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Our Offices

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.


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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Private Clients

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


Investment Outlook 2020

The Global Economy at the Crossroads

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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.