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UBP Milan

UBP Milan

The UBP (Europe) S.A., Milan branch, is situated in the heart of Milan’s business district. It was set up in 2012, when it was granted banking authorisation by the Italian authorities, and is fully regulated. It employs three members of staff.

Activities

UBP’s Milan office is dedicated to institutional asset management and has clients which include pension funds, fund distributors, and bank foundations. The office provides investment solutions and relationship managers – not money managers – that give access to fund information and managers. Our team also advises on and builds specific mandates based on our fund managers’ particular expertise.

Unique selling point

Since being set up, the branch’s assets under management have grown nearly sevenfold, and today total some EUR 1.3 billion. This successful growth can be attributed to our proximity to our clients, both in terms of location and communication. Our work is transparent and clients are regularly provided with information, and they also receive frequent visits from our staff. Our marketing activities are provided by UBP Group, ensuring regular and concise reporting.

The team

Luca Gabriele Trabattoni, Managing Director and legal representative, has been with UBP for over five years, and has over twenty years’ experience in the sector. Previously, he worked with some of the most prestigious banks in the world.

Luca Gabriele Trabattoni is supported by a senior salesperson and a sales assistant

Contact us

UBP (Europe) S.A., Milan branch office
Via Brera 5 | 20121 Milan, Italy
Tel: +39 02 87 33 85 00 | Fax: +39 02 87 33 85 99

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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.

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Investment Expertises

Discover all our areas of expertise in investment services.