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UBP Shanghai

UBP Shanghai

UBP Investment Management (Shanghai) Limited was set up on 31 December 2014 as a joint venture between a group of experienced investment professionals and Union Bancaire Privée, UBP SA (“UBP”). With registered capital of RMB 30 million (USD 4.9 million), it is a company incorporated with limited liability in China, and was registered as a private investment fund manager with the Asset Management Association of China (AMAC) on 11 March 2015.

Activities

The UBP Investment Management (Shanghai) Limited office provides two main investment strategies:

1. Equity strategy

  • A long-only strategy which works to provide absolute and relative returns using proprietary models to identify equities with long-term alpha.
  • Positions are held for longer periods compared to most competitors. With the emphasis on fundamental research, the lower turnover rate results in enhanced performance, especially in volatile markets (past performance is not a guide for current or future results).

2. Quantitative strategy

  • To deliver stable returns, it applies proprietary quantitative models designed in-house.
  • The option replication strategy generates corporate value which is quite distinct in the industry.

Investor benefits

  • Provides tailor-made services for qualifying mandates and products.
  • Highly transparent and constantly in touch with its investors, through frequent telephone calls and detailed reports on strategy and positioning.
  • Combines strong local knowledge and an understanding of investment needs with UBP’s large international network and extensive resources. This gives investors greater access to global information and strategies.

Corporate features

An on-the-ground investment team in China

  • A team of renowned investment professionals with extensive experience and a proven track record.
  • A CIO with vast experience of equity investment management.
  • Substantial investment resources.
  • A team dedicated to A-share equities.
  • Experience in managing various financial instruments, including – among others – equities, derivatives, the fixed-income segment, and money markets.

Proven risk management framework

  • A veteran global risk management team based in Geneva implements risk and compliance controls.
  • The Global Risk Committee provides additional oversight.

Global investment presence

  • Access to an extensive global network of investment teams which generate investment ideas and share market information.

The investment management team

The investment management team brings together 21 experienced professionals, who cover investments, research, sales, marketing and compliance.

  • Tian Rencan, CEO of UBP Investment Management (Shanghai) Limited, has over 25 years of experience in finance. Prior to UBP, Tian worked for almost twelve years as CEO of HFT Investment Management Co., Ltd., a joint venture between a local securities house and BNP Paribas Investment Partners. Tian’s achievements are highly regarded throughout the industry. During his time with HFT, he received several industry awards, including the Shanghai Leading Talent in 2011, Asia Asset Management’s CEO of the Year 2009, Money Weekly’s Best Social Responsibility CEO in 2009, and hexun.com’s Most Outstanding CEO in 2005.

Corporate structure

office-shanghai-structure.png

Contact us

UBP Investment Management (Shanghai) Limited
Room 1205, 12/F
Bank of East Asia Finance Tower
66 Hua Yuan Shi Qiao Road
Pudong
Shanghai
China
Tel: +8621 2062 9980 | www.ubpsh.com

 

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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
September 20, 2022 wnitebit[.]com
September 12, 2022 www[.]ubp[.]lt
August 12, 2022 ubponline[.]com/en/en[.]html
July 25, 2022 ubpassetmanagers[.]com
June 20, 2022 ebanking[.]ubp[.]re
June 20, 2022 ubpassetmanagement[.]com
June 7, 2022 www[.]ubp-online[.]com/
June 2, 2022 @ubp-am.net
June 2, 2022 prénom-nom@ubp-am.net
May 31, 2022 ubpassetmangement[.]com
May 19, 2022 prénom.nom[@]ubp-france.net
February 10, 2022 ubp-france[.]net
February 2, 2022 client-am-ubp[.]com/users/sign_in
February 1, 2022 am-ubp[.]com
November 17, 2021 Ubp-france[.]com
November 5, 2021 Ubp[.]re
October 26, 2021 ibank[.]unibponline[.]com
October 25, 2021 Ubp-investments[.]com
October 25, 2021 unionbancaireonline[.]com
August 20, 2021 www.ubp-wm[.]com
June 23, 2021 ubp-clientportal[.]com/login
May 17, 2021 ubponline[.]com
April 7, 2021 kaspib[.]com
February 23, 2021 https://www.ubp-hk[.]com
February 5, 2021 http://www.ubpsingapore[.]com and http://www.ubphk[.]com
October 12, 2020 https://ubpinvestment.org/ch/
September 7, 2020 www.union-bgi.com
July 28, 2020 ub-gi.com
July 24, 2020 ubpinvest.org
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.

*AMF

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Institutional clients

With a team of more than 180 people, UBP Asset Management has built an on-the-ground presence in the world’s major markets through organic growth and selected partnerships.

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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.

Sustainability

Embedding sustainability

Shaping a sustainable economy requires dedication, conviction, agility and responsibility – all core values of UBP.