) |
Politica in materia di conflitti d’interessi |
Exemption from the obligation to provide collateral for forward currency transactions |
Tariffario |
More information
Investment philosophy
Discover UBP's Asset Management capabilities, provided by a dedicated team of experts committed to your long-term investment goals.
A partner of choice
Over 200 external asset managers worldwide have selected Union Bancaire Privée as their banking partner.
