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UBP Barcelona

UBP Barcelona

UBP’s Barcelona office, which operates under the name UBP Gestión Institucional S.A., is located at the heart of Barcelona’s business district. 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 Barcelona 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 Barcelona 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

Carmen Bañuelos, Head of Iberia, has been with UBP since the office was established and has over twenty five years’ experience in the sector. Previously, she worked with some of the most prestigious banks in the world. Felipe Lería, Head of Spain, 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. Carmen and Felipe are supported by Isabel Trias, who joined the team in 2012.

Contact us

UBP Gestión Institucional SAU
Av. Diagonal 520, 2º 2ª-B | 08006 Barcelona
T. +34 93 414 04 09 | F. +34 93 414 03 91

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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.

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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.